Microsoft Discloses $24.1B Revenue From OpenAI Business in FY26

FinanceYF5 · x · 2026-08-07

Microsoft disclosed for the first time that it expects to record $24.1 billion in revenue from OpenAI-related businesses in fiscal year 2026. According to Bloomberg estimates, this accounts for about 70% of Microsoft's total AI revenue.

Additionally, as of June 30, Microsoft has $6 billion in accounts receivable from OpenAI and has invested a cumulative $11.9 billion into the company.

Related event: Microsoft Filings Reveal ~70% of AI Revenue Comes from OpenAI(7 posts)→

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