Microsoft is reorganizing its reporting structure to better clarify how AI investments are driving growth across its business segments, reflecting increased scrutiny from investors.
In an earnings conference call, Microsoft revealed that AI services contributed eight percentage points to Azure's impressive 29% growth, showcasing the technology's revenue potential.
The restructuring will include Microsoft 365's commercial components in the Productivity and Business Processes segment to enhance clarity regarding AI's impact on overall revenue.
Microsoft acknowledged that the changes might seem minor but aim to address prior criticisms regarding the transparency of AI revenue reporting in its financial results.
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