Microsoft generated $10 billion in Microsoft OpenAI revenue through commercial arrangements and revenue-sharing payments during the quarter that ended on September 30, the company disclosed in a regulatory filing on Wednesday. According to TechCrunch, this figure accounts for nearly 11% of Microsoft's total quarterly revenue of $92.3 billion, demonstrating deep financial ties between the two partners.
Key takeaways
- Microsoft earned $10 billion from OpenAI arrangements in the quarter ended September 30.
- The latest quarterly amount makes up about 11% of Microsoft's total quarterly revenue of $92.3 billion.
- Revenue from OpenAI reached $24.1 billion for the full 2026 fiscal year.
- Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September.
How much Microsoft OpenAI revenue was recorded?
For the quarter ended September 30, 2026, which marks the first quarter of Microsoft's fiscal 2027, the company pulled in $10 billion from OpenAI. TechCrunch reports that this quarterly pace points toward an annual total of $40 billion from OpenAI commercial arrangements. For the entire 2026 fiscal year, revenue connected to the AI lab hit $24.1 billion.
The exact breakdown of Microsoft quarterly revenue remains unknown because Microsoft did not clarify how much came from revenue-sharing payments versus azure cloud computing services. However, outstanding receivables owed by OpenAI climbed to $7.2 billion at the end of September, up from $6 billion in June.
Shifting partnership dynamics
Both entities began loosening their exclusive arrangement in October 2025 when Microsoft gave up its board seat to let OpenAI work with other cloud providers. In return, OpenAI agreed to purchase an additional $250 billion in azure cloud computing services. Meanwhile, Microsoft's ownership stake in the startup dropped from roughly 25% in June down to 24% in September, continuing a steady dilution from 27% following an October 2025 recapitalization.
What it means for the companies moving forward
The numbers show that massive financial links persist even as the software giant and the AI lab increasingly compete for identical customers. OpenAI shares a portion of its earnings with Microsoft under a previous agreement and is required to continue doing so through 2030, subject to a cap, following an agreement reached in April 2026.
Frequently asked questions
Microsoft generated $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, according to a regulatory filing.
The $10 billion from OpenAI represents nearly 11% of Microsoft's total quarterly revenue of $92.3 billion for the period ending September 30.
Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September, which represents money owed for previous transactions rather than new revenue.
Microsoft's ownership stake in OpenAI declined slightly from about 25% in June to 24% in September, continuing a gradual decrease from roughly 27%.
For the full 2026 fiscal year, revenue that Microsoft brought in from OpenAI hit $24.1 billion.
Based on reporting by TechCrunch. Read the original article
