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Microsoft booked $10B in OpenAI revenue in one quarter

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Microsoft recorded $10 billion in revenue from its commercial arrangements with OpenAI in the quarter ended September 30. That is nearly 11% of its $92.3 billion quarterly revenue, even as the two companies increasingly compete for the same customers.

By: Mikola Máté Patrik · · 2 min read

Microsoft logo sign in front of Building 92 on the Microsoft campus in Redmond, Washington
Image: Coolcaesar / Wikimedia Commons · CC BY-SA · CC BY-SA 4.0, author Coolcaesar, via Wikimedia Commons · Source

The numbers

According to a regulatory filing on Wednesday, Microsoft generated $10 billion in revenue from its arrangements with OpenAI, including revenue-sharing payments, in the first quarter of fiscal 2027, July to September (TechCrunch). For the full fiscal 2026 the figure was $24.1 billion. At the latest pace it would reach $40 billion a year.

  • Receivables from OpenAI rose to $7.2 billion from $6 billion at the end of June.
  • Microsoft's stake in OpenAI slipped from about 25% to 24%. No reason was given.
  • It is not clear how much came from revenue sharing and how much from Azure services.

The rest of the quarter

Total revenue was $92.3 billion, up 19% (Microsoft). Microsoft Cloud brought in $63.9 billion, up 30%, and Azure grew 48%. TechCrunch notes that Microsoft disclosed Azure revenue in dollars for the first time: $33.2 billion (TechCrunch). Commercial remaining performance obligation, contracted revenue not yet recognized, jumped 73% to $677 billion. Net gains from the OpenAI investment added $207 million to quarterly net income.

Why it matters

Since October 2025 the two companies have loosened their once-exclusive partnership: OpenAI can work with other clouds and in return committed to buy an additional $250 billion of Azure services. TechCrunch reports that under an April 2026 agreement OpenAI keeps sharing revenue with Microsoft through 2030, subject to a cap. The $10 billion shows the two are rivals and each other's biggest business partner at the same time.

For teams building on Azure OpenAI this is a reassuring signal: Microsoft has every reason to keep OpenAI models available on its platform.

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