Microsoft discloses OpenAI revenue

Microsoft recorded ten billion dollars from OpenAI in the three months to September, about eleven percent of its total revenue, disclosed in its quarterly filing on Wednesday.

“For the three months ended September 30, 2026, we recorded revenue from commercial arrangements with OpenAI, inclusive of revenue-sharing payments, of $10.0 billion.”

OpenAI revenue exceeds Xbox

Last quarter's ten billion dollars from OpenAI was more than Xbox brought in at five point four billion dollars and more than search and advertising at six point six billion dollars.

Microsoft's stake and investment

Microsoft owns about twenty-four percent of OpenAI and has paid twelve billion dollars of the thirteen billion dollars it committed to invest. OpenAI owed Microsoft seven point two billion dollars at the end of September.

Partnership loosens between firms

In October twenty twenty-five, Microsoft gave up its right of first refusal to supply OpenAI's computing capacity. An April twenty twenty-six agreement gave OpenAI broader freedom to use other cloud providers.

Nadella warns against customer concentration

Chief executive Satya Nadella said relying on four customers for a few quarters of growth is not a business. He said Azure's AI growth was broad-based across large and small businesses.

“not a business as far as I'm concerned”

Microsoft cuts capital spending forecast

Chief financial officer Amy Hood cut Microsoft's twenty twenty-six capital spending forecast to one hundred seventy billion dollars from one hundred seventy-five billion dollars, citing delays in GPU-as-a-Service contracts.

Headcount falls as buyouts offered

Microsoft's headcount fell two percent in the quarter. This week Microsoft offered buyouts to sixty thousand employees, signalling further workforce adjustments ahead.