Microsoft reports $10 billion quarterly revenue from OpenAI

Microsoft recorded $10 billion in revenue from commercial agreements with OpenAI in the quarter ended September 30th, representing nearly 11% of its total quarterly revenue of $92.3 billion. For the full 2026 fiscal year, revenue from OpenAI hit $24.1 billion. At the current pace, Microsoft would pull in $40 billion annually from OpenAI-related arrangements. Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion at the end of June. In November 2025, leaked documents indicated Microsoft received $865.8 million in net revenue-sharing payments from OpenAI in the first nine months of that year. OpenAI reportedly shares 20% of its revenue with Microsoft, a figure neither company has publicly confirmed. Under an April 2026 agreement, OpenAI will continue sharing revenue with Microsoft through 2030, subject to a cap, while being allowed to work with competing cloud providers. In October 2025, Microsoft relinquished its exclusive hold on OpenAI, and OpenAI committed to buying an additional $250 billion in Azure services. Microsoft's ownership stake in OpenAI declined from about 25% in June to 24% in September, continuing a gradual decline from roughly 27% following the October 2025 recapitalization.