Microsoft recorded $10 billion in revenue from OpenAI

Lead story AI & Agents

Microsoft recorded $10 billion in revenue from OpenAI

Microsoft's OpenAI revenue grows

By TechCrunch · 5:34 PM ET · 1 min

Microsoft generated $10 billion in revenue from OpenAI in the quarter ending September 30. This represents nearly 11% of Microsoft's total quarterly revenue of $92.3 billion. The revenue comes from commercial arrangements with OpenAI, including revenue-sharing payments. For the full 2026 fiscal year, revenue from OpenAI hit $24.1 billion. Microsoft also reported $7.2 billion in outstanding receivables from OpenAI at the end of September. The companies have a partnership where OpenAI shares revenue with Microsoft, with a deal in place until 2030.

Why it matters to you3 takeaways from today’s top stories

1
You may see increased investment in AI technology as a result of Microsoft's significant revenue from OpenAI, which could impact your fundraising efforts. If you are looking to invest in AI-related companies, Microsoft's revenue from OpenAI may be a positive indicator of the growth potential of the industry.
Microsoft earns $10 billion TechCrunch
2
You may assess AI model ROI better with such tools.
Anthropic launches AI spending tools TechCrunch
3
If you track AI growth, this surpasses expectations.
OpenAI revenue reaches $10 billion GeekWire

The Brief3 stories worth your morning

1
AI
Anthropic just launched tools to show companies what their AI spending is buying
TechCrunch · 3:19 PM ET
Anthropic launched tools to show companies the value of their AI spending.
Why it matters You may assess AI model ROI better with such tools.
2
Startups
Bigger than Bing or Xbox: Microsoft’s OpenAI haul reaches $10B in quarterly revenue
GeekWire · 7:28 PM ET
Microsoft's OpenAI generated $10 billion in revenue in the quarter ended September 30.
Why it matters If you track AI growth, this surpasses expectations.
3
Search
Invoca AI agents book appointments from chats started in Google Search
PPC Land · 4:58 PM ET
Invoca AI agents can book appointments from chats started in Google Search.
Why it matters You may improve customer engagement with such AI agents.

Shelf Life Special · Updated every morning

CPG Watch: Brands on the Move

Launches, funding, deals, new shelves, new leaders and recalls at US food, beverage, beauty, personal care, pet and household brands, emerging names ahead of the giants. Every item links to its source.

6moves printed

28brand headlines found

72hwindow

5kinds of move

The last 72 hours, move by move

LaunchMarketingEarningsFundingLeadership

Each dot is one brand move at the time its source published it; hover or tap for details. 1 undated item is left off the line rather than guessed.

LaunchWellness

Oatly

Oatly Bets on Fiber and Flavor to Keep Growth Moving Through Cost Shock

Oatly is embracing functional beverages as it pushes toward its next era of innovation with a soon-to-launch Fiber line.

Why it’s relevant A new product has to be found: shelf placement, marketplace listings and search answers shape its early sales.

BevNET · Wed, Oct 28

MarketingFood

Doughy

Doughy Unveils New Branding, Cookie ‘Puck’ Flatpacks At Target

Doughy unveils new branding and cookie flatpacks at Target

Why it’s relevant A repositioning changes how the brand is described, which flows through to retail listings and AI shopping answers.

Nosh.com · Wed, Oct 28

EarningsBeverage

Topo Chico

The months-long shortage of cult beverage Topo Chico is coming to an end

Parent Coca-Cola acknowledged in an earnings call that the production disruption hurt the company’s performance in North America.

Why it’s relevant Results show which channels and categories are driving growth for a brand of this size.

The Washington Post · Date not confirmed

Moves by type printed / found, tap to filter

Moves by category tap to filter

Pet 1
Wellness 1
Beverage 2
Food 1
Multi-category 1

Brand	Move	Category	The story	Source	Date
Oatly	Launch	Wellness	Oatly Bets on Fiber and Flavor to Keep Growth Moving Through Cost ShockOatly is embracing functional beverages as it pushes toward its next era of innovation with a soon-to-launch Fiber line.	BevNET	Wed, Oct 28
Doughy	Marketing	Food	Doughy Unveils New Branding, Cookie ‘Puck’ Flatpacks At TargetDoughy unveils new branding and cookie flatpacks at Target	Nosh.com	Wed, Oct 28
Topo Chico	Earnings	Beverage	The months-long shortage of cult beverage Topo Chico is coming to an endParent Coca-Cola acknowledged in an earnings call that the production disruption hurt the company’s performance in North America.	The Washington Post	Date not confirmed
Sunshine Buns	Funding	Multi-category	Sunshine Buns finds Series A fundingWill be used to increase production, invest in product development.	Food Business News	Wed, Oct 28
Liquid I.V.	Leadership	Beverage	Former Poppi Exec Jenny Danzi Joins Liquid I.V. as CMOLiquid I.V. appoints Jenny Danzi as its new CMO	BevNET	Wed, Oct 28
Beggin’	Launch	Pet	Beggin’ unveils new holiday treatsThe launch encourages pet parents to give their dogs treats instead of table scraps during the holidays.	Pet Food Processing	Wed, Oct 28

Showing 6 of 6. Click a heading to sort, a chip, bar or ring slice to filter.

