Microsoft Earned $10 Billion from OpenAI Last Quarter, Accounting for 11% of Total Revenue

Microsoft disclosed in a regulatory filing that for the first quarter of the fiscal year 2027, ending September 30, the company earned $10 billion from its commercial arrangement with OpenAI, which represents approximately 11% of the total revenue of $92.3 billion for the quarter. The total revenue from this arrangement for the fiscal year 2026 was $24.1 billion. As of the end of September, OpenAI's payable to Microsoft was $7.2 billion, up from $6 billion at the end of June. Microsoft's ownership stake in OpenAI decreased from about 25% in June to 24%. Additionally, Microsoft reported Azure revenue in dollars for the quarter at $33.2 billion, a year-over-year increase of 48%.