Shuffles financial metrics so Copilot Pro revenue ends up in a happier place
Microsoft has changed the way it reports its financial results.
The software giant on Wednesday published a regulatory filing in which it revealed the creation of a segment named „Microsoft 365 Commercial products and cloud services“ which will recognize revenue from Office 365 Commercial, the Enterprise Mobility and Security (EMS) range, and Windows Commercial Cloud.
Microsoft’s „Productivity and Business Processes“ segment therefore emerges with four sub-categories: M365 Commercial, M365 Consumer, Dynamics, and LinkedIn.
The new segments look like this:
One reason for the change is that all Copilot Pro revenue was previously attributed to M356 Consumer – obviously that won’t do at a time markets are nervous about whether hyperscalers hyper-spending on AI infrastructure will pay off.
