{
  "id": 5208936,
  "title": "Microsoft shifts from three reporting segments to two: Agents and Infra, including Microsoft 365 and Azure, and Devices and Consumer, with Windows and Xbox (Stephen Nakrosis/Wall Street Journal)",
  "url": "https://urgent.news/2026/09/03/microsoft-shifts-from-three-reporting-segments-to-two-agents-and",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-03T00:15:27.000Z",
  "source": {
    "name": "Techmeme",
    "slug": "techmeme",
    "url": "https://www.wsj.com/tech/ai/microsoft-to-change-reporting-structure-to-reflect-effects-of-ai-59dce66d"
  },
  "original_language": "en",
  "account": null,
  "summary": "Microsoft is changing its reporting structure from three segments to two: Agents and Infra, and Devices and Consumer. The Agents and Infra segment will include cloud computing services, AI-based software, and traditional business software, such as Microsoft 365 and Azure. The Devices and Consumer segment will include Windows, Xbox, and advertising sales from Bing and LinkedIn.\n\nAccording to CNA - Business, Azure had $29.4 billion in sales in its most recently ended quarter and $101.9 billion in sales in its most recent fiscal year ended June 30. This puts Microsoft behind Amazon, whose cloud sales were $42.2 billion in its most recent quarter, but ahead of Google, which reported $24.8 billion in cloud sales in its most recent quarter.\n\nMicrosoft CEO Satya Nadella said the change reflects the impact of AI on technology and business, changing what the company builds and how it operates.",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "Tom's Hardware",
        "title": "Microsoft will expand Windows 11 Memory Integrity feature to more PCs starting in October — security feature reduces gaming performance on some systems",
        "url": "https://urgent.news/2026/09/02/microsoft-will-expand-windows-11-memory-integrity-feature-to-more-pcs",
        "published": "2026-09-02T16:07:29.000Z"
      },
      {
        "outlet": "XDA Developers",
        "title": "Microsoft will roll out a security patch that may negatively impact your gaming performance",
        "url": "https://urgent.news/2026/09/02/microsoft-will-roll-out-a-security-patch-that-may-negatively-impact",
        "published": "2026-09-02T21:18:06.000Z"
      }
    ]
  },
  "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."
}