{
  "id": 5171668,
  "title": "Microsoft offers first quarter outlook under new segment structure",
  "url": "https://urgent.news/2026/09/02/microsoft-offers-first-quarter-outlook-under-new-segment-structure",
  "topic": "finance",
  "section": "Finance & Markets",
  "published": "2026-09-02T21:01:11.000Z",
  "source": {
    "name": "Investing.com",
    "slug": "investing-com",
    "url": "https://www.investing.com/news/stock-market-news/microsoft-updates-segment-reporting-structure-for-fiscal-2027-93CH-4886768"
  },
  "original_language": "en",
  "account": "Microsoft Corp (NASDAQ:MSFT) unveiled its first-quarter revenue forecast on Wednesday, utilizing a new segment-based reporting system set to begin in fiscal year 2027. The company has divided its business into two primary segments: Agents and Infra, encompassing Microsoft Cloud, productivity and server licensing, along with consulting and support services; and Devices and Consumer, which includes Windows, Xbox, and advertising operations.\n\nDespite the segmental restructuring, Microsoft has kept its overall fiscal first-quarter revenue guidance unchanged, predicting it to fall between $89.85 billion and $90.95 billion. For the Agents and Infra segment, the company anticipates revenue to range from $75.15 billion to $75.75 billion. Meanwhile, the Devices and Consumer segment is projected to generate earnings of $14.7 billion to $15.2 billion in the first quarter.\n\nMicrosoft is optimistic about Azure's growth, projecting a 44% to 45% increase in constant currency revenue for the first quarter. This report was produced with AI assistance and subsequently reviewed by a human editor.",
  "summary": null,
  "key_points": [
    "Microsoft announces first-quarter revenue forecast using new segment-based reporting system.",
    "Agents and Infra segment projected revenue: $75.15B to $75.75B.",
    "Devices and Consumer segment projected revenue: $14.7B to $15.2B."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}