GoKawiilMicrosoft reports $10B quarterly revenue tied to OpenAI deals
Microsoft disclosed in a regulatory filing that it generated $10 billion in revenue from OpenAI-related commercial arrangements, including revenue-sharing payments, in the quarter ended September 30. That figure equals roughly 11% of Microsoft's $92.3 billion total quarterly revenue, and full fiscal 2026 OpenAI-related revenue reached $24.1 billion. Microsoft also listed $7.2 billion in outstanding receivables owed by OpenAI, up from $6 billion three months earlier.
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The disclosure shows how financially intertwined the two companies remain even as they compete for cloud and AI customers, with Microsoft's OpenAI-linked revenue now running at an annualized pace near $40 billion. It's unclear how much stems from Azure usage versus the 20% revenue-share arrangement reportedly tied to Microsoft's prior $13 billion-plus investment, a structure that continues through 2030 under a 2026 agreement even as OpenAI gains freedom to use rival cloud providers. The growing receivables balance could suggest OpenAI's payment obligations are outpacing its cash settlements, though the filing does not explain the cause.
- Microsoft earned $10B from OpenAI-related arrangements in the quarter ended September 30, 2026.
- OpenAI-linked revenue hit $24.1B for Microsoft's full fiscal 2026, with receivables from OpenAI rising to $7.2B.
- The two firms remain financially bound through a revenue-sharing deal lasting until 2030 despite loosening exclusivity since October 2025.
Source: techcrunch.com — Rebecca Bellan, 2026-10-28
Published there as: “Microsoft recorded $10 billion in revenue from OpenAI”
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