Microsoft
Microsoft’s workforce‑shifting strategy includes a voluntary severance program for about 60 k employees (≈ ¼ of its 223 k headcount), covering U.S., Canada, India and U.K. staff at vice‑president level or below. The program fully encompasses Xbox, Windows, Copilot and Finance; data‑center, sales, cybersecurity and quantum‑computing teams are excluded. Earlier in 2026 Microsoft offered buyouts to 8 750 U.S. employees in May and cut 4 800 jobs in July. CFO Amy Hood notes the flat 2026 headcount supports an AI‑infrastructure spend of about $170 billion, slightly below the $175 billion forecast. FYQ3 2026 revenue reached $92.3 billion, up 19 % YoY, with $63.9 billion from cloud services, $33.2 billion from Azure, and 11 % of total from commercial arrangements with OpenAI (about $10 billion). Microsoft’s share of OpenAI was 24 % at quarter‑end; it earned $24.1 billion in FY2026 OpenAI revenue. Capital expenditures topped $45.2 billion, and shares rose ~5 % after results.· Entity summary generated by Graphiti
Relation timeline
BY VALID-FROM DATE- MicrosoftFULL YEAR REVENUE FROMOpenAI
Microsoft’s revenue from OpenAI hit $24.1 billion for the full 2026 fiscal year
- THE DECODERPUBLISHEDMicrosoft
The Decoder publishes an article about Microsoft
- WindowsINCLUDED INMicrosoft
Windows is fully included in Microsoft’s voluntary severance program
- Microsoft CopilotINCLUDED INMicrosoft
Copilot is fully included in Microsoft’s voluntary severance program
- XboxINCLUDED INMicrosoft
Xbox is fully included in Microsoft’s voluntary severance program
- Amy ColemanWRITES MEMO FORMicrosoft
Amy Coleman writes a memo for Microsoft
- MicrosoftPULLED OUT OFEngland
Microsoft pulled out of a planned Nscale site in England
- MicrosoftPULLED OUT OFEngland
Microsoft pulled out of a planned Nscale site in England
- MicrosoftSUPPORTS POLICY TOKENpolicy token
Microsoft plans to support the policy token next year
- MicrosoftADOPT POLICY TOKENpolicy token
Microsoft will adopt the new standard that publishers can use to opt out of being scraped by AI, using the policy token signal
- MicrosoftBUILDEDIndustry Evaluation Data Generation Platform
Microsoft built Industry Evaluation Data Generation Platform
- MicrosoftCLAIMSXRPL Foundation
Microsoft claims that Copilot rarely reproduces full sentences from news content used to ground the model.
- Jim CramerCALLSMicrosoft
Jim Cramer calls Microsoft a buy
- Amy HoodASSERTSMicrosoft
Amy Hood says Microsoft expects to remain free cash flow positive through fiscal 2027
- AmazonCOMPARES TOMicrosoft
Amazon COMPARES_TO Microsoft
- MicrosoftOFFERED VOLUNTARY BUYOUTS TOCanada
Microsoft offering voluntary buyouts to employees in Canada
- MicrosoftOFFERED VOLUNTARY BUYOUTS TOIndia
Microsoft offering voluntary buyouts to employees in India
- MicrosoftIMPACTS TEAMXbox
Microsoft layoffs impacted Xbox team
- MicrosoftOFFERED VOLUNTARY BUYOUTS TOUnited States
Microsoft offering voluntary buyouts to employees in United States
- MicrosoftOFFERED VOLUNTARY BUYOUTS TOUnited Kingdom
Microsoft offering voluntary buyouts to employees in United Kingdom
- MicrosoftOFFERS VOLUNTARY REDUNDANCY INIndia
Microsoft offers voluntary redundancy to employees in India
- MicrosoftOFFERS VOLUNTARY REDUNDANCY INUnited Kingdom
Microsoft offers voluntary redundancy to employees in the United Kingdom
- MicrosoftOFFERS VOLUNTARY REDUNDANCY INUnited States
Microsoft offers voluntary redundancy to employees in the United States
- MicrosoftOFFERS VOLUNTARY REDUNDANCY INCanada
Microsoft offers voluntary redundancy to employees in Canada
- MicrosoftCOMPARED WITHAlphabet
Microsoft’s earnings were compared with Alphabet’s earnings
- TechCrunchREPORTSMicrosoft
TechCrunch reports Microsoft’s quarterly revenue
- MicrosoftHAS PRODUCTMicrosoft Cloud
Microsoft has the product Microsoft Cloud
- MicrosoftHAS PRODUCTMicrosoft 365
Microsoft has the product Microsoft 365
- MicrosoftHAS PRODUCTTechCrunch
Microsoft has the product Windows OEM
- MicrosoftGENERATES REVENUE FROMOpenAI
Microsoft generates revenue from OpenAI of $10 billion
- Microsoft stockRAISED BYMicrosoft
Microsoft stock rose after Microsoft beat forecasts and spent less
- Amy HoodPOSITION INMicrosoft
Amy Hood, Microsoft CFO, holds a position in Microsoft
- RTX SparkAVAILABLE FROMMicrosoft
NVIDIA RTX Spark laptops are available from Microsoft
- NVIDIA RTX/DGX SparkAVAILABLE FROMMicrosoft
NVIDIA RTX Spark laptops are now available from Microsoft
- RTX SparkAVAILABLE FROMMicrosoft
NVIDIA RTX Spark is available from Microsoft
- Nasdaq Composite IndexINCLUDESMicrosoft
Nasdaq Composite Index includes Microsoft.
