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Microsoft recorded $10 billion in revenue from OpenAI
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.
Microsoft generated $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, the company said in a regulatory filing on Wednesday. That represents nearly 11% of Microsoft’s total quarterly revenue of $92.3 billion, highlighting the enormous financial ties that remain between the two companies even as they increasingly compete for the same customers .
(Microsoft’s financial year begins in July, making the quarter ended September 30, 2026 the first quarter of its fiscal 2027.)
For the full 2026 fiscal year, revenue from OpenAI hit $24.1 billion. At its latest quarterly pace, Microsoft would pull in $40 billion annually from OpenAI-related arrangements.
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