Microsoft Recorded $10 Billion in Revenue from OpenAI
Microsoft said it made $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ending September 30. It underscores the still-enormous financial dependency of the partnership.
TL;DR
- Microsoft generated $10 billion in revenue from commercial arrangements with OpenAI in the quarter ended September 30.
- This revenue represents nearly 11% of Microsoft's total quarterly revenue of $92.3 billion.
- Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September.
- OpenAI reportedly shares 20% of its revenue with Microsoft, a deal extended through 2030.
- OpenAI committed to buying an additional $250 billion in Azure services as part of an October 2025 agreement.
- Microsoft's ownership stake in OpenAI has declined slightly from 25% to 24%.