Microsoft Reveals Azure Sales for the First Time as It Reshapes Financial Reporting
Microsoft discloses Azure sales
Microsoft has revealed the sales figures for its Azure cloud business on a quarterly basis for the first time, offering a clearer picture of the scale of one of its biggest businesses.
Azure generated $29.4 billion in sales in Microsoft's most recent quarter, while sales for the fiscal year ended June 30 reached $101.9 billion, according to the company's latest disclosure reported by Reuters.
Microsoft had previously reported Azure's growth rate without separately disclosing its sales figures. The change gives investors a more direct way to compare Microsoft's cloud business with rivals such as Amazon Web Services (AWS) and Google Cloud.
Azure competes with AWS and Google Cloud
The newly disclosed figures put Azure behind AWS, which reported $42.2 billion in cloud sales in its latest quarter, but ahead of Google Cloud, which recorded $24.8 billion during the same period.
The disclosure comes as cloud providers continue to see strong demand linked to artificial intelligence and the infrastructure needed to run AI workloads.
Microsoft has also reported strong growth in Azure and other cloud services in its financial results. Its earlier investor reporting showed Azure and other cloud services revenue growing 39% in fiscal 2026's second quarter, driven by demand across its cloud portfolio.
Microsoft changes its financial reporting structure
Alongside the Azure disclosure, Microsoft is changing the way it reports its business operations.
The company is moving from three reporting segments to two. The new “Agents and Infra” segment will bring together Azure, Microsoft 365, GitHub and other AI- and cloud-related businesses. The “Devices and Consumer” segment will include Windows, Xbox, search and advertising operations.
Microsoft CEO Satya Nadella said the rapid development of AI is changing both technology and business, prompting the company to rethink how its products and businesses are grouped.
Azure remains central to Microsoft's cloud strategy
The reporting changes come as Microsoft continues to expand its cloud and AI infrastructure. In its 2025 annual report, Microsoft said Azure had surpassed $75 billion in annual revenue for the first time, highlighting the growth of the business before the latest disclosure of its more detailed sales figures.
Microsoft has also made some adjustments to its Azure revenue outlook because of changes in how certain GitHub sales are classified. The company said the overall quarterly outlook remained unchanged.
The new reporting structure and direct Azure figures are expected to give investors a clearer view of how Microsoft's cloud and AI businesses are performing as competition across the sector intensifies.
