“The other incredible fact from these disclosures is that OpenAI's spend and revenue share accounted for 7% of Microsoft's $331.8 billion in FY26 revenue - or around 7.26% to be specific.”
Our reading, the sentence that was checked:
OpenAI's spend and revenue share accounted for about 7.26% of Microsoft's $331.8 billion FY26 revenue.
Assessment: Supported Evidence as of
Where and when Ed Zitron wrote it
Where's Your Ed At, News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue, paragraph 11.
- Said
- Source observed
- live page, full text, public
- Evidence as of
- the cutoff for this assessment
- Assessment recorded
- assessment wyea-news-microsoft-disclosures-suggest-openai-sales-account-for-ar-8cff89a321eb-6876ce-a1
We recorded 4 claims from this post. See every claim from this post.
The wording above is the version this site observed on 2026-10-28. The source may have been edited after 2026-08-05. This page does not claim the wording was captured then.
What the claim commits to
- Kind
- Observation
- Deadline, as the speaker wrote it
- None stated. This site does not add one.
- Deadline state when assessed
- No horizon
- Deadline state on 2026-10-29
- No horizon (the release’s reference date)
Conditions
- FY26 (qualifier, stated by the speaker)
From the speaker
- OpenAI's spend and revenue share
- Microsoft's $331.8 billion in FY26 revenue
- around 7.26%
Our interpretation
- FY26 means Microsoft's fiscal year ending June 30, 2026.
- The numerator is Microsoft's recognized revenue from commercial arrangements with OpenAI, including revenue-sharing payments. It is not OpenAI's total spending or Microsoft's cash collections.
- Approximately 7.26% means the calculated share rounds to 7.26% at two decimal places. The stated total revenue is rounded to one decimal place in billions.
Counts as supported if: Microsoft's FY26 disclosures show total revenue rounding to $331.8 billion and OpenAI commercial revenue whose share of that total rounds to 7.26%.
Counts as contradicted if: Comparable FY26 disclosures show a materially different total or an OpenAI revenue share that does not round to approximately 7.26%.
Retrospective: these criteria were written after the outcome was public.
Current assessment
Was it true for the period described?
Outcome: Supported
The dated evidence matches what the claim committed to, under the criteria frozen before grading.
Scored on a plain reading. The speaker named no measure for this claim, so it was judged on the reading an informed reader would take, stated below under our interpretation. Both reviews had to find that reading fair.
- Evidence as of
- Deadline state when assessed
- No horizon
- Assessment recorded
- Policy version
- 2026-10-28.7
Rationale
The filed figures support the calculation. Microsoft reported $24.1 billion of FY26 revenue from OpenAI commercial arrangements, including revenue sharing, against $331.839 billion of consolidated revenue. That is approximately 7.26%. The stated $331.8 billion total is correctly rounded.
Limitations
- The numerator is recognized revenue, not necessarily cash collected during FY26.
- The calculation inherits the rounding of Microsoft's disclosed $24.1 billion numerator.
- This establishes OpenAI's share of total revenue, not its share of AI revenue.
Evidence (1 item)
Supports the claim: Microsoft,
transactions with OpenAI.
Why it matters here: The surrounding note reports $24.1 billion of FY26 commercial revenue from OpenAI, including revenue sharing; the income statement reports $331.839 billion of total revenue. Their ratio is 7.262558%, which rounds to 7.26%, while total revenue rounds to $331.8 billion.
- Publisher
- Microsoft
- Kind of source
- Regulatory filing, audited
- Measures
- Microsoft, OpenAI commercial revenue, including revenue-sharing payments, as a percentage of consolidated revenue, USD percent; underlying amounts in billions, company reported, 2025-07-01 to 2026-06-30
- Arithmetic
- (24.1 / 331.839) * 100 = 7.262558047727966% (inputs: FY26 revenue from commercial arrangements with OpenAI, including revenue-sharing payments: USD 24.1 billion.; FY26 consolidated revenue: USD 331,839 million, equivalent to USD 331.839 billion.; 7.26% to two decimal places; USD 331.839 billion rounds to USD 331.8 billion.)
- Describes events of
- Public from
Where it was said (1)
Said once in the sources this register covers.
: Where's Your Ed At, News: Microsoft Disclosures Suggest OpenAI Sales Account For Around 70% Of FY26 AI Revenue, More Than 7% of FY26 Revenue
The other incredible fact from these disclosures is that OpenAI's spend and revenue share accounted for 7% of Microsoft's $331.8 billion in FY26 revenue - or around 7.26% to be specific.
- Where
- paragraph 11
- Published
- 2026-08-05
- Source observed
- , live page
- Access
- full text, public
History
Assessment versions
- Assessment wyea-news-microsoft-disclosures-suggest-openai-sales-account-for-ar-8cff89a321eb-6876ce-a1: Current. Outcome: Supported. Evidence as of 2026-10-28. Public date not recorded.
Recorded events
Assessment publishedBy this site
First assessment published after both reviews and the final-text check passed.