EX-99.1 2 d291965dex991.htm EX-99.1 EX-99.1 FY27 Segments and Investor Metrics September 2026 Exhibit 99.1 This presentation contains forward-looking statements, which are any predictions, projections, or other statements about future events. These statements are based on current expectations and assumptions that are subject to risks and uncertainties. Actual results could materially differ because of factors discussed in the Risk Factors section and other sections of our Form 10-K, Forms 10-Q, and other reports and filings with the Securities and Exchange Commission. We do not undertake any duty to update forward-looking statements. All growth comparisons in this presentation relate to the corresponding period of last fiscal year unless otherwise noted. Numbers may not foot due to rounding. Agenda A note from Satya Updates for FY27 Segment Structure Metric Changes Restated Historical Financials FY27 Q1 Adjusted Outlook Our updated segment reporting Satya Nadella, Chairman and Chief Executive Officer of Microsoft There’s no question AI represents a profound shift in both technology and business. It is changing what we build and how we operate, and it is blurring the boundar…
Open exhibit ↗Current Report · Items 7.01, 9.01 · 8-K
Microsoft Corporation
MSFTNASDAQEQUITYCurrent
Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure On September 2, 2026, Microsoft Corporation (the “Company”) posted presentation materials to its Investor Relations website titled “FY27 Segments and Investor Metrics” announcing a change in reportable segments and investor metrics.…
Company context
Microsoft (Nasdaq “MSFT” @microsoft) creates platforms and tools powered by AI to deliver innovative solutions that meet the evolving needs of our customers. The technology company is committed to making AI available broadly and doing so responsibly, with a mission to empower every person and every organization on the planet to achieve more.
Current securities
Disclosure sections
Item 7.01Item 7.01 - Regulation FD Disclosure
Item 7.01. Regulation FD Disclosure
On September 2, 2026, Microsoft Corporation (the “Company”) posted presentation materials to its Investor Relations website titled “FY27 Segments and Investor Metrics” announcing a change in reportable segments and investor metrics. Beginning in fiscal year 2027, the Company will manage its operations under this updated reporting structure and report its financial performance based on two reportable segments: (1) Agents and Infra and (2) Devices and Consumer. A copy of the presentation materials is furnished as Exhibit 99.1 to this report.
The exhibit furnished on this report under Regulation FD provides a description of our updated reporting structure and presents summary financial information and historical data on a basis consistent with the updated reporting structure.
In accordance with General Instruction B.2 of Form 8-K, the information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liability of that section, and shall not be incorporated by reference into any registration statement or other document filed under the Securities Act of 1933, as amended, or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.