8-KRegulation FDExhibits & Filings

MICROSOFT CORP 8-K Report, Regulation FD Disclosure (Sep 2, 2026)

Filed September 2, 2026For Securities:MSFT

Summary

Microsoft Corporation announced a significant organizational change effective fiscal year 2027, which will alter how the company reports its financial performance. The company is transitioning to a new reporting structure with two primary segments: 'Agents and Infra' and 'Devices and Consumer'. This move is intended to provide investors with a clearer view of performance within these redefined operational areas. The presentation materials detailing these changes and historical data on the new segment basis have been made available on the Investor Relations website.

Key Highlights

  • 1Microsoft is changing its reportable segments for financial reporting starting in fiscal year 2027.
  • 2The new reporting structure will consist of two segments: 'Agents and Infra' and 'Devices and Consumer'.
  • 3This change aims to provide investors with a more focused view of performance within the updated operational segments.
  • 4Presentation materials detailing the new segments and historical data have been furnished and are available on the company's Investor Relations website.
  • 5The updated segment information is provided on a basis consistent with the new structure.
  • 6This disclosure is made under Regulation FD.

Frequently Asked Questions

Microsoft is changing its reportable segments to better reflect how it manages its operations and to provide investors with a clearer, more focused view of financial performance within its updated business structure, effective fiscal year 2027.

Beginning in fiscal year 2027, Microsoft will report its financial performance based on two new segments: 'Agents and Infra' and 'Devices and Consumer'.

Detailed presentation materials, including historical data presented on the new segment basis, are available on Microsoft's Investor Relations website.

The information provided in this Form 8-K, including the presentation materials, is furnished under Regulation FD and is not considered 'filed' for purposes of Section 18 of the Exchange Act, nor is it automatically incorporated into other SEC filings unless expressly stated.