Microsoft finally puts a dollar figure on Azure, and narrows what Azure means
Microsoft will report Azure revenue in dollars each quarter for the first time, having grown it 42% to $29.42B in the June quarter under a new two-segment structure. The European Commission reached a preliminary position in June that Azure should be designated a gatekeeper, with a final decision expected by the end of the year.
Microsoft will report Azure’s revenue in dollars every quarter for the first time. The change comes with a broader reporting overhaul, CNBC reported.
The number is substantial. Azure grew 42% to $29.42B in the June quarter under the new structure, close to 33% of Microsoft’s total revenue.
The operating segments drop from three to two, a structure in place since 2015. They become Agents and Infra, and Devices and Consumer, according to the company presentation.
What counts as Azure is narrowing at the same time. GitHub cloud services, developer cloud services, the Security...
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