FilingsSEC filing
Microsoft moves to two reporting segments in fiscal year 2027, with XBOX in Devices and Consumer
Form8-K
FiledSep 2
Items7.01
CompanyMicrosoft
Microsoft said on Sep 2, 2026 that from fiscal year 2027 it would report its financial performance in two segments, Agents and Infra and Devices and Consumer. The new structure would replace three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. Devices and Consumer would include Windows, XBOX and advertising, and the company's presentation said XBOX was unchanged in its updated product and service reporting. Microsoft posted the presentation on its investor relations website and furnished it with an 8-K, a US company's report of a material event, filed on Sep 2, 2026.1,2,3,4,5,6
How each figure was checked
- the company posted presentation materials on September 2, 2026 announcing a change in reportable segments and investor metricsSeptember 2, 2026Microsoft Form 8-K filed Sep 2, 2026, SEC EDGAR ↗
- the company said that from fiscal year 2027 it would report based on two reportable segmentsfiscal year 2027; two reportable segments: Agents and Infra, and Devices and ConsumerMicrosoft Form 8-K filed Sep 2, 2026, SEC EDGAR ↗
- the three reporting segments the two new segments were to replacethree reporting segments (Productivity and Business Processes, Intelligent Cloud, and More Personal Computing) to two segmentsMicrosoft investor presentation, FY27 Segments and Investor Metrics (Exhibit 99.1), SEC EDGAR ↗
- the businesses the Devices and Consumer segment would includeWindows, XBOX, and advertising businessesMicrosoft investor presentation, FY27 Segments and Investor Metrics (Exhibit 99.1), SEC EDGAR ↗
- the presentation said XBOX was unchanged in the updated product and service reporting definitions under Devices and ConsumerXBOX is unchangedMicrosoft investor presentation, FY27 Segments and Investor Metrics (Exhibit 99.1), SEC EDGAR ↗
- the day the 8-K was filedSep 2, 2026
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The record
- Company
- Microsoft (CIK 789019)
- Form
- 8-K
- Accession
- 0001193125-26-380280
- Filed
- Sep 2, 2026
- Period of report
- Sep 2, 2026
- Items
- 7.01 Reg FD disclosure
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About Microsoft
Microsoft page →Revenue$331.84 billionYear to Jun 30, 2026 · +17.79% year over year
Operating income$155.24 billionYear to Jun 30, 2026 · +20.78% year over year
Net income$133.75 billionYear to Jun 30, 2026 · +31.34% year over year
- Studios
- Havok, Microsoft Gaming, PlayFab
- Games
- Blizzard Arcade Collection, Call of Duty, Call of Duty: Black Ops 4, Call of Duty: Black Ops 6, Call of Duty: Black Ops 7, Call of Duty: Black Ops Cold War and 46 more
- Open roles
- No public hiring feed we can read
- Layoffs, 12 months
- 1,261 workers named · 4 notices, latest Sep 22
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