Microsoft recorded $10 billion in revenue from OpenAI in Q1 FY2027. That is 11% of its total quarterly revenue of $92.3 billion. Full-year 2026 revenue from OpenAI was $24.1 billion. Microsoft held $7.2 billion in receivables from OpenAI at quarter end. The partnership remains financially significant despite growing competition. Microsoft’s ownership in OpenAI fell from 25% to 24% in the quarter. OpenAI committed to $250 billion in Azure purchases under a 2025 deal. Revenue-sharing with Microsoft continues through 2030 under a cap. The figures come from a Microsoft regulatory filing.
What changed
Microsoft had not previously disclosed quarterly revenue from OpenAI.
What it unlocks
Seeing the scale of Microsoft’s financial dependence on OpenAI.
- $10B revenue from OpenAI in Q1 FY2027
- $24.1B revenue from OpenAI in FY2026
- $7.2B receivables from OpenAI at Sep 30
- 11% of Microsoft’s $92.3B quarterly revenue
Sources