Microsoft Earned $10 Billion in Revenue from OpenAI Last Quarter, About 11% of Total Revenue

October 29 — According to TechCrunch, Microsoft disclosed in a regulatory filing submitted on Wednesday that in the first quarter of fiscal year 2027 ended September 30, the company generated $10 billion in revenue from its commercial arrangements with OpenAI (including revenue sharing), accounting for about 11% of its total revenue of $92.3 billion for the quarter; for the full fiscal year 2026, such revenue was $24.1 billion. As of the end of September, OpenAI owed Microsoft $7.2 billion, up from $6 billion at the end of June; Microsoft's stake in OpenAI fell from about 25% in June to 24%. In addition, Microsoft reported Azure revenue of $33.2 billion for the quarter on a dollar basis, up 48% year over year.