Microsoft recorded $10 billion in revenue from OpenAI

What happened

Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, nearly 11% of its $92.3 billion quarterly revenue. The filing also listed $7.2 billion in outstanding receivables from OpenAI, representing money owed for previous transactions rather than additional revenue. The split between revenue-sharing payments and Azure services was unclear.

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The story so far

Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI for the quarter ended September 30, 2026, accounting for nearly 11% of its $92.3 billion in total revenue. It also reported Azure quarterly revenue in dollars for the first time: $33.2 billion, up 48% from a year earlier and roughly 36% of total sales. Microsoft’s regulatory filing said the OpenAI arrangements included revenue-sharing payments. TechCrunch reported that the split between those payments and Azure services was unclear. The filing separately listed $7.2 billion in outstanding receivables from OpenAI—money owed for previous transactions, rather than additional revenue on top of the $10 billion. Microsoft’s total revenue rose 19% from a year earlier, marking its 10th consecutive record quarter. Microsoft Cloud revenue increased 30% to $63.9 billion, while capital expenditures reached a quarterly record of $45.2 billion.