Microsoft rejigs reporting on business units, offers clarity on AI benefits

Microsoft on Wednesday restructured how it reports results for its business units, moving some search and news advertising revenue under the Azure cloud-computing unit as the tech giant looks to offer investors a clearer picture on AI contributions.

The company said revenue from the AI and speech technology services that its Nuance unit offers would now come under its productivity business – home to the Office suite of apps – instead of the intelligent cloud division. The rejig will allow Microsoft to align the reporting structure with how its businesses are managed, it said.