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AI brief of an SEC Form 8-K · Microsoft (MSFT)

Microsoft to report two segments, Agents and Infra and Devices and Consumer, from FY27

Neutral Impact 3 of 5 other Written later

Microsoft said on September 2, 2026 that it will replace its three reporting segments with two, Agents and Infra and Devices and Consumer, beginning in fiscal 2027. The filing restates prior-period results to the new structure and says the total company FY27 Q1 revenue outlook is unchanged, with the segment split adjusted mechanically.

Key points

  • Three segments (Productivity and Business Processes, Intelligent Cloud, More Personal Computing) become two: Agents and Infra, and Devices and Consumer, starting in FY27.
  • Restated FY26 revenue: Agents and Infra $268.1 billion and Devices and Consumer $63.7 billion, totaling $331.8 billion.
  • Adjusted FY27 Q1 outlook: Agents and Infra revenue of $75.15 to $75.75 billion and Devices and Consumer revenue of $14.7 to $15.2 billion; total company outlook shown as no change.
  • Azure, Microsoft 365 commercial cloud and LinkedIn metrics are redefined, with some revenue moved between product lines.

The filing

CompanyMicrosoft (MSFT)
Form8-K, current report
Filed with the SECSep 2, 2026, 4:30 PM ET
Accession number0001193125-26-380280

Items reported: 7.01 Regulation FD Disclosure

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:16 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on September 02, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.