AI & Agents

The Machine Room

1 story 1 min

OpenAI and ServiceNow expand partnership across enterprise workflows

OpenAI · 9:15 AM ET

OpenAI and ServiceNow expanded their partnership to integrate OpenAI models and agents into ServiceNow and ServiceNow workflows into ChatGPT and Codex.

Search, SEO & Answer Engines

Visibility Desk

2 stories 1 min

Gemini app gains 350m users in a year to pass 1bn, Alphabet says

PPC Land · 1:28 AM ET

Gemini app has gained 350m users in a year, passing 1bn, with a 40% rise in API traffic.

Why it matters If you hold GOOGL, this may impact your investment

Amazon, Ecommerce & Retail

The Checkout

1 story 1 min

Amazon's most advanced chip helps power the AI behind Prime 360, here's how

About Amazon · 12:00 PM ET

Amazon's Trainium AI chip powers the AI behind Prime 360 and delivers breakthrough highlight technology for NBA on Prime.

Why it matters You may consider how Amazon's AI advancements impact your Xena 360 services and the brands you support.

CPG & Brands

Shelf Life

2 stories 1 min

Google Stock Sinks as AI Mode Pressures Search Ad Growth

Adweek · 7:36 PM ET

Google's AI Mode is pressuring search ad growth, and the company is pushing more ads into AI Mode and AI Overviews. Google's search ad revenue was below analyst expectations, but the company's AI infrastructure business is booming.

Why it matters You may see changes in how your brand customers' ads appear in Google search results due to AI Mode and AI Overviews.

Startups & Funding

Founder Mode

1 story 1 min

Microsoft Azure revenue surges 48% to $33.2B, beating expectations as cloud and AI demand grows

GeekWire · 4:47 PM ET

Microsoft Azure's revenue surged 48% to $33.2B, driven by cloud and AI demand.

Why it matters If you track AI and cloud trends, Microsoft's growth may indicate increasing demand for these services.

Kentucky Corner

Bluegrass Brief

2 stories 1 min

A&S Construction of Louisville Named One of Louisville Business First's 2026 Best Places to Work

Yahoo Finance · 3:34 PM ET

A&S Construction of Louisville was named one of the 2026 Best Places to Work in Greater Louisville, ranking No.

Why it matters This reflects well on Louisville's business environment.

Louisville weather

53°F Clear

Thu52°/77°
Fri52°/76°
Sat59°/71°
Sun56°/67°

Source: Open-Meteo

Quiet beats Markets & Money. Nothing cleared the bar in the last 24 hours; we would rather print nothing than pad.

The Xena Radar

Mentions, rivals and the AEO beat

1 story 1 min

AEO SoftwareSuggest Launches AEO/GEO Visibility Services to Help Software Brands Get Discovered in AI Search Green Bay Press-Gazette · 7:00 AM ET
SoftwareSuggest launched AEO/GEO visibility services to help software brands improve their AI search presence
Why it matters This service may compete with SearchPanel's AI search visibility offerings for your customers.

Markets

Prices delayed · last close Wed, Oct 28

2 min

At Wednesday's close the S&P 500 rose 0.28%, Nasdaq rose 0.27%, Dow rose 0.19%; Shopify led the watchlist at +1.45% and Meta trailed at −1.24%; Bitcoin is −1.35% over 24 hours.

S&P 500

7,743.98

+0.28% 1 mo +1.0%

Nasdaq

26,549.85

+0.27% 1 mo −0.9%

Walmart

118.77

−0.46% 1 mo +11.2%

Leader Shopify +1.45%

Laggard Bitcoin −1.35%

Day change, watchlist stocks and bitcoin

Heatmap: the whole watchlist

GSPC+0.28%S&P 500
IXIC+0.27%Nasdaq
DJI+0.19%Dow
BTC−1.35%Bitcoin
AMZN+0.59%Amazon
GOOGL+1.34%Alphabet
NVDA−1.17%Nvidia
MSFT−0.06%Microsoft
META−1.24%Meta
AAPL−0.94%Apple
WMT−0.46%Walmart
COST−0.95%Costco
SHOP+1.45%Shopify
PG−0.61%Procter & Gamble
PEP−0.65%PepsiCo
TSLA−0.80%Tesla

Performance, indexed to 100

Turn on JavaScript to draw this chart; the table holds the same numbers.

