Microsoft discloses $10 billion in quarterly revenue from OpenAI arrangements, nearly 11% of total
Microsoft reported in a regulatory filing that it generated $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, 2026. That is nearly 11% of its total quarterly revenue of $92.3 billion. Revenue from OpenAI reached $24.1 billion for fiscal 2026, and receivables from OpenAI rose to $7.2 billion from $6 billion in June. Microsoft's ownership stake in OpenAI fell from about 25% to 24%, continuing a decline from roughly 27% after the October 2025 recapitalization. This is business and financial news with no direct cybersecurity threat or defender action.
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Microsoft discloses $10 billion in quarterly revenue from OpenAI arrangements, nearly 11% of total
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Microsoft reported in a regulatory filing that it generated $10 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, in the quarter ended September 30, 2026. That is nearly 11% of its total quarterly revenue of $92.3 billion. Revenue from OpenAI reached $24.1 billion for fiscal 2026, and receivables from OpenAI rose to $7.2 billion from $6 billion in June. Microsoft's ownership stake in OpenAI fell from about 25% to 24%, continuing a decline from roughly 27% after the October 2025 recapitalization. This is business and financial news with no direct cybersecurity threat or defender action.