Microsoft records $10 billion in quarterly revenue from OpenAI

TechCrunch reports Microsoft disclosed $10 billion in revenue from OpenAI arrangements, including revenue-sharing payments, for the quarter ended September 30, 2026. OpenAI-related revenue totaled $24.1 billion for Microsoft's full 2026 fiscal year. The company also reported $7.2 billion in outstanding receivables from OpenAI—money owed for earlier transactions, not additional revenue. TechCrunch says the split between revenue-sharing payments and Azure cloud services remains unclear.