Microsoft Books $10 Billion From OpenAI, Nearly 11% of Quarterly Revenue

Microsoft recorded $10 billion from its commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, 2026, nearly 11% of its $92.3 billion total quarterly revenue. OpenAI receivables, amounts still owed to Microsoft, reached $7.2 billion at quarter-end, up from $6 billion in June. Results were published October 28, 2026, after the market close.