OpenAI-related revenue reached $24.1 billion in fiscal 2026 and is tracking toward $40 billion a year.
Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, including revenue-sharing payments. The figure equals almost 11% of Microsoft’s $92.3 billion in quarterly revenue and shows how tightly the two companies’ finances remain linked.
Revenue from OpenAI reached $24.1 billion for Microsoft’s fiscal 2026 year. OpenAI reportedly sends 20% of its revenue to Microsoft under an earlier deal in which Microsoft invested more than $13 billion, though neither company confirmed that percentage. Microsoft also carried $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion in June.
Builders and enterprise buyers should expect the relationship to keep shifting from exclusive to commercial. An April 2026 agreement lets OpenAI use competing cloud providers while it keeps sharing revenue with Microsoft through 2030 under a cap. Microsoft’s stake fell to about 24% in September from roughly 25% in June and about 27% after the October 2025 recapitalization.
Microsoft did not break out how much of the OpenAI revenue came from revenue-sharing payments versus Azure cloud services, and it did not explain what diluted its stake. Watch whether the annualized $40 billion pace holds as OpenAI spreads workloads across other clouds and as the 2030 revenue-sharing cap approaches.
What matters
- Microsoft booked $10 billion from OpenAI in the quarter ended September 30, nearly 11% of total revenue.
- Teams buying Azure capacity should note that OpenAI still owes Microsoft $7.2 billion in receivables.
- Microsoft’s stake in OpenAI slipped to 24% as their cloud exclusivity keeps eroding.
Why it matters
Microsoft’s stake in OpenAI slipped to 24% as their cloud exclusivity keeps eroding.
This GenAI News article was prepared in original wording using reporting and materials published by TechCrunch AI. Source reference: https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/.
Drafted by the GenAI News review pipeline.