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Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (Rebecca Bellan/TechCrunch) — SkimNews

By TechMeme · Summarized & edited by · 2026-10-28
Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (Rebecca Bellan/TechCrunch)

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Why it matters: OpenAI accounts for nearly 11% of Microsoft’s quarterly revenue, with $10 billion recognized in Q1. The separate $7.2 billion receivable shows that the commercial relationship also carries a sizable unpaid balance, making OpenAI financially material to Microsoft on both recognized and outstanding amounts.

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