Microsoft said in a regulatory filing Wednesday that it recorded $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended Sept. 30¹.

That figure is nearly 11% of Microsoft’s total quarterly revenue of $92.3 billion, TechCrunch reported from the filing¹.

Microsoft’s fiscal year begins in July, so the quarter ended Sept. 30, 2026, is the first quarter of its fiscal 2027¹.

For the full 2026 fiscal year, revenue from OpenAI was $24.1 billion, according to the report¹. At the latest quarterly pace, TechCrunch said Microsoft would pull in $40 billion a year from OpenAI-related arrangements¹.

Microsoft also reported $7.2 billion in outstanding receivables from OpenAI at the end of September, up from $6 billion at the end of June, amounts OpenAI owes for previous transactions rather than additional revenue, TechCrunch said¹.

It is not clear how much of the OpenAI-related revenue came from revenue-sharing payments versus Azure cloud computing services; TechCrunch said it had asked Microsoft for more detail¹.

In November 2025, TechCrunch reported, citing leaked documents, that Microsoft had received $865.8 million in net revenue-sharing payments from OpenAI in the first nine months of that year¹.

OpenAI has been reported to share 20% of its revenue with Microsoft under a prior deal in which Microsoft invested more than $13 billion; neither company has publicly confirmed that percentage, TechCrunch said¹. Under an April 2026 agreement, OpenAI is to continue sharing revenue with Microsoft through 2030, subject to a cap, even as OpenAI may work with competing cloud providers, the report said¹.

The companies began loosening an exclusive partnership in October 2025, when Microsoft gave OpenAI more freedom to use other clouds and OpenAI committed to buying an additional $250 billion in Azure services, according to TechCrunch¹.

Microsoft’s ownership stake in OpenAI declined slightly from about 25% in June to 24% in September, continuing a gradual drop from roughly 27% after an October 2025 recapitalization; Microsoft did not specify what caused the dilution, the report said¹.

Sources

1. TechCrunchMicrosoft recorded $10 billion in revenue from OpenAI5:34 PM

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