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.
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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 ↗Microsoft disclosed $10 billion in OpenAI-related revenue for the September 2026 quarter, with a 24% stake and $7.2 billion in outstanding receivables.
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.
Microsoft reported $92.3 billion in quarterly revenue, a 19% year-over-year rise, with cloud at $63.9 billion while Windows OEM and devices fell 22%.
Microsoft is offering voluntary exit packages to as many as 60,000 employees in the US, UK, Canada and India, after earlier layoffs.
IDC research commissioned by Microsoft classifies 17% of Singapore organisations as Frontier Firms, above the 10% global figure, and reports outcomes firms attribute to AI.