Microsoft recorded $10 billion in revenue from OpenAI — SkimNews
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- Microsoft generated $10 billion from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, 2026—nearly 11% of its $92.3 billion total quarterly revenue as the companies compete for the same customers.
- Microsoft recorded $24.1 billion in revenue from OpenAI for the full 2026 fiscal year; at its latest quarterly pace, it 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; the balances represent prior transactions, not additional revenue.
- Microsoft reportedly received $865.8 million in net revenue-sharing payments from OpenAI during the first nine months of 2025, based on leaked documents cited by TechCrunch; how much of the September-quarter figure came from revenue sharing versus Azure services remains unclear.
- OpenAI reportedly shares 20% of its revenue with Microsoft under a previous deal in which Microsoft invested more than $13 billion, though neither company has publicly confirmed the percentage.
- OpenAI is committed to continue sharing revenue with Microsoft through 2030 under an April 2026 agreement, subject to a cap, even as it is allowed to work with competing cloud providers.
- Microsoft relinquished its hold on OpenAI in October 2025 in exchange for OpenAI’s commitment to buy an additional $250 billion in Azure services; its ownership stake slipped from about 25% in June to 24% in September, with no cause for the dilution specified.
Why it matters: For Microsoft, OpenAI-related arrangements supplied nearly 11% of September-quarter revenue, while $7.2 billion was owed for prior transactions. The April 2026 agreement extends revenue sharing through 2030 even as OpenAI can use competing cloud providers and Microsoft’s ownership stake had slipped to 24% by September.
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