Microsoft Azure Revenue to Be Disclosed Quarterly
The tech giant will start reporting quarterly revenue for its Azure cloud business as part of a broader shift in its reporting structure, aiming to provide investors with a clearer picture of its growth in the AI and cloud markets, with Azure revenue having grown 42% to $29.42B in the June quarter
Microsoft will start disclosing quarterly revenue for its Azure cloud business as part of a broader shift in its reporting structure. The company's reporting structure will now include two segments: Agents and Infra, and Devices and Consumer.
The change aims to provide investors with a clearer picture of the company's business and its growth in the AI and cloud markets. In the June quarter, Azure revenue grew 42% to $29.42B. For the fiscal year ended June 30, Azure revenue was $101.9 billion.
In comparison, Amazon Web Services (AWS) had $128.7 billion in sales for calendar 2025, while Microsoft Azure generated $85.8 billion over the comparable four-quarter period. Google Cloud reported $24.8 billion in quarterly revenue.
The European Commission has reached a preliminary position that Azure should be designated a gatekeeper. Microsoft will exclude certain services, including GitHub cloud services, developer cloud services, the Security Copilot assistant, and healthcare and life sciences cloud products, from Azure revenue.
## Why it matters The shift in reporting structure is significant as it will allow investors to better gauge the performance of Microsoft's Azure business. The move is also seen as a way for the company to provide more transparency and clarity on its growth in the AI and cloud markets. With the increasing competition in the cloud market, the disclosure of quarterly revenue for Azure will provide valuable insights into the company's position in the market.
