Microsoft unveiled significant organizational changes for FY25, restructuring its segment reporting to better align with business management. The key change consolidates Microsoft 365 Commercial revenue components into the Productivity and Business Processes segment, including Office Commercial, Enterprise Mobility + Security, Power BI per-user revenue, and Windows Commercial products.Additional changes include moving Copilot Pro revenue to Search advertising, relocating Nuance Enterprise to Dynamics, and combining Windows and Devices revenue reporting. The company also elevated cloud revenue growth metrics for Microsoft 365 Commercial, Consumer, Dynamics 365, and Azure as key performance indicators, reflecting its strategic focus on cloud growth.For FY25 Q1, Microsoft updated its outlook with Azure revenue growth projected at 33% in constant currency, Microsoft 365 Commercial cloud revenue expected to grow 15%, and Windows OEM and Devices revenue forecasted to increase in low-single digits. The company maintains its overall guidance with minimal foreign currency impact of less than 1 point on revenue growth.

Microsoft unveiled significant organizational changes for FY25, restructuring its segment reporting to better align with business management. The key change consolidates Microsoft 365 Commercial revenue components into the Productivity and Business Processes segment, including Office Commercial, Enterprise Mobility + Security, Power BI per-user revenue, and Windows Commercial products.Additional changes include moving Copilot Pro revenue to Search advertising, relocating Nuance Enterprise to Dynamics, and combining Windows and Devices revenue reporting. The company also elevated cloud revenue growth metrics for Microsoft 365 Commercial, Consumer, Dynamics 365, and Azure as key performance indicators, reflecting its strategic focus on cloud growth.For FY25 Q1, Microsoft updated its outlook with Azure revenue growth projected at 33% in constant currency, Microsoft 365 Commercial cloud revenue expected to grow 15%, and Windows OEM and Devices revenue forecasted to increase in low-single digits. The company maintains its overall guidance with minimal foreign currency impact of less than 1 point on revenue growth.