{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-09-22T13:01:25.265Z","headline":"微软调整财报口径：业务改为智能体与基础设施、设备与消费者 2 板块，将披露 Azure 季度收入","description":"Microsoft 于当地时间 9 月 2 日宣布调整财报口径，将业务从此前生产力和商业流程、智能云、更个人化计算 3 板块改为智能体与基础设施、设备与消费者 2 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2 板块，将披露 Azure 季度收入","summary":"Microsoft 于当地时间 9 月 2 日宣布调整财报口径，将业务从此前生产力和商业流程、智能云、更个人化计算 3 板块改为智能体与基础设施、设备与消费者 2 板块。","category":"行业动态","source":"IT之家","aggregationSource":"IT之家（RSS）","pageTitle":"微软调整财报口径：业务改为智能体与基础设施、设备与消费者 2 板块，将披露 Azure 季度收入 - Aioga AI资讯","description":"Microsoft 于当地时间 9 月 2 日宣布调整财报口径，将业务从此前生产力和商业流程、智能云、更个人化计算 3 板块改为智能体与基础设施、设备与消费者 2 板块。","url":"https://www.aioga.com/news/cmtl9l9mv0mm6roal0jowoxme/","articleBody":["微软调整财报口径：业务改为智能体与基础设施、设备与消费者 2 板块，将披露 Azure 季度收入 这条更新来自 ithome.com，发布时间为 2026-09-03，Aioga 保留原文入口以便核验。","摘要：Microsoft 于当地时间 9 月 2 日宣布调整财报口径，将业务从此前生产力和商业流程、智能云、更个人化计算 3 板块改为智能体与基础设施、设备与消费者 2 板块。","背景：调整后，“智能体与基础设施”大致相当于原“生产力和商业流程”与“智能云”之和；“设备与消费者”则在原“更个人化计算”基础上纳入LinkedIn部分营销解决方案和高级订阅业务。此前独立列示的LinkedIn也将按业务属性拆分归入其他项目。","Aioga 观察：Aioga 判断：此次调整重新划分了微软业务的呈现方式。Azure在开发者云等内容迁移至Microsoft 365云后，将更集中体现按使用量计费的平台和基础设施业务，季度收入披露或有助于观察其单项业务表现。","影响与后续：可能影响：新的板块结构可能改变外界对微软业务组合和历史数据的比较方式；Azure单独披露季度收入，可能增加相关业务透明度，但不代表仅凭披露口径变化即可判断业务增长、竞争地位或未来表现。 后续观察：需要关注微软后续财报如何呈现新旧板块之间的对应关系，以及Azure季度收入的具体披露方式；在缺少进一步数据前，不足以据此推断各板块的实际经营变化。"]},"en":{"title":"Microsoft Adjusts Financial Reporting: Business Shifts to Two Segments—Intelligent Cloud & Infrastructure, Devices & Consumer, Will Disclose Azure Quarterly Revenue","summary":"On September 2 local time, Microsoft announced an adjustment in its financial reporting structure, changing its business segments from the previous three—Productivity and Business Processes, Intelligent Cloud, and More Personal Computing—to two segments: Intelligent Cloud & Infrastructure and Devices & Consumer.","category":"Industry","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft Adjusts Financial Reporting: Business Shifts to Two Segments—Intelligent Cloud & Infrastructure, Devices & Consumer, Will Disclose Azure Quarterly Revenue - Aioga AI News","description":"On September 2 local time, Microsoft announced an adjustment in its financial reporting structure, changing its business 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AIニュース","description":"現地時間9月2日、マイクロソフトは財務報告フォーマットの調整を発表し、従来の生産性・ビジネスプロセス、インテリジェントクラウド、よりパーソナライズされたコンピューティングセグメントから、エージェント&インフラストラクチャおよびデバイス&コンシューマー2へと事業を変更しました。","url":"https://www.aioga.com/ja/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:08.062Z"},"ko":{"title":"마이크로소프트는 재무 보고서를 조정하여 사업을 에이전트 및 인프라, 디바이스 및 소비자 2 부문으로 전환했으며, Azure의 분기별 매출을 공개할 예정입니다","summary":"현지 시간인 9월 2일, 마이크로소프트는 재무보고 형식을 조정하여 이전의 생산성 및 비즈니스 프로세스, 지능형 클라우드, 더 개인화된 컴퓨팅 부문에서 에이전트 및 인프라, 디바이스 및 소비자 2로 사업을 변경한다고 발표했습니다.","category":"업계 동향","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"마이크로소프트는 재무 보고서를 조정하여 사업을 에이전트 및 인프라, 디바이스 및 소비자 2 부문으로 전환했으며, Azure의 분기별 매출을 공개할 예정입니다 - Aioga AI 뉴스","description":"현지 시간인 9월 2일, 마이크로소프트는 재무보고 형식을 조정하여 이전의 생산성 및 비즈니스 프로세스, 지능형 클라우드, 더 개인화된 컴퓨팅 부문에서 에이전트 및 인프라, 디바이스 및 소비자 2로 사업을 변경한다고 발표했습니다.","url":"https://www.aioga.com/ko/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:17.791Z"},"es":{"title":"Microsoft ajustó su informe financiero: el negocio se desplazó a los segmentos