Microsoft recorded $10 billion in revenue from OpenAI

Microsoft generated $10 cardinal successful gross from commercialized arrangements with OpenAI, including revenue-sharing payments, successful the 4th ended September 30, the institution said successful regulatory filing connected Wednesday. That represents astir 11% of Microsoft’s full quarterly gross of $92.3 billion, highlighting the tremendous fiscal ties that stay betwixt the 2 companies adjacent arsenic they progressively compete for the same customers. 

(Microsoft’s fiscal twelvemonth begins successful July, making the 4th ended September 30, 2026 the archetypal 4th of its fiscal 2027.)

For the afloat 2026 fiscal year, gross from OpenAI deed $24.1 billion. At its latest quarterly pace, Microsoft would propulsion successful $40 cardinal annually from OpenAI-related arrangements.

Microsoft besides reported $7.2 cardinal successful outstanding receivables from OpenAI astatine the extremity of September, up from $6 cardinal astatine the extremity of June. That wealth represents amounts OpenAI owes for erstwhile transactions, not further revenue.   

It’s not wide however overmuch of Microsoft’s revenue from OpenAI came from revenue-sharing payments oregon Azure unreality computing services. TechCrunch has reached retired for much information. In November 2025, TechCrunch reported, citing leaked documents, that Microsoft had received $865.8 cardinal successful nett revenue-sharing payments from OpenAI during the archetypal 9 months of that year.

OpenAI reportedly shares 20% of its gross with Microsoft arsenic portion of a erstwhile woody successful which the bundle elephantine invested much than $13 cardinal successful the AI startup. (Neither the AI laboratory nor Microsoft person publically confirmed this percentage.) As portion of an April 2026 agreement, OpenAI is connected the hook to conitnue sharing gross with Microsoft done 2030, taxable to a cap, adjacent arsenic OpenAI is allowed to enactment with competing unreality providers. 

The companies began loosening the ties of their once-exclusive concern successful October 2025, erstwhile Microsoft relinquished its clasp connected OpenAI to springiness the startup much state to spouse with different unreality providers. In exchange, OpenAI committed to buying an further $250 cardinal successful Azure services arsenic portion of an October 2025 agreement. 

Microsoft’s ownership involvement successful OpenAI has besides declined somewhat from astir 25% successful June to 24% successful September. That continues a gradual diminution from astir 27% pursuing the October 2025 recapitalization. Microsoft did not specify what caused the dilution.