- TechCrunchREACHED OUT FOR INFO FROMMicrosoft
TechCrunch has reached out for more information regarding Microsoft’s revenue from OpenAI
- MicrosoftLACKS INCENTIVE TO STEALBitcoin
Microsoft has little incentive to use quantum computing to steal Bitcoin
- GraphRAGOWNED BYMicrosoft
GraphRAG is owned by Microsoft.
- MicrosoftCOVERS COUNTRYCanada
Microsoft covers Canada
Relations are facts Graphiti extracted from reports, not verbatim quotes. An end date means later reporting showed the relation no longer holds.
Events 12
- Microsoft offers a quarter of its workforce voluntary severance while shielding AI-critical teams3 cited reports · 2026-10-31
- Nvidia weighs playing the cosigner for Nscale’s AI data center in West Virginia1 cited report · 2026-10-31
- The biggest names in AI are backing a new way to opt out of scraping1 cited report · 2026-10-31
- From synthetic enterprise data evaluations to real Microsoft Copilot AI confidence1 cited report · 2026-10-30
- Walmart, Microsoft and JPMorgan block NYSE-backed venture from tokenizing their shares6 cited reports · 2026-10-30
- Wikipedia’s operator says a bad AI copyright ruling could threaten the open web1 cited report · 2026-10-30
- Cramer Calls Microsoft a Buy, Says Alphabet Carries Too Much Baggage1 cited report · 2026-10-30
- AWS will be a $1T business, Jassy says — but first, it will spend big1 cited report · 2026-10-30
- Walmart Blocks Its Stock From OKX-ICE Tokenized Trading Venue1 cited report · 2026-10-29
- Microsoft profits soar days after announcing thousands of layoffs1 cited report · 2026-10-29
- Microsoft recorded $10 billion in revenue from OpenAI2 cited reports · 2026-10-29
- Microsoft Stock Climbs 5% as AI Spending Undershoots: Is Wall Street Rewarding Restraint?1 cited report · 2026-10-29
Source reports 30
- Microsoft offers a quarter of its workforce voluntary severance while shielding AI-critical teamsThe Decoder · 2026-10-31
- Nvidia weighs playing the cosigner for Nscale’s AI data center in West VirginiaTechCrunch · AI · 2026-10-31
- The biggest names in AI are backing a new way to opt out of scrapingThe Verge · AI · 2026-10-31
- From synthetic enterprise data evaluations to real Microsoft Copilot AI confidenceMicrosoft Research · first-party · 2026-10-30
- Walmart, Microsoft and JPMorgan block NYSE-backed venture from tokenizing their sharesCryptoSlate · 2026-10-30
- Wikipedia’s operator says a bad AI copyright ruling could threaten the open webThe Verge · AI · 2026-10-30
- Cramer Calls Microsoft a Buy, Says Alphabet Carries Too Much BaggageBeInCrypto · 2026-10-30
- AWS will be a $1T business, Jassy says — but first, it will spend bigTechCrunch · AI · 2026-10-30
- Microsoft’s AI future has fewer jobsThe Verge · AI · 2026-10-30
- Walmart Blocks Its Stock From OKX-ICE Tokenized Trading VenueDecrypt · 2026-10-29
- Microsoft profits soar days after announcing thousands of layoffsBBC Business · 2026-10-29
- Microsoft recorded $10 billion in revenue from OpenAITechCrunch · AI · 2026-10-29
- Microsoft hits 10 quarters of record-breaking revenue in a rowTechCrunch · AI · 2026-10-29
- Microsoft Stock Climbs 5% as AI Spending Undershoots: Is Wall Street Rewarding Restraint?BeInCrypto · 2026-10-29
- JPMorgan, Coca-Cola Among 7 More Companies Objecting to OKX-ICE Tokenized StocksDecrypt · 2026-10-28
- Thin, Light and Built for Everything: NVIDIA RTX Spark Windows Laptops Gain New Models, Agent Tools and GamesNVIDIA Blog · first-party · 2026-10-28
- Bitcoin price eyes $82K as Morgan Stanley strategist says most of correction is overCointelegraph · 2026-10-28
- Robinhood’s Tenev warns US tokenization uncertainty deters ‘serious assets’Cointelegraph · 2026-10-28
- Quantum fears already limiting Bitcoin’s growth, Stacks founder saysCointelegraph · 2026-10-28
- Intel, Oracle, IBM Join Objections to OKX-ICE Tokenized Stock Venue, Bringing Total to 26Decrypt · 2026-10-28
- Jim Cramer Says Nvidia Would Be Criticized for Broadcom’s Anthropic Deal. Here’s WhyBeInCrypto · 2026-10-27
- Former Deepmind researcher thinks AlphaGo's playbook can cure AI hallucinationsThe Decoder · 2026-10-27
- Morning Minute: Tokenized Stock Battle Looms Over Robinhood’s Earnings CallDecrypt · 2026-10-27
- Microsoft Opens the Exit Door to 60,000 Staff Days Before EarningsBeInCrypto · 2026-10-27
- Cramer Says Anthropic's IPO Makes This Wall Street Bank a BuyBeInCrypto · 2026-10-27
- Crypto traders value Anthropic at $1.9 trillion as investor warns its IPO could mark the top of the AI bubbleCryptoSlate · 2026-10-27
- AI Bubble Bursts in China, Wiping $480 Billion: Is America Next?BeInCrypto · 2026-10-27
- Anthropic opens its books for Wall Street, showing record revenue and mounting obligationsThe Decoder · 2026-10-27
- Five weird details from Anthropic’s IPO filingThe Verge · AI · 2026-10-27
- Anthropic’s Public IPO Filing Shows a $266 Billion Cloud RiskBeInCrypto · 2026-10-26