Microsoft Reports $10 Billion Revenue from OpenAI in Q1 FY2027
Confirmed
Confidence
90%
Impact: 80%
Updated 8m agoConsensus Brief
Microsoft generated $10 billion in revenue from OpenAI in the quarter ending September 30, 2026, representing nearly 11% of its total quarterly revenue. For the full fiscal year 2026, revenue from OpenAI reached $24.1 billion, with Microsoft expected to earn $40 billion annually at the current pace. Additionally, Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September.
What Changed Since Last Update
8m ago
New corroborating source added: TechCrunch published an update on Wed, 28 Oc ("Microsoft recorded $10 billion in revenue from OpenAI").
Claim Ledger
5 claims tracked across sources
Role-Based Impact Analysis
Source Timeline
9 sources corroborating
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