Microsoft reorganizes its business into two segments centered on AI agents
Satya Nadella, Microsoft's CEO, said in his annual letter that the company is now organized into two groups: AI agents and infrastructure, and consumer devices. Agents are no longer a feature of its products but the company's organizing principle. Microsoft reported revenue of $331.8 billion in fiscal year 2026, up 18%, and Azure surpassed $100 billion for the first time. Nadella also presented the Maia 300 chip and defended confidence in the long-term returns of its AI investments.
In 35 seconds
- Microsoft splits into two segments: AI agents and infrastructure, and consumer devices
- Fiscal year 2026 revenue: $331.8 billion, up 18%; operating profit of $155.2 billion, up 21%
- Azure surpassed $100 billion in revenue for the first time and Microsoft Cloud reached $214.4 billion
Read the full story at Xataka
IASummary generated by artificial intelligence from a story by Xataka. It may contain errors: the original source prevails.
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