Microsoft Earned $10B From Openai, Filing Shows

WHO:

TechCrunch - Microsoft and OpenAI are parties to the commercial arrangements described in Microsoft’s quarterly filing.

GeekWire - Microsoft’s quarterly filing identifies OpenAI as the source of the reported revenue.

WHAT:

Yahoo Finance - Microsoft owns about 24% of OpenAI, but the stake barely affected its profit in the quarter.

Yahoo Finance - Microsoft’s backlog of signed customer revenue not yet booked slipped to about $677 billion, and new bookings fell 12% from a year earlier.

Yahoo Finance - Microsoft generated about $19 billion in free cash flow.

TechCrunch - Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments.

Techmeme - Microsoft recorded $10 billion in revenue from OpenAI in the quarter, nearly 11% of its total quarterly revenue.

GeekWire - OpenAI generated about 11% of Microsoft’s total quarterly revenue, and the OpenAI revenue exceeded Microsoft’s quarterly revenue from Xbox, search and advertising, Windows PC licensing, and Surface devices.

Techmeme - Microsoft reported $7.2 billion in outstanding receivables from OpenAI.

TechCrunch - Microsoft reported quarterly revenue of $92.3 billion, a 19% increase over the year-ago quarter, and said it had recorded a quarterly revenue record for 10 consecutive quarters.

WHEN:

TechCrunch - The $10 billion in revenue came in the quarter ending September 30.

GeekWire - The quarter ended Sept. 30.

WHY:

Yahoo Finance - Microsoft CFO Amy Hood attributed the difficult comparison for new bookings to “large Azure commitments in the prior year.”

HOW:

TechCrunch - Microsoft’s $10 billion in revenue came through commercial arrangements with OpenAI, including revenue-sharing payments.

Techmeme - Microsoft’s filing reported revenue from commercial arrangements and revenue-sharing payments, as well as outstanding receivables from OpenAI.

(UPDATED October 29, 2026 13:03 UTC)

Microsoft reported $10 billion in revenue from its commercial arrangements with OpenAI, nearly 11% of its quarterly total and more than revenue from Xbox, search and advertising, Windows PC licensing, and Surface devices. Overall, quarterly revenue rose 19% to $92.3 billion, while Microsoft reported $7.2 billion in outstanding receivables from OpenAI and said its roughly 24% stake in the company had little effect on profit. Its backlog of signed revenue slipped to about $677 billion, and new bookings fell 12%, which CFO Amy Hood attributed to large Azure commitments in the prior year; Microsoft also generated about $19 billion in free cash flow.

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(UPDATED October 29, 2026 01:15 UTC)

Microsoft reported $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, making up nearly 11% of its quarterly revenue and exceeding revenue from Xbox, search and advertising, Windows PC licensing, and Surface devices. Microsoft also reported $7.2 billion in outstanding receivables from OpenAI. Overall, Microsoft’s quarterly revenue rose 19% to $92.3 billion, marking its 10th consecutive quarter with a revenue record.