Microsoft recorded $10 billion in revenue from OpenAI

Microsoft said in a regulatory filing that it generated $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30—nearly 11% of its $92.3 billion total quarterly revenue. Revenue from OpenAI reached $24.1 billion for the full 2026 fiscal year, and Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion at the end of June. Microsoft's ownership stake in OpenAI declined slightly from about 25% in June to 24% in September.