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Microsoft shifts reporting to two segments for AI era

Microsoft will move to two new reporting categories—Agents and Infra, and Devices and Consumer—effective with first-quarter fiscal 2027 data, bringing artificial intelligence closer to the center.

MSFT

Microsoft Corp. (MSFT, Financials) is shifting the way it reports its business and the new structure brings artificial intelligence much closer to the center.

Microsoft is moving to two new reporting categoriesAgents and Infra and Devices and Consumereffective with first-quarter fiscal 2027 data.Th…