βΆοΈ Watch on YouTube: https://youtube.com/shorts/kbG7EmEQY4M
π Website: https://tekthrill.com
πΊ Subscribe: https://youtube.com/@tekthrill
$10 billion in three months. That is how much revenue Microsoft says it recorded from its deals with OpenAI. π°
What Microsoft's quarterly report (Form 10-Q, filed October 28, 2026) says:
β’ For the quarter ended September 30, 2026, Microsoft recorded $10.0 billion of revenue from commercial arrangements with OpenAI, including revenue-sharing payments.
β’ Accounts receivable from OpenAI were $7.2 billion on September 30, 2026, up from $6.0 billion on June 30, 2026.
β’ Microsoft's equity-method investment represents an approximate 24% interest in OpenAI on an as-converted basis.
Context from TechCrunch:
β’ The $10 billion is nearly 11% of Microsoft's total quarterly revenue of $92.3 billion.
β’ It is not clear how much came from Azure cloud services and how much from revenue sharing; the filing does not give that split.
β’ The quarter ended September 30 is the first quarter of Microsoft's fiscal year 2027.
Partners or rivals? Tell us what you think in the comments π
Try free AI tools π https://tekthrill.com
Follow TEKTHRILL for daily AI and tech news! π
Sources:
Microsoft Form 10-Q (SEC): https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htm
TechCrunch: https://techcrunch.com/2026/10/28/microsoft-recorded-10-billion-in-revenue-from-openai/
Images: Microsoft (AI datacenter photos from the Microsoft blog, 2025). Screenshots of Microsoft's 10-Q on SEC EDGAR (highlight added) and techcrunch.com. One short B-roll clip is AI-generated and labelled on screen.
Voice is AI-generated. Charts are motion graphics made from the figures in the filing.
Keywords: Microsoft OpenAI revenue, Microsoft 10-Q, Microsoft earnings October 2026, OpenAI revenue sharing, Azure, Microsoft OpenAI stake, AI business, tech news, AI news
#Microsoft #OpenAI #Azure #AI #TechNews #AINews #BigTech #Tekthrill