Microsoft recorded $10 billion in quarterly revenue from OpenAI
Original title: Microsoft recorded $10 billion in revenue from OpenAI
That is nearly 11% of Microsoft’s $92.3 billion quarter; fiscal 2026 OpenAI revenue was $24.1 billion.
Microsoft said in a Wednesday regulatory filing that commercial arrangements with OpenAI, including revenue sharing, produced $10 billion in the quarter ended September 30. Outstanding receivables from OpenAI were $7.2 billion, up from $6 billion at the end of June. The filing does not separate revenue-sharing payments from Azure, and Microsoft’s reported stake slipped from about 25% in June to 24% in September.
Unconfirmed: The filing does not say how much of the $10 billion is revenue sharing versus Azure.
- Fiscal 2026 revenue from OpenAI was $24.1 billion.
- At the latest pace, annual OpenAI-related revenue would be about $40 billion.
- An April 2026 agreement continues revenue sharing through 2030, subject to a cap.
- OpenAI committed in October 2025 to buy an additional $250 billion of Azure.
- Neither company has publicly confirmed the reported 20% revenue-share rate.
From the original article
2 min read at techcrunch.com
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.
By Rebecca Bellan · techcrunch.com
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