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Microsoft Corporation (MSFT) filed an 8-K current report with the SEC on September 2, 2026 reporting Item 7.01 (Regulation FD Disclosure), Item EX-99.1 (Exhibit EX-99.1). New FY27 reporting structure: Agents and Infra; Devices and Consumer.
Microsoft Corporation 8-K event analysis
AI summary of each reported item and its exhibits
Item 7.01 · Regulation FD Disclosure
- New FY27 reporting structure: Agents and Infra; Devices and Consumer
- Historical financial data recast on the updated segment basis in Exhibit 99.1
- Investor metrics changing alongside segment management beginning fiscal 2027
- Segment realignment may affect comparability with prior Microsoft disclosures
- Materials furnished under Regulation FD, not filed under Exchange Act Section 18 liability
Item EX-99.1 · Exhibit EX-99.1
- FY27 reporting shifts from three segments to Agents and Infra and Devices and Consumer, aligning disclosures with Microsoft’s AI-centric operating model
- Agents and Infra FY26 revenue $268.127B and operating income $136.365B, representing the dominant earnings engine
- Devices and Consumer FY26 revenue $63.712B and operating income $18.872B, with advertising consolidated alongside Windows and Xbox
- Restated FY26 Azure revenue $101.938B, up 40%; Microsoft 365 commercial cloud growth 18%; industry solutions cloud growth 12%
- FY27 Q1 outlook: Agents and Infra revenue $75.15B-$75.75B and Devices and Consumer revenue $14.7B-$15.2B
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