Microsoft Earns $10 B from OpenAI in Q3 2026, 11% of Total Revenue
Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30, 2026, according to a regulatory filing. That figure represents almost 11% of Microsoft’s $92.3 billion quarterly revenue. For the full 2026 fiscal year, revenue from OpenAI totaled $24.1 billion, implying an annualized rate of about $40 billion if the current pace continues. Microsoft also disclosed $7.2 billion in outstanding receivables from OpenAI as of September 30, up from $6 billion at the end of June. The source of the revenue—whether from revenue‑sharing payments, Azure cloud services, or other commercial arrangements—has not been clarified. OpenAI has committed to continue sharing revenue with Microsoft through 2030 under a capped agreement, while also agreeing to purchase an additional $250 billion in Azure services as part of an October 2025 deal. Microsoft’s ownership stake in OpenAI fell from about 25% in June to 24% in September, part of a gradual decline following the October 2025 recapitalization.