Microsoft Reports $10 Billion Revenue from OpenAI in Q1 Fiscal 2027
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- TechCrunch
Microsoft announced a revenue of $10 billion from its commercial agreements with OpenAI for the quarter ending September 30, 2026. This figure constitutes nearly 11% of Microsoft's total quarterly revenue of $92.3 billion, underscoring the significant financial relationship between the two companies despite their growing competition for the same customer base.
The revenue from OpenAI for the entire fiscal year 2026 reached $24.1 billion, indicating a potential annual revenue of $40 billion at the current quarterly rate. Additionally, Microsoft reported $7.2 billion in outstanding receivables from OpenAI, reflecting amounts owed for prior transactions. The exact breakdown of revenue sources, including revenue-sharing payments and Azure services, remains unclear.
Microsoft's agreement with OpenAI, established in April 2026, mandates ongoing revenue sharing through 2030, subject to a cap. OpenAI is also expected to purchase an additional $250 billion in Azure services. The companies have begun to relax their exclusive partnership, allowing OpenAI to collaborate with other cloud providers, while Microsoft's ownership stake in OpenAI has slightly decreased from 25% to 24% since June 2026.
Original report
Microsoft recorded $10 billion in revenue from OpenAI
TechCrunch · Rebecca BellanThis briefing is an independently written summary based on publicly available reporting and is provided for industry information and news discovery. The original report and source publication are credited and linked where applicable. RobotToday does not claim ownership of third-party source material.
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