Microsoft Just Made a Move That Could Put More Pressure on Its Azure Business. Here's Why It Could Turn Out Great for the Stock

Key Points Microsoft's Azure business has been a major focus for growth investors this year. The company recently announced reporting changes, and it will now disclose quarterly revenue from Azure. The Azure business picked up steam last quarter, and that sent the stock soaring. 10 stocks we like better than Microsoft › Microsoft (NASDAQ:MSFT) 's Azure business is a big driving force behind how the tech stock does. When its growth rate is strong, so too is the enthusiasm behind the stock. But if there are concerns about how the cloud business is doing, then there can be a pullback, as there was earlier this year when Azure's growth rate slowed. The tech company recently announced a reporting change that will put even greater focus on Azure.