Microsoft booked $10B in revenue from OpenAI last quarter

Microsoft disclosed in a regulatory filing that commercial arrangements with OpenAI, including revenue-sharing payments, generated $10 billion in the quarter ended September 30 — nearly 11% of its $92.3 billion total revenue. OpenAI-related revenue reached $24.1 billion for fiscal 2026, while outstanding receivables from OpenAI rose to $7.2 billion.

• $10B from OpenAI equals 11% of Microsoft's $92.3B quarterly revenue
• OpenAI-related revenue hit $24.1B for fiscal 2026
• Outstanding receivables from OpenAI rose from $6B to $7.2B
• Microsoft's stake in OpenAI slipped from 25% in June to 24% in September