What we know

3 billion in the quarter ending September 30. This latest performance includes $10 billion in revenue from commercial agreements with OpenAI, such as revenue-sharing arrangements. Microsoft has achieved 10 straight quarters of record revenue growth. 3 billion in revenue for the quarter ending September 30. $10 billion of that revenue came from commercial partnerships with OpenAI.

Why it matters

Microsoft’s ongoing revenue growth highlights the increasing importance of its AI investments and partnerships, especially with OpenAI. The company’s ability to generate $10 billion in revenue from OpenAI-related deals underscores how AI is becoming a significant driver of its business. Sustained record revenues over 10 quarters demonstrate strong demand across Microsoft’s cloud, AI, and commercial services.

What is still unknown

Details about the specific products or services generating the OpenAI-related revenue have not been disclosed. The reporting does not clarify which languages or markets are covered by these commercial arrangements. No independent assessments of the accuracy or impact of the AI technologies involved are available.