AI Development
Microsoft to restructure financial reporting around Agents and Infra versus Devices and Consumer
Editorial Analysis
Microsoft announced a change in its external reporting structure from three segments to two—Agents and Infra, and Devices and Consumer—to better reflect the impact of artificial intelligence on its business. The prior segments were Productivity and Business Processes, Intelligent Cloud, and More Personal Computing.
At a Glance
Date
September 2, 2026
Importance
Medium
3/5
Category
strategy
Axis of Change
Strategic Realignment
Organizations
Models Affected
Sources
- 01 wsj.com