微软2027财年起改革财报结构 将公布Azure营收数据

格隆汇
Sep 03
微软(MSFT.O)宣布将开始披露Azure云业务的季度销售额,此举改变了公司长期仅公布Azure营收增速、不披露具体收入的做法。微软表示,考虑到Azure的规模和重要性,目前是提高透明度的合适时机。此次调整是微软自2015年以来首次大规模改革主要财务报告结构。微软将原有的智能云(Intelligent Cloud)业务和生产力与商业流程业务合并为“代理与基础设施”(Agents & Infra)部门;更多个人计算(More Personal Computing)业务则调整为“设备与消费者”(Devices & Consumer)部门。微软表示,人工智能正在改变公司构建产品和运营方式,模糊产品之间的界限并重塑商业模式。公司此前披露,Azure截至6月结束的财年销售额超过1000亿美元,高于上一财年的750亿美元,约占微软总营收的30%。此次新的报告结构将在微软公布2027财年第一季度财报时正式实施。

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