POLICY · COMPANIES · #2757
Microsoft reports $10B revenue from OpenAI-related arrangements in quarter ended Sept. 30, 2026
Microsoft said in a regulatory filing it generated $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended Sept. 30, 2026 — about 11% of its $92.3 billion quarterly revenue. The company also reported $7.2 billion in outstanding receivables from OpenAI at the end of September and said OpenAI-related revenue for fiscal 2026 totaled $24.1 billion; the filing did not break down how much came from revenue-sharing versus Azure cloud services.
KEY POINTS
- Microsoft said in a regulatory filing it generated $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended Sept.
- 30, 2026 — about 11% of its $92.3 billion quarterly revenue.
- The company also reported $7.2 billion in outstanding receivables from OpenAI at the end of September and said OpenAI-related revenue for fiscal 2026 totaled $24.1 billion; the filing did not break down how much came from revenue-sharing versus Azure cloud services.
WHY IT MATTERS
The figures underline the scale of Microsoft’s financial dependence on and commercial ties to OpenAI, with major implications for cloud competition, revenue sharing and corporate strategy.