# Microsoft says OpenAI deals already generate 11% of its sales

- Published: 2026-10-29T14:15:29.000Z
- Updated: 2026-10-30T10:03:50.177Z
- Section: Market
- Topics: Business
- Page: https://aidailyjournal.com/en/n/2026/10/29/microsoft-says-openai-deals-already-generate-11-of-its-sales/
- Sources: [Xataka](https://xataka.com/empresas-y-economia/openai-supone-11-ingresos-microsoft-eso-buena-mala-noticia)

## Summary

Microsoft reported $92.3 billion in revenue for its first fiscal quarter of 2027, up 19% year over year, and net income of $36.6 billion, a 32% increase. Azure grew 48% to $33.2 billion, while Microsoft Cloud brought in $63.9 billion, up 30%. Free cash flow was $18.6 billion, and capital expenditures rose about 30% to $45.2 billion; the company attributed the figure being below its forecast to delays in receiving some third-party data-center capacity.

Microsoft says its commercial agreements with OpenAI, including revenue-sharing payments, generated $10 billion in the quarter—about 11% of sales, according to Bloomberg. After the relationship was restructured in April, Microsoft acquired a stake in OpenAI valued at approximately $135 billion and retained access to the company’s technology through 2032, according to Xataka.

## Why it matters (editorial interpretation)

The figure attributed to Microsoft indicates that its OpenAI agreements already account for a significant share of quarterly revenue, while Azure and Microsoft Cloud grow alongside higher infrastructure investment. The restructuring also ties Microsoft's access to OpenAI technology through 2032, according to Xataka.

_Summary written by AI Daily Journal in its own words, based on the sources above. For details, read the original articles._