Azure Revenue - GoKawiil

Microsoft 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.

techcrunch.com · 2026-10-28

CoreWeave, Nebius shares fall after Microsoft, Alphabet capex miss estimates

Microsoft reported $45.2 billion in quarterly capex and finance leases, below the $50.7 billion analysts expected, while Alphabet's capex of $51.36 billion also fell short of the $55.09 billion forecast. Shares of neocloud firms CoreWeave and Nebius dropped nearly 5% and IREN fell about 3% in extended trading following the reports.

cnbc.com · 2026-10-28