Agente & Infraestructura y Dispositivos & Consumidor 2, y divulgará los ingresos trimestrales de Azure","summary":"El 2 de septiembre, hora local, Microsoft anunció un ajuste en su formato de informes financieros, cambiando su negocio de los anteriores segmentos de Productividad y Procesos de Negocio, Nube Inteligente y Computación Más Personalizada a Agentes e Infraestructura y Dispositivos y Consumidor 2.","category":"Industria","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft ajustó su informe financiero: el negocio se desplazó a los segmentos Agente & Infraestructura y Dispositivos & Consumidor 2, y divulgará los ingresos trimestrales de Azure - Aioga Noticias de IA","description":"El 2 de septiembre, hora local, Microsoft anunció un ajuste en su formato de informes financieros, cambiando su negocio de los anteriores segmentos de Productividad y Procesos de N...","url":"https://www.aioga.com/es/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:17.652Z"},"fr":{"title":"Microsoft a ajusté son rapport financier : l’activité s’est orientée vers les segments Agent & Infrastructure et Appareils & Consommateur 2, et divulguera le chiffre d’affaires trimestriel d’Azure","summary":"Le 2 septembre, heure locale, Microsoft a annoncé un ajustement de son format de reporting financier, passant des segments précédents Productivité & Processus Métier, Cloud Intelligent et Informatique Plus Personnalisée à Agents & Infrastructure et Appareils & Consommateur 2.","category":"Industrie","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft a ajusté son rapport financier : l’activité s’est 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September Ortszeit kündigte Microsoft eine Anpassung des Finanzberichtsformats an und stellte sein Geschäft von den bisherigen Segmenten Produktivität & Geschäftsprozesse, In...","url":"https://www.aioga.com/de/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:27.785Z"},"pt-BR":{"title":"A Microsoft ajustou seu relatório financeiro: o negócio mudou para os segmentos Agente & Infraestrutura e Dispositivos & Consumidor 2, e divulgará a receita trimestral do Azure","summary":"Em 2 de setembro, horário local, a Microsoft anunciou um ajuste em seu formato de relatórios financeiros, mudando seu negócio dos segmentos anteriores de Produtividade e Processos de Negócios, Nuvem Inteligente e Computação Mais Personalizada para Agentes & Infraestrutura e Dispositivos & Consumidor 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"A Microsoft ajustou seu relatório financeiro: o negócio mudou para os segmentos Agente & Infraestrutura e Dispositivos & Consumidor 2, e divulgará a receita trimestral do Azure - Aioga Notícias de IA","description":"Em 2 de setembro, horário local, a Microsoft anunciou um ajuste em seu formato de relatórios financeiros, mudando seu negócio dos segmentos anteriores de Produtividade e Processos...","url":"https://www.aioga.com/pt-BR/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:37.547Z"},"ru":{"title":"Microsoft скорректировала свой финансовый отчёт: бизнес переключился на сегменты Agent & Infrastructure и Devices & Consumer 2, и раскроет квартальную выручку Azure","summary":"2 сентября по местному времени Microsoft объявила о корректировке формата финансовой отчетности, изменив