Microsoft optimizes the structure of the business department report to clearly demonstrate the growth advantage of AI

According to the financial news app Zhitong Finance, Microsoft (MSFT.US) adjusted its earnings report structure on Wednesday to more clearly demonstrate the contribution of artificial intelligence technology to its business to investors. The tech giant has transferred some search and news advertising revenue from the Intelligent Cloud division to the Azure cloud computing division.

Microsoft explained that revenue from the Nuance division, including artificial intelligence and speech technology services, will now be included in the Productivity and Business Processes division, where the Office suite is located. The Productivity and Business Processes division covers products such as Office, Exchange, and SharePoint, while the Intelligent Cloud division includes Azure and server products.

This adjustment is aimed at aligning Microsoft's reporting structure with its business management approach to ensure that investors can more clearly see the company's progress and achievements in the field of artificial intelligence. As a result, Microsoft reiterated the revenue growth of each division in the previous fiscal year and made corresponding adjustments to the forecast for the July to September quarter.

In the field of artificial intelligence, large tech companies such as Microsoft and Google are facing pressure from investors to prove that their significant investments in artificial intelligence infrastructure will yield returns. Microsoft is one of the few companies that separately list the contribution of artificial intelligence in its quarterly earnings reports, indicating that it is beginning to see the positive impact of its artificial intelligence investments.

Last month, the Windows maker reported that despite overall business growth slowing down, artificial intelligence brought greater momentum to Azure in the June quarter. Microsoft expects that in the second half of the 2025 fiscal year, Azure's growth will accelerate.

For the upcoming first quarter, Microsoft expects revenue from the Intelligent Cloud division to be between $23.8 billion and $24.1 billion, lower than the previous expectation of $28.6 billion to $28.9 billion. Revenue for the More Personal Computing division is expected to be between $12.25 billion and $12.65 billion, down from the previous expectation of $14.9 billion to $15.3 billion. Revenue for the Productivity and Business Processes division is expected to be between $27.75 billion and $28.05 billion, higher than the previous $20.3 billion to $20.6 billion.

This adjustment not only reflects Microsoft's optimization of its internal business structure but also demonstrates the company's emphasis on the role of artificial intelligence technology in driving business growth. By more accurately delineating the sources of revenue from different divisions, Microsoft hopes that investors can better understand its strategic layout and commercial potential in the field of artificial intelligence