Microsoft recorded $10 billion in revenue from OpenAI
techcrunch ·
Microsoft reported generating $10 billion in revenue from commercial arrangements with OpenAI during the quarter ended September 30, 2026. This figure accounts for nearly 11% of Microsoft's total quarterly revenue of $92.3 billion, underscoring the significant financial connection between the two firms despite their growing competition. For the full fiscal year 2026, revenue from OpenAI reached $24.1 billion, suggesting an annual run rate of approximately $40 billion at the latest quarterly pace. Additionally, Microsoft held $7.2 billion in outstanding receivables from OpenAI by the end of September, reflecting amounts owed for previous transactions rather than new income. The exact breakdown between Azure cloud services and revenue-sharing payments remains unspecified, though reports indicate OpenAI shares a portion of its earnings with Microsoft under a deal extending through 2030. Microsoft’s ownership stake in OpenAI has slightly decreased to 24%, continuing a gradual dilution trend since late 2025. These developments occur as the companies loosen their exclusive partnership ties, allowing OpenAI to work with other cloud providers while committing to substantial Azure spending.
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