Home/Events/Microsoft Reports $10 Billion Revenue from OpenAI in Q1 FY2027

Microsoft Reports $10 Billion Revenue from OpenAI in Q1 FY2027

Confirmed
Confidence
90%
Impact: 80%
Updated 8m ago

Consensus 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.

Sourced from
Primary: TechCrunch

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

Confirmed Fact

Microsoft generated $10 billion in revenue from OpenAI in Q1 FY2027.

Confirmed Fact

Microsoft's revenue from OpenAI for the full fiscal year 2026 hit $24.1 billion.

Confirmed Fact

Microsoft reported $7.2 billion in outstanding receivables from OpenAI at the end of September.

Official Claim

OpenAI shares 20% of its revenue with Microsoft as part of a previous deal.

Official Claim

OpenAI is committed to revenue sharing with Microsoft through 2030, subject to a cap.

Role-Based Impact Analysis