Microsoft books $10B in quarterly revenue from OpenAI partnership
10/29/2026 — 10/30, 04:18·2 sources (all)·2 reports (all)
Key takeaways
- Microsoft disclosed in a regulatory filing that it earned $10 billion from its OpenAI commercial partnership in the quarter ended September…
Background & analysis
On Wednesday, Microsoft disclosed in a regulatory filing that it earned $10 billion from its commercial partnership with OpenAI, including revenue-sharing payments, in the quarter ended September 30. Microsoft's fiscal year begins in July, making the quarter ended September 30, 2026 the first quarter of its fiscal year 2027. The $10 billion represents close to 11% of Microsoft's total quarterly revenue of $92.3 billion.
Microsoft also disclosed that it generated $24.1 billion in revenue from OpenAI-related business across fiscal year 2026 as a whole. At the pace set by the latest quarter, Microsoft's annual revenue from OpenAI-related partnership could reach $40 billion. As of the end of September, OpenAI's accounts receivable balance owed by Microsoft stood at $7.2 billion, up from $6 billion at the end of June.
AI-generated from 1 reports · updated 12 hours ago
Latest turnMicrosoft disclosed in its quarterly filing that its business with OpenAI generated $10 billion in revenue in the three months to September, about 11% of total revenue. It is the first time the company has given a quarterly figure for the arrangement.
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Microsoft disclosed in its quarterly filing that its business with OpenAI generated $10 billion in revenue in the three months to September, about 11% of total revenue. It is the first time the company has given a quarterly figure for the arrangement.
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Microsoft disclosed in a regulatory filing that it earned $10 billion from its OpenAI commercial partnership in the quarter ended Sept. 30, nearly 11% of its $92.3 billion total revenue. For the full 2026 fiscal year, Microsoft took in $24.1 billion from OpenAI-related business.
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