AI English summary of an SEC filing — figures as filed
Microsoft MSFTMicrosoft said it announced a segment reporting change in September 2026 and will report results in two segments, Agents and Infra and Devices and Consumer. The change is reflected in the information reviewed by its chief operating decision maker beginning in fiscal 2027.
Key points
AI summaryMicrosoft said it announced a segment reporting change in September 2026 and will report results in two segments, Agents and Infra and Devices and Consumer. The change is reflected in the information reviewed by its chief operating decision maker beginning in fiscal 2027.
The company said it recast its consolidated financial statements for the 3 fiscal years ended June 30, 2026 to reflect the new segment structure. It said this is not a restatement of previously issued financial statements. It also said it does not amend or update its audited consolidated financial statements.
The company disclosed that Agents and Infra revenue was $268,127 million and operating income was $136,365 million in fiscal 2026, while Devices and Consumer revenue was $63,712 million and operating income was $18,872 million. Total revenue was $331,839 million and total operating income was $155,237 million.
The company said Agents and Infra includes Azure, Microsoft 365 cloud, productivity and server licensing, Industry solutions, and Frontier and support services. Azure revenue was $101,938 million and Microsoft Cloud revenue was $214.4 billion in fiscal 2026.
Summary
AI-writtenAnalysis scope · Filing body and confirmed press-release exhibitWe analyzed the opening part of the filing body and confirmed exhibits, within a length limit. This is not a review of other exhibits, investor presentations or the full earnings call.
Microsoft Recasts Results Into Agents and Infra and Devices and Consumer Segments
Microsoft said it announced a segment reporting change in September 2026 and will report results in two segments, Agents and Infra and Devices and Consumer. The change is reflected in the information reviewed by its chief operating decision maker beginning in fiscal 2027.
Source · Based on the filing body and exhibits
Recast of 3 Fiscal Years Does Not Restate Prior Financials
The company said it recast its consolidated financial statements for the 3 fiscal years ended June 30, 2026 to reflect the new segment structure. It said this is not a restatement of previously issued financial statements. It also said it does not amend or update its audited consolidated financial statements.
Source · Based on the filing body and exhibits
Segment Revenue and Operating Income for Fiscal 2026
The company disclosed that Agents and Infra revenue was $268,127 million and operating income was $136,365 million in fiscal 2026, while Devices and Consumer revenue was $63,712 million and operating income was $18,872 million. Total revenue was $331,839 million and total operating income was $155,237 million.
Source · Based on the filing body and exhibits
Agents and Infra Composition and Azure Revenue
The company said Agents and Infra includes Azure, Microsoft 365 cloud, productivity and server licensing, Industry solutions, and Frontier and support services. Azure revenue was $101,938 million and Microsoft Cloud revenue was $214.4 billion in fiscal 2026.
Source · Based on the filing body and exhibits
AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.
Original filing
The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.
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