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

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- Microsoft recorded $10 billion in revenue from OpenAI in Q1.
- OpenAI accounted for nearly 11% of Microsoft’s total quarterly revenue.
- Microsoft reported $7.2 billion in outstanding receivables from OpenAI.
- Microsoft generated the revenue through commercial arrangements with OpenAI that included revenue-sharing.
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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