US Stock IR Daily – September 02, 2026 (2 reports)

• Microsoft Corporation filed a Regulation FD disclosure (Form 8-K) on September 2, 2026.
• The company announced a change in its reportable segments and investor metrics, effective beginning in fiscal year 2027 (FY27).
• Under the updated reporting structure, Microsoft will manage and report its operations based on two reportable segments: “Agents and Infra” and “Devices and Consumer.”
• Presentation materials titled “FY27 Segments and Investor Metrics” detailing this change were posted to the company’s Investor Relations website.
• The exhibit furnished with this report provides a description of the updated reporting structure and presents summary financial information and historical data consistent with it.

Microsoft’s announcement to revise its reporting segments from FY27 may aim to provide greater clarity into its evolving business strategy and operational focus. The new segmentation into “Agents and Infra” and “Devices and Consumer” could offer investors a more granular view of the company’s performance in key strategic areas, particularly in the context of increasing AI and cloud infrastructure investments. Investors will likely monitor how these new segments contribute to overall growth and profitability in future financial reports.

• Broadcom Inc. issued a press release on September 2, 2026, announcing its unaudited financial results for the third quarter ended August 2, 2026.
• The press release is attached as Exhibit 99.1 to the Form 8-K and incorporated by reference.
• On September 2, 2026, the company’s Board of Directors declared a quarterly cash dividend of $0.65 per share on its common stock.
• This dividend is payable on September 30, 2026, to common stockholders of record at the close of business (5:00 p.m., Eastern Time) on September 21, 2026.

Broadcom’s announcement simultaneously reports its third-quarter financial results and a new dividend declaration. The continued payment of a cash dividend may suggest a commitment to shareholder returns. For investors, monitoring both the financial performance and dividend policy could be key aspects for evaluating the company’s position.