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.
