{"type":"post","id":"microsoft-recorded-10-0-billion-of-openai-related-c055b1","slug":"microsoft-recorded-10-0-billion-of-openai-related-c055b1","title":"Microsoft recorded $10.0 billion of OpenAI-related revenue in the September 2026 quarter","description":"Microsoft's Form 10-Q reports $10.0 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, for the quarter ended September 30, 2026.","retrieval_nugget":"Microsoft's Form 10-Q reports $10.0 billion in revenue from commercial arrangements with OpenAI, including revenue-sharing payments, for the quarter ended September 30, 2026. The figure is roughly 10.8% of Microsoft's $92.279 billion quarterly revenue, putting a reported financial scale on a major AI partnership without revealing its component economics.","published_at":"2026-11-11","updated_at":"2026-11-11","record_date":"2026-11-11","date_kind":"published_at","topics":["ai-business-models","enterprise-ai"],"entities":["Microsoft","OpenAI"],"related_patterns":[],"novelty_label":"new_fact","what_changed":null,"prior_refs":[],"source_url":"https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htm","source_urls":["https://www.sec.gov/Archives/edgar/data/789019/000119312526436133/msft-20260930.htm"],"schema_version":"newruntime-agent-readable-v0.2","stable_id":"post:microsoft-recorded-10-0-billion-of-openai-related-c055b1","status":"published","visuals":[],"editor":{"role":"editor","name":"Andrey Reshetnikov","profile":"https://newruntime.com/owner-profile.md","profile_json":"https://newruntime.com/owner-profile.json","same_as":["https://www.linkedin.com/in/reshetnikov1/","https://t.me/lapetuse"]},"routes":{"html":"https://newruntime.com/posts/microsoft-recorded-10-0-billion-of-openai-related-c055b1/","markdown":"https://newruntime.com/posts/microsoft-recorded-10-0-billion-of-openai-related-c055b1.md","json":"https://newruntime.com/posts/microsoft-recorded-10-0-billion-of-openai-related-c055b1.json"},"markdown_url":"https://newruntime.com/posts/microsoft-recorded-10-0-billion-of-openai-related-c055b1.md","next_reads":[{"type":"topic","path":"/topics/ai-business-models/","url":"https://newruntime.com/topics/ai-business-models/","title":"Ai Business Models","reason":"Explore the ai-business-models topic hub.","media_type":"text/html","markdown_url":"https://newruntime.com/topics/ai-business-models.md","json_url":"https://newruntime.com/topics/ai-business-models.json"},{"type":"topic","path":"/topics/enterprise-ai/","url":"https://newruntime.com/topics/enterprise-ai/","title":"Enterprise Ai","reason":"Explore the enterprise-ai topic hub.","media_type":"text/html","markdown_url":"https://newruntime.com/topics/enterprise-ai.md","json_url":"https://newruntime.com/topics/enterprise-ai.json"},{"type":"collection","path":"/posts/","url":"https://newruntime.com/posts/","title":"Field Notes","reason":"Open the latest editorial analysis.","media_type":"text/html","json_url":"https://newruntime.com/posts.json"},{"type":"collection","path":"/sources/","url":"https://newruntime.com/sources/","title":"Sources","reason":"See the original sources this archive cites.","media_type":"text/html"}]}