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Microsoft posts $92.3 billion quarter; OpenAI adds $10 billion

1 source · 3 articlesFirst reported Updated ()1
What's new

October 28: Microsoft disclosed Azure’s dollar revenue for the first time—$33.2 billion, up 48% and ahead of the $32.3 billion analysts expected—inside a $76.8 billion Agents and Infra segment.

Merged summary · x-ai/grok-4.7 · rewritten as coverage arrivesSummaries by Vani AI

Microsoft’s September quarter hit a record $92.3 billion, with $10 billion from OpenAI and Azure disclosed at $33.2 billion.

Microsoft reported quarterly revenue of $92.3 billion, up 19% year over year, its tenth consecutive record. Net income rose 32% to $36.6 billion. A Wednesday filing said commercial arrangements with OpenAI, including revenue sharing, produced $10 billion in the quarter ended September 30—nearly 11% of revenue—and $24.1 billion in fiscal 2026. Microsoft disclosed Azure revenue in dollars for the first time: $33.2 billion, up 48% and about $850 million above the $32.3 billion analysts expected. Microsoft Cloud reached $63.9 billion, up 30%; the filing does not split OpenAI revenue-sharing payments from Azure, and neither company has confirmed a reported 20% share rate.

Key facts
  • OpenAI receivables were $7.2 billion, up from $6 billion at the end of June.
  • Microsoft’s reported OpenAI stake slipped from about 25% in June to 24% in September.
  • Agents and Infra revenue was $76.8 billion, up 25%; Azure was about 36% of company revenue.
  • Azure’s 48% growth beat the 44% to 45% CFO Amy Hood forecast in July.
  • Commercial remaining performance obligation rose 73% to $677 billion; capex hit $45.2 billion.
  • OpenAI committed in October 2025 to buy an additional $250 billion of Azure.
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Timeline

dated events in the reporting · oldest first
  1. Sep 30, 2026Quarter ended; OpenAI arrangements produced $10 billion. · TechCrunch
  2. Oct 28, 2026Microsoft reported record quarter and first Azure dollar figure. · TechCrunch

What each outlet adds

beyond the shared facts
  • TechCrunchFirst Azure dollar figure, 48% growth, and beat versus $32.3 billion expected.
  • TechCrunchOpenAI receivables, stake change, fiscal 2026 total, and unconfirmed share rate.
Vendors
Microsoft
Products
AzureMicrosoft CloudMicrosoft 365Google CloudAmazon Web Services
Organizations
OpenAIAnthropicAlphabetAmazon

Coverage

oldest first · one row per article · UTC
  1. · 2d ago TechCrunch · AIFirst report

    Microsoft posts tenth straight record quarter at $92.3 billion

    Net income rose 32% to $36.6 billion, Microsoft Cloud grew 30% to $63.9 billion, and OpenAI revenue was $10 billion.

  2. · 2d ago TechCrunch · AI

    Microsoft recorded $10 billion in quarterly revenue from OpenAI

    That is nearly 11% of Microsoft’s $92.3 billion quarter; fiscal 2026 OpenAI revenue was $24.1 billion.

  3. · 2d ago TechCrunch · AI

    Microsoft reports Azure revenue of $33.2 billion for July–September

    The total is 48% above a year earlier and about $850 million over the $32.3 billion analysts expected.