Form 8-K · Current report
Microsoft 8-K, filed Sep 2, 2026
- Filed
- CIK
- 0000789019
- Accession no.
- 0001193125-26-380280
Summary
Microsoft will shift to two reportable segments — Agents and Infra and Devices and Consumer — starting in fiscal year 2027, replacing its current three segments (Productivity and Business Processes, Intelligent Cloud, and More Personal Computing), and is restating historical financials and updating investor metrics to match. CEO Satya Nadella said AI is blurring the boundaries between Microsoft's products and changing its business models, and that the change is meant to increase transparency into how the business operates and allocates resources.
Key points
- Agents and Infra will include Azure, Microsoft 365 cloud, productivity and server licensing, industry solutions, and frontier and support services.
- Devices and Consumer will include Windows, Xbox, and search and advertising.
- Azure's revenue growth metric is redefined to exclude GitHub cloud and other developer cloud services and Security Copilot, which move into Microsoft 365 commercial cloud; the Microsoft 365 commercial seat metric will include paid GitHub seats.
- LinkedIn Marketing Solutions and Premium Subscriptions move into the search and advertising metric, and Dynamics 365, LinkedIn Talent and Sales Solutions, and Healthcare and Life Sciences cloud form a new Industry solutions cloud metric.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 7.01Regulation FD Disclosure
- 9.01Financial Statements and Exhibits
From the filing
Item 7.01. Regulation FD Disclosure On September 2, 2026, Microsoft Corporation (the “Company”) posted presentation materials to its Investor Relations website titled “FY27 Segments and Investor Metrics” announcing a change in reportable segments and investor metrics. Beginning in fiscal year 2027, the Company will manage its operations under this updated reporting structure and report its financial performance based on two reportable segments: (1) Agents and Infra and (2) Devices and Consumer. A copy of the presentation materials is furnished as Exhibit 99.1 to this report. …
An excerpt of the text as filed with the SEC, cut for length.
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