● IndustryOct 29, 2026 · 05:108 sources

Filing: Microsoft recorded $10B in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2B in outstanding receivables from OpenAI (Rebecca Bellan/TechCrunch)

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Microsoft recorded $10 billion in revenue from OpenAI in Q1, nearly 11% of its total quarterly revenue, and has $7.2 billion in outstanding receivables from OpenAI.

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Sources

• techmeme.com
• ·@wallstengine

+ 7 more

1. SUPPORT@wallstengine · Oct 29, 5:07 AM · “Q2 Revenue: $96.0B-$97.1B (Est. $95.62B) 🟢 🔹 Q2 Azure: +49% to +50% CC (Est. +44.6%)” · x.com
2. SUPPORT@rihardjarc · Oct 29, 3:04 AM · “$MSFT Azure (CC) up 48% YoY.” · x.com
3. SUPPORT@firstadopter · Oct 29, 4:59 AM · “Microsoft SPIKES higher on strong Azure guide +49-50% y/y for current quarter.” · x.com
4. SUPPORT@stockmktnewz · Oct 29, 3:07 AM · “Microsoft $MSFT stock's initial move after reporting earnings is up by 4%” · x.com
5. SUPPORT@thetranscript_ · Oct 29, 5:11 AM · “We had higher token pricing than we expected in the quarter.” · x.com
6. SUPPORT@aaronpholmes · Oct 29, 5:26 AM · “Microsoft made $92 billion in revenue last quarter, 11% of which came from one customer: OpenAI” · x.com
7. SUPPORT@rhouseresearch · Oct 29, 5:39 AM · “Microsoft said that "some third-party GPU-as-a-service contracts have been delayed to the second half" of FY27” · x.com

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