Microsoft's OpenAI ties yield $10bn, nearly 11% of sales
Microsoft's OpenAI revenue share reached $10 billion in the quarter ended 30 September, almost 11% of $92.3 billion in total sales, with sharing set through 2030.
Microsoft said it recorded $10 billion from commercial arrangements with OpenAI in the quarter ended 30 September.
That sum was nearly 11% of Microsoft's $92.3 billion in total quarterly revenue.
Full fiscal 2026 OpenAI-related revenue was $24.1 billion; the latest pace implies about $40 billion a year.
Outstanding receivables from OpenAI rose to $7.2 billion at end-September from $6 billion at end-June.
An April 2026 deal keeps revenue sharing with Microsoft through 2030, subject to a cap.