The figure appears in the Form 10-K filed on August 6 and covers fiscal year 2026. Microsoft also reports $6 billion in receivables as of June 30, 2026, and does not break out how much comes from Azure purchases, revenue share or other agreements.
In the annual report (Form 10-K) filed on August 6, 2026, Microsoft disclosed $24.1 billion of OpenAI-related revenue during fiscal year 2026, and $6 billion in receivables from the company as of June 30, 2026.
What it does not say: Microsoft does not break down the composition of that figure, which mixes Azure capacity purchases, revenue share and other commercial agreements between the two companies.
Why it matters: it is the first official, audited measure of the real size of the economic tie between the two firms. The $6 billion in receivables is the number worth watching: it indicates how much of OpenAI's business with its main infrastructure partner is running on credit.
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