Microsoft reported $10 billion in revenue from its commercial arrangements with OpenAI in the quarter ended 30 September 2026, according to a regulatory filing (TechCrunch, “Microsoft recorded $10 billion in revenue from OpenAI”, 28 October 2026).
How much revenue did Microsoft generate from OpenAI in the September 2026 quarter?
Microsoft generated $10 billion in revenue from OpenAI during the quarter that ended on 30 September 2026 (TechCrunch, “Microsoft recorded $10 billion in revenue from OpenAI”, 28 October 2026). The figure includes revenue‑sharing payments and other commercial arrangements, but the filing does not break down the exact mix of services.
What share of Microsoft’s total quarterly revenue did OpenAI represent?
OpenAI accounted for nearly 11 percent of Microsoft’s total quarterly revenue of $92.3 billion in the same period (TechCrunch, “Microsoft recorded $10 billion in revenue from OpenAI”, 28 October 2026). This proportion underscores the financial significance of the partnership despite the companies’ growing competition for enterprise customers.
What is the outlook for Microsoft’s revenue from OpenAI for the full fiscal year and beyond?
For the full fiscal year 2026, Microsoft’s revenue from OpenAI totaled $24.1 billion, and at the current quarterly pace the company could pull in about $40 billion annually from OpenAI‑related arrangements (Pluang, “Microsoft earns $10B in one quarter from OpenAI partnerships, nearly 11% of its total revenue”, 29 October 2026). Outstanding receivables from OpenAI stood at $7.2 billion at the end of September, up from $6 billion at the end of June (TechCrunch, “Microsoft recorded $10 billion in revenue from OpenAI”, 28 October 2026). Microsoft’s ownership stake in OpenAI slipped to roughly 24 percent in September, down from about 25 percent in June (TechCrunch, “Microsoft recorded $10 billion in revenue from OpenAI”, 28 October 2026).
Key financial figures
| Metric | Amount | Source |
|---|---|---|
| Q3 2026 OpenAI revenue | $10 billion | TechCrunch, 28 October 2026 |
| Share of total quarterly revenue | ~11 % of $92.3 billion | TechCrunch, 28 October 2026 |
| FY 2026 OpenAI revenue | $24.1 billion | Pluang, 29 October 2026 |
| Annualized OpenAI revenue (at Q3 pace) | $40 billion | Pluang, 29 October 2026 |
| Outstanding receivables (Sept) | $7.2 billion | TechCrunch, 28 October 2026 |
| Microsoft ownership stake in OpenAI (Sept) | ~24 % | TechCrunch, 28 October 2026 |
Sources
- TechCrunch — Microsoft recorded $10 billion in revenue from OpenAI — article detailing the $10 billion quarterly revenue and related financial metrics.
- Pluang — Microsoft earns $10B in one quarter from OpenAI partnerships, nearly 11% of its total revenue — summary providing FY 2026 totals, annualized outlook, and receivables data.