By Daniel Sparks, The Motley Fool
Publication Date: 2026-09-22 08:07:00
Microsoft’s (NASDAQ:MSFT) fiscal 2026 annual report, filed in late July, put a hard number on a relationship investors have largely had to gauge from the outside. The company booked $24.1 billion of revenue from its commercial arrangements with OpenAI, and the ChatGPT maker owed Microsoft $6.0 billion at June 30.
For perspective, Microsoft’s total revenue for fiscal 2026 (the 12 months ended June 30) was $331.8 billion, up 18% year over year. OpenAI alone contributed about 7% of it. No other customer is identified, or given a number, in the filing.
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In my view, that one line conveys both sides of the Microsoft story. The company owns a big chunk of OpenAI, so it benefits if the ChatGPT…
