Understand this story
Microsoft disclosed in a regulatory filing that it earned $10 billion in revenue from its commercial arrangement with OpenAI in the quarter ended September 30, accounting for nearly 11% of its total quarterly revenue of $92.3 billion. The same disclosure shows that revenue from OpenAI for the full 2026 fiscal year was $24.1 billion, or roughly $40 billion annualized at the latest quarterly pace. As of the end of September, Microsoft's receivables from OpenAI stood at $7.2 billion, up from $6 billion at the end of June; Microsoft's stake fell from about 25% in June to 24% in September. This information currently comes from TechCrunch AI's reporting on the regulatory filing, with no further developments yet.
AI-generated from public reports
Latest development · Report
Microsoft Discloses $10 Billion in Quarterly Revenue from OpenAI-Related ArrangementsDevelopments
1 confirmed developments
Microsoft discloses $10 billion in quarterly revenue from OpenAI
Source:TechCrunch AI
Reports and discussion timeline
Browse reports and discussion by time. Their evidence levels remain distinct.
Oct 29
TechCrunch AI
Microsoft Discloses $10 Billion in Quarterly Revenue from OpenAI-Related Arrangements
Microsoft disclosed in a regulatory filing that it earned $10 billion in revenue from its commercial arrangements with OpenAI in the quarter ended September 30, accounting for nearly 11% of its total quarterly revenue of $92.3 billion. Revenue from OpenAI for the full fiscal year 2026 was $24.1 billion, or roughly $40 billion annualized at the latest quarterly pace. As of the end of September, Microsoft's receivables from OpenAI stood at $7.2 billion, up from $6 billion at the end of June; Microsoft's stake fell from about 25% in June to 24% in September.