# Microsoft reports $10 billion in quarterly revenue from OpenAI

> The figure was nearly 11% of Microsoft’s revenue for the quarter. The filing does not break out how much came from Azure services or revenue sharing.

Oossa · 2026-10-28 · https://oossa.com/en/microsoft-reports-10-billion-in-quarterly-revenue-from-openai

Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI for the quarter ended September 30, 2026. The company disclosed the figure in a regulatory filing on Wednesday. It includes revenue-sharing payments, but Microsoft did not say how much came from those payments and how much came from Azure cloud services.

The OpenAI-related revenue was nearly 11% of Microsoft’s $92.3 billion in total revenue for the quarter, the first of Microsoft’s 2027 fiscal year. For the full 2026 fiscal year, Microsoft recorded $24.1 billion from OpenAI arrangements. If the latest quarterly pace continued for a year, it would amount to about $40 billion, though that is an annualized calculation, not a forecast.

## The financial ties remain large

Microsoft also reported $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion at the end of June. Receivables are amounts owed for earlier transactions; they are not additional revenue. The filing does not detail when OpenAI will pay the balance.

OpenAI reportedly shares 20% of its revenue with Microsoft under an earlier deal connected to Microsoft’s investment of more than $13 billion. Neither company has publicly confirmed that percentage. An April 2026 agreement says OpenAI must continue sharing revenue with Microsoft through 2030, subject to a cap.

## Partnership and competition are overlapping

The companies have loosened their once-exclusive partnership. In October 2025, Microsoft gave OpenAI more freedom to work with other cloud providers. In exchange, OpenAI agreed to buy an additional $250 billion in Azure services. The companies are also competing for some of the same customers, while Microsoft’s ownership stake in OpenAI slipped from about 25% in June to 24% in September. It was roughly 27% after an October 2025 recapitalization; Microsoft did not explain the later decline.

The latest revenue figure makes clear that the partnership still brings in substantial money for Microsoft, even as the companies’ relationship changes. The filing does not show how the $10 billion was split between cloud services and revenue sharing, so it is not possible to tell which arrangement accounted for most of it.

## The facts

- Microsoft reported $10 billion in OpenAI-related revenue for the quarter ended September 30, 2026.
- Microsoft’s total revenue for the quarter was $92.3 billion; the OpenAI-related amount was nearly 11% of that total.
- Microsoft’s outstanding receivables from OpenAI rose from $6 billion at the end of June to $7.2 billion at the end of September.
- OpenAI agreed to buy an additional $250 billion in Azure services in October 2025.

## Why it matters

For people using Microsoft or OpenAI products, the filing does not announce a change to prices or features. It does confirm that Microsoft remains a major financial partner even though OpenAI can work with other cloud providers; whether that arrangement will affect users’ options or costs is not disclosed.

## Sources & references

1. [Microsoft recorded $10 billion in revenue from OpenAI](https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/) – TechCrunch, 2026-10-28
2. [Microsoft hits 10 quarters of record- breaking revenue in a row](https://techcrunch.com/2026/10/28/microsoft-hits-10-quarters-of-record-breaking-revenue-in-a-row/) – TechCrunch, 2026-10-28

Last updated: 2026-10-28