Name	Last	Day	1 mo
S&P 500 GSPC	7,743.98	+0.28%	+1.0%
Nasdaq IXIC	26,549.85	+0.27%	−0.9%
Dow DJI	52,475.10	+0.19%	+2.2%
Bitcoin BTC-USD	80,172	−1.35%	−4.1%
Amazon AMZN	254.60	+0.59%	+3.2%
Alphabet GOOGL	324.89	+1.34%	−4.7%
Nvidia NVDA	215.38	−1.17%	−5.2%
Microsoft MSFT	531.01	−0.06%	+4.3%
Meta META	612.49	−1.24%	−17.1%
Apple AAPL	343.83	−0.94%	+4.4%
Walmart WMT	118.77	−0.46%	+11.2%
Costco COST	982.73	−0.95%	+6.3%
Shopify SHOP	168.22	+1.45%	+13.5%
Procter & Gamble PG	158.26	−0.61%	+6.7%
PepsiCo PEP	132.63	−0.65%	+3.1%
Tesla TSLA	404.22	−0.80%	+14.6%

Click a column to sort. Bars scale each day move to the largest on the list. Source: Yahoo Finance, delayed.

The Editor’s Note

You are seeing a surge in AI revenue and adoption, with Microsoft's OpenAI generating $10 billion in quarterly revenue and Google's AI Mode pressuring search ad growth. This shift towards AI-powered search and commerce may impact your customers' advertising strategies and your own SearchPanel product. Consider how these changes may affect your customers' needs and your business decisions.

The Editor

Cartoons are drawn by AI for DUDE International and show no real people.

Cartoon of the Day

Editorial cartoon. a person talking to a robot in a store — “Can you show me some options”

The Shelf, in Ink

Cartoon about the consumer brands business. a grocery shelf with robots restocking it — “Help is on the way”

Did You KnowQuoted word for word from today’s reporting

01Startups
The original AI alliance: Microsoft first invested in OpenAI in 2019, eventually committing $13 billion , and became its exclusive cloud provider.

Where it came from
From GeekWire“Bigger than Bing or Xbox: Microsoft’s OpenAI haul reaches $10B in quarterly revenue”
Filed under Startups & Funding
02Search
PPC Land reported in April that Samsung is retiring its own Samsung Messages app in July 2026 , leaving Google Messages as the default for SMS and RCS on Android 12 and later.

Where it came from
From PPC Land“Invoca AI agents book appointments from chats started in Google Search”
Filed under Search, SEO & Answer Engines
03AI
For the full 2026 fiscal year, revenue from OpenAI hit $24.1 billion.

Where it came from
From TechCrunch“Microsoft recorded $10 billion in revenue from OpenAI”
Filed under AI & Agents
04Search
PPC Land reported 7 billion tokens a minute in October 2025, more than 10 billion in February, 16 billion in April and 22 billion in July.

Where it came from
From PPC Land“Gemini app gains 350m users in a year to pass 1bn, Alphabet says”
Filed under Search, SEO & Answer Engines

By the Numbers

How this edition was made

1 min

718

headlines scanned, last 24 hours

+131 vs yesterday

stories printed

−1 vs yesterday

118

publishers seen

116

of 117 feeds and searches answered

Stories printed by desk today printed / fresh headlines

AI & Agents3/65
Search, SEO & Answer Engines3/67
Amazon, Ecommerce & Retail1/25
CPG & Brands2/29
Startups & Funding2/19
Markets & Money0/129
Tesla0/15
Kentucky Corner2/15
India & Kerala0/110
CPG Watch6/28
The Xena Radar1/1

The words that ran the news bigger means more headlines

Google Growth Business Results Profit Search CEO Fed Revenue Stock Earnings Market

Google34
Profit28
Revenue25
Growth23
Search20
Stock20

Desk mix, last 6 editions tap a desk to hide it

Most-cited publishers

TechCrunch2
GeekWire2
PPC Land2
Yahoo Finance2
Adweek2
OpenAI1
About Amazon1
The Lane Report1

Feeds or searches that failed this morning: The Decoder. Images: 5 publisher photos, 2 AI engravings, 0 house engravings.

The Bottom LineWhat to do with all of this

Three moves for today 0/3 done

1Review your customers' search ad strategies in light of Google's AI Mode and AI Overviews
Based on Google Stock Sinks as AI Mode Pressures Search Ad Growth Adweek
2Explore opportunities for integrating AI models and agents into your SearchPanel product
Based on OpenAI and ServiceNow expand partnership across enterprise workflows OpenAI
3Monitor the growth of AI-powered commerce and its potential impact on your customers' marketplace presence
Based on Amazon's most advanced chip helps power the AI behind Prime 360, here's how About Amazon

Why it matters to you3 takeaways from today’s top stories

The Brief3 stories worth your morning

The last 72 hours, move by move

Oatly

Doughy

Topo Chico

Moves by type printed / found, tap to filter

Moves by category tap to filter

Louisville weather

Heatmap: the whole watchlist

Performance, indexed to 100

The Editor’s Note

Cartoon of the Day

The Shelf, in Ink

Stories printed by desk today printed / fresh headlines

The words that ran the news bigger means more headlines

Desk mix, last 6 editions tap a desk to hide it

Most-cited publishers

The Bottom LineWhat to do with all of this

Three moves for today 0/3 done

Get the day’s edition