Microsoft Reports Azure Sales Quarterly Amid Cloud Computing Boom
Microsoft has announced that it will start reporting sales from its Azure cloud computing unit on a quarterly basis, providing a direct comparison to its top rivals Amazon.com and Alphabet's Google in the rapidly growing computing market.
This change is part of Microsoft's move from three reporting segments to two: 'Agents and Infra' and 'Devices and Consumer'. The new 'Agents and Infra' segment will include Azure cloud sales, AI-based software revenue, and traditional business software sales. In contrast, the 'Devices and Consumer' segment will cover Windows operating system sales, Xbox gaming unit revenue, and advertising sales across both Bing search engine and LinkedIn.
Azure is a major cloud computing provider to OpenAI, which had exclusively used Microsoft for training its models until changes in their deal allowed OpenAI to work with Amazon Web Services and others. AWS generated $128.7 billion in sales in calendar year 2025.