Microsoft to Disclose Azure Sales After Years of Investor Pressure
· Business · Bloomberg, Economic Times
Microsoft Corp. will start reporting quarterly sales for its Azure cloud business, reversing its long-standing practice of bundling the unit's results within a broader segment. Wall Street analysts have repeatedly criticised the company for withholding specific Azure revenue figures, making it harder to gauge the unit's growth against competitors such as Amazon Web Services and Alphabet's Google Cloud. The disclosure is set to begin in the next quarterly earnings cycle. The decision marks a significant shift in Microsoft's investor relations approach. Microsoft did not immediately respond to a request for further comment, and the exact reporting structure has not been publicly detailed.
Why it matters
Indian IT services firms such as Infosys, TCS, Wipro, and HCLTech compete directly with Azure in cloud migration deals, and transparent revenue figures will sharpen benchmarking against AWS and Google Cloud, affecting contract pricing and partnership leverage across India's enterprise tech sector.
Read the original report — Bloomberg
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