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# Microsoft finally puts a dollar figure on Azure, and narrows what Azure means

**[The Next Web](https://daily.dev/sources/tnw)** · 3 min read · 0 upvotes · 0 comments

## Summary

Microsoft will disclose Azure's quarterly revenue in dollars for the first time, reporting it grew 42% to $29.42B in the June quarter under a new two-segment reporting structure (Agents and Infra, and Devices and Consumer), replacing the three-segment structure used since 2015. At the same time, Microsoft is narrowing what counts as Azure, removing GitHub cloud services, developer cloud services, Security Copilot, and healthcare and life sciences products from the line. This coincides with the European Commission's preliminary position that Azure and AWS should be designated gatekeepers under the Digital Markets Act, with a final decision expected by year end. Analysts estimate about half of Azure's growth in FY2026 came from OpenAI.

## Full article

daily.dev links to this article rather than hosting it. Read it at the original source: <https://thenextweb.com/news/microsoft-azure-quarterly-revenue-disclosure-agents-and-infra-segment-dma-gatekeeper-designation>

## Questions this post answers

### How much did Microsoft Azure revenue grow in the June 2026 quarter?

Azure revenue grew 42% to $29.42 billion in the June quarter, reported under Microsoft's new two-segment structure. This is close to 33% of Microsoft's total revenue for the quarter, marking the first time Microsoft has disclosed a dollar figure for Azure rather than just a growth percentage.

_Track how Azure's growth figures shape cloud infrastructure decisions with daily.dev._

### What changed in Microsoft's financial reporting segments for Azure?

Microsoft dropped its three-segment reporting structure, used since 2015, in favor of two segments called Agents and Infra, and Devices and Consumer. At the same time, what counts as Azure narrowed: GitHub cloud services, developer cloud services, the Security Copilot assistant, and healthcare and life sciences products were removed from the Azure line, leaving it as more purely a consumption-based platform and infrastructure business.

_Developers evaluating cloud vendor reporting changes can follow this story on daily.dev._

### Why is the EU considering designating Microsoft Azure as a DMA gatekeeper?

The European Commission reached a preliminary position in June that Azure, along with AWS, should be designated a gatekeeper under the Digital Markets Act, after opening market investigations in November 2025 into both cloud providers' market-leading positions. Gatekeeper designation would bring interoperability duties, limits on self-preferencing, and curbs on customer lock-in, with fines reaching 10% of global turnover, or 20% for repeated breaches. A final decision is expected by the end of the year.

_Anyone weighing cloud provider lock-in risk can keep up with the DMA ruling on daily.dev._

---

Tags: [#cloud](https://daily.dev/tags/cloud), [#azure](https://daily.dev/tags/azure), [#regulation](https://daily.dev/tags/regulation)

[View this post on daily.dev](https://daily.dev/posts/microsoft-finally-puts-a-dollar-figure-on-azure-and-narrows-what-azure-means-oplpfsbqk)

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