Microsoft recorded $10B in quarterly revenue from OpenAI deals, nearly 11% of total
RebeccaBellan · x · 2026-10-29
Microsoft disclosed $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, for the quarter ended September 30—nearly 11% of its $92.3B total. Full fiscal 2026 revenue from OpenAI hit $24.1B, implying a $40B annual pace. Outstanding receivables from OpenAI grew to $7.2B from $6B in June, underscoring how deep the financial entanglement remains even as the two compete for the same customers.
Related event: Microsoft FY27 Q1 beats on $92.3B revenue as Azure grows 48%(9 posts)→
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