бизнес с прежних сегментов Productivity and Business Processes, Intelligent Cloud и More Personalized Computing на Agents & Infrastructure и Devices & Consumer 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft скорректировала свой финансовый отчёт: бизнес переключился на сегменты Agent & Infrastructure и Devices & Consumer 2, и раскроет квартальную выручку Azure - Aioga Новости ИИ","description":"2 сентября по местному времени Microsoft объявила о корректировке формата финансовой отчетности, изменив бизнес с прежних сегментов Productivity and Business Processes, Intelligent...","url":"https://www.aioga.com/ru/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:36.946Z"},"ar":{"title":"عدلت مايكروسوفت تقريرها المالي: حيث تحولت الأعمال إلى قطاعي الوكلاء والبنية التحتية والأجهزة والمستهلك 2، وستكشف عن إيرادات Azure الفصلية","summary":"في 2 سبتمبر بالتوقيت المحلي، أعلنت مايكروسوفت عن تعديل في تنسيق التقارير المالية، حيث غيرت أعمالها من قطاعات الإنتاجية والعمليات التجارية، والسحابة الذكية، والحوسبة الشخصية إلى الوكلاء والبنية التحتية والأجهزة والمستهلك 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"عدلت مايكروسوفت تقريرها المالي: حيث تحولت الأعمال إلى قطاعي الوكلاء والبنية التحتية والأجهزة والمستهلك 2، وستكشف عن إيرادات Azure الفصلية - Aioga أخبار الذكاء الاصطناعي","description":"في 2 سبتمبر بالتوقيت المحلي، أعلنت مايكروسوفت عن تعديل في تنسيق التقارير المالية، حيث غيرت أعمالها من قطاعات الإنتاجية والعمليات التجارية، والسحابة الذكية، والحوسبة الشخصية إلى الو...","url":"https://www.aioga.com/ar/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:46.521Z"},"hi":{"title":"माइक्रोसॉफ्ट ने अपनी वित्तीय रिपोर्ट को समायोजित किया: व्यवसाय एजेंट और इंफ्रास्ट्रक्चर और डिवाइस और उपभोक्ता 2 सेगमेंट में स्थानांतरित हो गया, और एज़्योर तिमाही राजस्व का खुलासा करेगा","summary":"स्थानीय समयानुसार 2 सितंबर को, माइक्रोसॉफ्ट ने अपने वित्तीय रिपोर्टिंग प्रारूप में समायोजन की घोषणा की, जिसमें अपने व्यवसाय को पिछली उत्पादकता और व्यावसायिक प्रक्रियाओं, इंटेलिजेंट क्लाउड और अधिक व्यक्तिगत कंप्यूटिंग सेगमेंट से बदलकर एजेंट और बुनियादी ढांचा और उपकरण और उपभोक्ता 2 में बदल दिया गया।","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"माइक्रोसॉफ्ट ने अपनी वित्तीय रिपोर्ट को समायोजित किया: व्यवसाय एजेंट और इंफ्रास्ट्रक्चर और डिवाइस और उपभोक्ता 2 सेगमेंट में स्थानांतरित हो गया, और एज़्योर तिमाही राजस्व का खुलासा करेगा - Aioga AI समाचार","description":"स्थानीय समयानुसार 2 सितंबर को, माइक्रोसॉफ्ट ने अपने वित्तीय रिपोर्टिंग प्रारूप में समायोजन की घोषणा की, जिसमें अपने व्यवसाय को पिछली उत्पादकता और व्यावसायिक प्रक्रियाओं, इंटेलिजेंट...","url":"https://www.aioga.com/hi/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:46.418Z"},"it":{"title":"Microsoft ha adeguato il suo bilancio: il business si è spostato sui segmenti Agent & Infrastructure e Devices & Consumer 2, e divulgherà i ricavi trimestrali di Azure","summary":"Il 2 settembre ora locale, Microsoft ha annunciato un aggiustamento al formato di rendicontazione finanziaria, cambiando il suo business dai precedenti segmenti Productivity & Business Processes, Intelligent Cloud e More Personalized Computing a Agents & Infrastructure e Devices & Consumer 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft ha adeguato il suo bilancio: il business si è spostato sui segmenti Agent & Infrastructure e Devices & Consumer 2, e divulgherà i ricavi trimestrali di Azure - Aioga Notizie IA","description":"Il 2 settembre ora locale, Microsoft ha annunciato un aggiustamento al formato di rendicontazione finanziaria, cambiando il suo business dai precedenti segmenti Productivity & Busi...","url":"https://www.aioga.com/it/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:55.913Z"},"nl":{"title":"Microsoft paste zijn financiële rapport aan: de bedrijfsvoering is verschoven naar de segmenten Agent & Infrastructuur en Apparaten & Consument 2, en zal de kwartaalomzet van Azure openbaar maken","summary":"Op 2 september lokale tijd kondigde Microsoft een aanpassing aan in het financiële rapportageformat, waarbij het bedrijf veranderde van de eerdere segmenten Productivity & Business Processes, Intelligent Cloud en More Personalized Computing naar Agents & Infrastructure en Devices & Consumer 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft paste zijn financiële rapport aan: de bedrijfsvoering is verschoven naar de segmenten Agent & Infrastructuur en Apparaten & Consument 2, en zal de kwartaalomzet van Azure openbaar maken - Aioga AI-nieuws","description":"Op 2 september lokale tijd kondigde Microsoft een aanpassing aan in het financiële rapportageformat, waarbij het bedrijf veranderde van de eerdere segmenten Productivity & Business...","url":"https://www.aioga.com/nl/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:41:56.068Z"},"tr":{"title":"Microsoft finansal raporunu düzeltti: iş Ajan & Altyapı ve Cihazlar & Tüketici 2 segmentlerine kaydı ve Azure çeyrek gelirini açıklayacak","summary":"2 Eylül yerel saatle Microsoft, finansal raporlama formatında bir değişiklik yaptığını duyurdu ve işini önceki Verimlilik ve İş Süreçleri, Akıllı Bulut ve Daha Kişiselleştirilmiş Hesaplama segmentlerinden Ajanlar & Altyapı ve Cihazlar & Tüketici 2'ye dönüştürdü.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft finansal raporunu düzeltti: iş Ajan & Altyapı ve Cihazlar & Tüketici 2 segmentlerine kaydı ve Azure çeyrek gelirini açıklayacak - Aioga AI Haberleri","description":"2 Eylül yerel saatle Microsoft, finansal raporlama formatında bir değişiklik yaptığını duyurdu ve işini önceki Verimlilik ve İş Süreçleri, Akıllı Bulut ve Daha Kişiselleştirilmiş H...","url":"https://www.aioga.com/tr/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:42:05.282Z"},"vi":{"title":"Microsoft điều chỉnh báo cáo tài chính: hoạt động kinh doanh chuyển sang các phân khúc Agent & Infrastructure và Devices & Consumer 2, đồng thời sẽ công bố doanh thu hàng quý của Azure","summary":"Vào ngày 2 tháng 9 theo giờ địa phương, Microsoft đã công bố điều chỉnh định dạng báo cáo tài chính, chuyển đổi hoạt động kinh doanh từ các phân khúc trước đây như Năng suất & Quy trình Kinh doanh, Đám mây Thông minh và Máy tính Cá nhân hóa hơn sang Đại lý & Cơ sở hạ tầng và Thiết bị & Người tiêu dùng 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft điều chỉnh báo cáo tài chính: hoạt động kinh doanh chuyển sang các phân khúc Agent & Infrastructure và Devices & Consumer 2, đồng thời sẽ công bố doanh thu hàng quý của Azure - Tin tức AI Aioga","description":"Vào ngày 2 tháng 9 theo giờ địa phương, Microsoft đã công bố điều chỉnh định dạng báo cáo tài chính, chuyển đổi hoạt động kinh doanh từ các phân khúc trước đây như Năng suất & Quy...","url":"https://www.aioga.com/vi/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:42:05.130Z"},"id":{"title":"Microsoft menyesuaikan laporan keuangannya: bisnis beralih ke segmen Agen & Infrastruktur dan Perangkat & Konsumen 2, dan akan mengungkapkan pendapatan kuartalan Azure","summary":"Pada 2 September waktu setempat, Microsoft mengumumkan penyesuaian format pelaporan keuangannya, mengubah bisnisnya dari segmen Productivity & Business Processes, Intelligent Cloud, dan More Personalized Computing sebelumnya menjadi Agents & Infrastructure dan Devices & Consumer 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft menyesuaikan laporan keuangannya: bisnis beralih ke segmen Agen & Infrastruktur dan Perangkat & Konsumen 2, dan akan mengungkapkan pendapatan kuartalan Azure - Berita AI Aioga","description":"Pada 2 September waktu setempat, Microsoft mengumumkan penyesuaian format pelaporan keuangannya, mengubah bisnisnya dari segmen Productivity & Business Processes, Intelligent Cloud...","url":"https://www.aioga.com/id/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:42:13.857Z"},"th":{"title":"ไมโครซอฟท์ปรับรายงานการเงิน: ธุรกิจเปลี่ยนไปสู่กลุ่ม Agent & Infrastructure และ Devices & Consumer 2 และจะเปิดเผยรายได้รายไตรมาสของ Azure","summary":"เมื่อวันที่ 2 กันยายน ตามเวลาท้องถิ่น ไมโครซอฟท์ประกาศปรับรูปแบบรายงานทางการเงิน โดยเปลี่ยนธุรกิจจากกลุ่ม Productivity & Business Processes, Intelligent Cloud และ More Personalized Computing เดิม ไปเป็น Agents & Infrastructure และ Devices & Consumer 2","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"ไมโครซอฟท์ปรับรายงานการเงิน: ธุรกิจเปลี่ยนไปสู่กลุ่ม Agent & Infrastructure และ Devices & Consumer 2 และจะเปิดเผยรายได้รายไตรมาสของ Azure - ข่าว AI Aioga","description":"เมื่อวันที่ 2 กันยายน ตามเวลาท้องถิ่น ไมโครซอฟท์ประกาศปรับรูปแบบรายงานทางการเงิน โดยเปลี่ยนธุรกิจจากกลุ่ม Productivity & Business Processes, Intelligent Cloud และ More Personalized...","url":"https://www.aioga.com/th/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:42:14.918Z"},"pl":{"title":"Microsoft skorygował swój raport finansowy: biznes przeniósł się na segmenty Agent & Infrastructure oraz Devices & Consumer 2 i zamierza ujawnić kwartalne przychody Azure","summary":"2 września czasu lokalnego Microsoft ogłosił zmianę formatu sprawozdawczości finansowej, zmieniając działalność z poprzednich segmentów Productivity & Business Processes, Intelligent Cloud oraz More Personalized Computing na Agents & Infrastructure oraz Devices & Consumer 2.","category":"行业动态","source":"IT之家（RSS）","aggregationSource":"IT之家（RSS）","pageTitle":"Microsoft skorygował swój raport finansowy: biznes przeniósł się na segmenty Agent & Infrastructure oraz Devices & Consumer 2 i zamierza ujawnić kwartalne przychody Azure - Aioga Wiadomości AI","description":"2 września czasu lokalnego Microsoft ogłosił zmianę formatu sprawozdawczości finansowej, zmieniając działalność z poprzednich segmentów Productivity & Business Processes, Intellige...","url":"https://www.aioga.com/pl/news/cmtl9l9mv0mm6roal0jowoxme/","contentTranslated":true,"sourceHash":"d8aab984226fcb78","translatedAt":"2026-09-03T08:42:24.503Z"}},"evidenceTier":"verified-news","reviewStatus":"automated-ingest","indexable":true,"editorialCover":""}}