Microsoft recorded $10 billion in revenue from OpenAI

What happened: Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, per a regulatory filing. Key numbers: $10 billion is nearly 11% of Microsoft's $92.3 billion quarterly revenue. Full fiscal 2026 OpenAI revenue was $24.1 billion. Why it matters: The figures highlight the large financial ties between the two companies even as they increasingly compete for the same customers, and OpenAI remains obligated to share revenue through 2030 under an April 2026 agreement. Market: -0.1% today ($531.01), +13.0% YTD, 1.2x vol — as of 22:31 UTC Verified: Q3_2026 (Oct 28) EPS $4.89 vs $4.72 est, +3.6% beat; next print ~Jan 27 Coverage: 4 outlets in 24h

Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, per a regulatory filing.

The figures highlight the large financial ties between the two companies even as they increasingly compete for the same customers, and OpenAI remains obligated to share revenue through 2030 under an April 2026 agreement. Market: -0.1% today ($531.01), +13.0% YTD, 1.2x vol — as of 22:31 UTC Verified: Q3_2026 (Oct 28) EPS $4.89 vs $4.72 est, +3.6% beat; next print ~Jan 27