Companies
Microsoft books $10B in OpenAI revenue, nearly 11% of quarterly sales
Microsoft disclosed $10 billion in OpenAI-related revenue for the September 2026 quarter, with a 24% stake and $7.2 billion in outstanding receivables.
cloud computing
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Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing, in the quarter ended September 30, 2026, TechCrunch reported. That is nearly 11% of Microsoft's $92.3 billion quarterly revenue, per a regulatory filing.
Microsoft books $10B in OpenAI revenue, nearly 11% of quarterly sales ↗Enterprise
Microsoft discloses Azure quarterly revenue: $33.2B, up 48%
TechCrunch reports Microsoft disclosed Azure's quarterly revenue in dollars for the first time: $33.2B for July-September, up 48% and above analyst estimates.
Enterprise
Anthropic S-1 shows cross-sell gains, cloud and customer risks
Anthropic's IPO filing shows most $100,000-plus customers now use Claude platform and apps together, alongside 900% net revenue retention and flagged risks.