Microsoft Reported $10 Billion in OpenAI Revenue

Microsoft said it earned $10 billion from commercial arrangements with OpenAI in the quarter ending September 30, according to a regulatory filing reported by TechCrunch. The result was nearly 11% of Microsoft’s $92.3 billion in quarterly revenue, a share that highlights how large the financial ties between the two companies remain even as they compete for similar AI customers.

What Did Microsoft Report From OpenAI?

Microsoft said the $10 billion in revenue came from commercial dealings with OpenAI, including revenue-sharing payments, in the quarter that ended September 30, according to TechCrunch. Microsoft described that quarter as the first of fiscal 2027, because its financial year begins in July. For the full fiscal year, Microsoft said OpenAI-related revenue reached $24.1 billion. At the latest quarterly pace, Microsoft would pull in about $40 billion annually from OpenAI-related arrangements.

The company also reported $7.2 billion in outstanding receivables from OpenAI at the end of September. The amount was up from $6 billion at the end of June. Microsoft said the receivables were obligations that OpenAI owed from previous transactions, not additional revenue.

The figures come from a regulatory filing, and they cover a single quarter as well as a longer period. The $10 billion is therefore a quarterly revenue figure, while the $24.1 billion is described as the full fiscal year figure. The source does not explain how the two totals relate beyond the pace of the latest quarter.

Why the Figure Matters

The $10 billion was nearly 11% of Microsoft’s total quarterly revenue of $92.3 billion, according to the source. That makes the OpenAI relationship a major financial factor for Microsoft, even as the two companies have moved toward a less exclusive arrangement. The original report is available at https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/.

The revenue matters because it adds weight to concerns about the depth of the Microsoft and OpenAI partnership. It also comes as the companies have competed for the same customers, according to the reporting. The size of the revenue figure means the commercial relationship remains material, even if the structure of that relationship has changed over time.

What Remains Unclear

It is not clear how much of Microsoft’s OpenAI revenue came from revenue-sharing payments versus Azure cloud computing services, TechCrunch said. Microsoft has not provided that breakdown, and TechCrunch has reached out for more information.

In November 2025, TechCrunch reported, citing leaked documents, that Microsoft had received $865.8 million in net revenue-sharing payments from OpenAI during the first nine months of that year. OpenAI reportedly shares 20% of its revenue with Microsoft as part of a previous deal in which Microsoft invested more than $13 billion. Neither the AI lab nor Microsoft have publicly confirmed that percentage, according to the source. As part of an April 2026 agreement, OpenAI was on the hook to continue sharing revenue with Microsoft through 2030, subject to a cap, even as OpenAI was allowed to work with competing cloud providers.

The source also notes that the outstanding receivables are not new revenue, a distinction that matters when reading the financial reports.

How the Partnership Has Changed

The companies began loosening the ties of their once-exclusive partnership in October 2025, when Microsoft relinquished its hold on OpenAI to give the startup more freedom to partner with other cloud providers. In exchange, OpenAI committed to buying an additional $250 billion in Azure services as part of an October 2025 agreement.

Microsoft’s ownership stake in OpenAI has also declined slightly from about 25% in June to 24% in September. That continues a gradual decline from roughly 27% following the October 2025 recapitalization. Microsoft did not specify what caused the dilution.

The reporting suggests a gradual shift in the relationship, but it does not say the partnership ended. It says the companies began loosening the ties.

What It Means for AI Builders and Researchers

For creators, developers and researchers, the reported revenue is a reminder that AI value can concentrate through a small number of large commercial relationships. The financial figures do not capture how models are used, but they shape how companies think about compute, cloud spending and strategic dependence.

In Grafy, the story connects to how people work with AI models. Grafy Chat lets users compare multiple AI models side by side, which can help developers and researchers examine behavior before relying on a single vendor. For teams that need to trace a prompt, an output or a model choice through iterations, Grafy Graph offers a branching record of those elements.

Frequently asked questions

How much revenue did Microsoft report from OpenAI?

Microsoft said it recorded $10 billion in revenue from OpenAI in the quarter ended September 30, according to TechCrunch. The figure was nearly 11% of Microsoft’s $92.3 billion quarterly revenue. Microsoft also reported $24.1 billion for the full fiscal year and $7.2 billion in outstanding receivables from OpenAI.

Why does Microsoft’s OpenAI revenue matter?

The reported $10 billion is significant because it represents nearly 11% of Microsoft’s total quarterly revenue. It shows the still-large financial ties between Microsoft and OpenAI, even as the companies increasingly compete for the same AI customers. The original TechCrunch report is a useful source for the context.

What remains uncertain about Microsoft’s OpenAI spending?

Microsoft did not fully explain how much of the OpenAI revenue came from revenue-sharing payments versus Azure cloud services. It also did not clarify the $7.2 billion in outstanding receivables. OpenAI and Microsoft have not publicly confirmed the reported 20% revenue-sharing percentage, according to the source.

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Source: TechCrunch — AI — Microsoft recorded $10 billion in revenue from OpenAI