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Microsoft10-Q: Restructuring

Microsoft reorganizes reportable segments into Agents and Infra and Devices and Consumer

Source: Autobound Signal API · 165 signals tracked for Microsoft · updated

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What happened

In September 2026, Microsoft announced changes to its segment reporting structure by establishing the Agents and Infra segment and Devices and Consumer segment. This structural realignment may trigger reviews of operational tools, workflows, and enterprise software across newly organized units.

Source

SEC EDGAROct 28, 2026

Quarterly report (Form 10-Q)

Microsoft 10-Q for Quarter ended Sep 30, 2026

Filing excerpt

In September 2026, we announced changes in our segment reporting structure. These changes align our segments with how we currently manage our business, creating the Agents and Infra segment that brings together our applications and agents, our multi-model system, and Azure infrastructure, and the Devices and Consumer segment that comprises our key consumer offerings.

sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htmRead the full source

Other signals in this filing (5)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Restructuring

What this signalsFilings often name leadership changes, deals and spending plans.

Period
Quarter ended Sep 30, 2026
Fiscal year end
09/30
Filed
Oct 28, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
789019
Accession number
0001193125-26-436133
Timeframe
Current quarter
Quarter
Q1
Filing year
2026
Fiscal year
2027
Period end date
Sep 30, 2026
Why it matters
Change management needs
Signal category
Workforce

Topics and mentions

Technologies

  • applications
  • agents
  • multi-model system
  • Azure infrastructure

Extraction

Confidence
High
Relevance
80%
Sentiment
Neutral
Detected
Nov 3, 2026
signal_type
sec-10q
signal_subtype
restructuring

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/47e18e7d-94ba-41bd-a95c-c0627e3826d9 returns this record as JSON. POST /v1/companies/enrich returns every signal for microsoft.com.

{
  "signal_id": "47e18e7d-94ba-41bd-a95c-c0627e3826d9",
  "signal_type": "sec-10q",
  "signal_subtype": "restructuring",
  "detected_at": "2026-11-03T07:08:31.695+00:00",
  "company": {
    "name": "Microsoft",
    "domain": "microsoft.com"
  },
  "data": {
    "detail": "In September 2026, Microsoft announced changes to its segment reporting structure by establishing the Agents and Infra segment and Devices and Consumer segment. This structural realignment may trigger reviews of operational tools, workflows, and enterprise software across newly organized units.",
    "metrics": {
      "timeframe": "current_quarter"
    },
    "quarter": "Q1",
    "summary": "Microsoft reorganizes reportable segments into Agents and Infra and Devices and Consumer",
    "excerpts": "In September 2026, we announced changes in our segment reporting structure. These changes align our segments with how we currently manage our business, creating the Agents and Infra segment that brings together our applications and agents, our multi-model system, and Azure infrastructure, and the Devices and Consumer segment that comprises our key consumer offerings.",
    "relevance": 0.8,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htm",
    "filing_date": "2026-10-28",
    "filing_year": 2026,
    "fiscal_year": 2027,
    "fiscal_year_end": "09/30",
    "period_end_date": "2026-09-30",
    "sales_relevance": "Change management needs",
    "signal_category": "workforce",
    "technologies_mentioned": [
      "applications",
      "agents",
      "multi-model system",
      "Azure infrastructure"
    ]
  }
}

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