# Microsoft books $10 billion from OpenAI deals in one quarter

> Microsoft reported $10 billion in OpenAI-related revenue for the quarter ended 30 September.

*The filing also shows OpenAI owes Microsoft $7.2 billion, while Microsoft's stake has slipped to 24%.*

By Bez · FeaturedDaily
Canonical: https://featureddaily.com/news/microsoft-books-10-billion-from-openai-deals-in-one-quarter

**What happened:** Microsoft reported $10 billion in revenue from its commercial arrangements with OpenAI in a regulatory filing. The revenue covers the quarter ended 30 September 2026, Microsoft's first quarter of fiscal 2027. [TechCrunch reported](https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/) the figure.

**The numbers:** The $10 billion is about 11% of Microsoft's $92.3 billion total quarterly revenue. [Microsoft's revenue record](https://techcrunch.com/2026/10/28/microsoft-hits-10-quarters-of-record-breaking-revenue-in-a-row/) covers the same quarter. OpenAI-related revenue totalled $24.1 billion for fiscal 2026, and the latest quarter implies roughly $40 billion a year.

**The details:** The arrangements include revenue-sharing payments. The filing does not split the $10 billion between revenue sharing and Azure cloud services. Neither company has confirmed OpenAI's reported 20% revenue share to Microsoft.

**The context:** An April 2026 agreement has OpenAI sharing revenue with Microsoft through 2030, subject to a cap. OpenAI can also work with competing cloud providers. In October 2025, Microsoft gave up its exclusive hold on OpenAI, and OpenAI committed to buying an additional $250 billion in Azure services.

**The catch:** OpenAI owed Microsoft $7.2 billion at the end of September, up from $6 billion at the end of June. TechCrunch notes that this balance covers past transactions, not new revenue.

**In their words:** TechCrunch described the filing as showing "the enormous financial ties that remain between the two companies."

**Why it matters:** The two companies increasingly compete for the same customers, even as their financial ties stay large. Microsoft's ownership stake in OpenAI fell from about 25% in June to 24% in September. Microsoft did not say what caused the drop.

**What's next:** TechCrunch said it had asked for more information on how the $10 billion breaks down.

## Key takeaways

- $10 billion from OpenAI, about 11% of quarterly revenue
- OpenAI owes Microsoft $7.2 billion, up from $6 billion
- Microsoft's OpenAI stake fell to 24% from 25%

## Sources

- [Microsoft recorded $10 billion in revenue from OpenAI](https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/) — TechCrunch, 2026-10-28
- [Microsoft hits 10 quarters of record-breaking revenue in a row](https://techcrunch.com/2026/10/28/microsoft-hits-10-quarters-of-record-breaking-revenue-in-a-row/) — TechCrunch, 2026-10-28