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Company

Microsoft Corp.

Filtered to Competitive Moves ×
124 articles decelerating

$24.1B in year-ended June revenue from OpenAI put Microsoft’s AI partnership and growing in-house model push at the center of its 2026 coverage.

Who they are

Microsoft is the Redmond technology company in this coverage, spanning Azure and Microsoft Cloud infrastructure, Microsoft 365 software, consumer AI products, Xbox, LinkedIn, and its consequential relationship with OpenAI. Satya Nadella and consumer-AI leader Mustafa Suleyman recur as the executives shaping that portfolio.

The recent arc

Coverage accelerated into a 2026Q2 peak, driven by cloud-and-AI earnings, the power demands of data centers, and growing scrutiny of how Microsoft commercializes AI. Its January results put Microsoft Cloud above $50B, while the July quarter brought $90.1B in revenue and more than 30 million paid Microsoft 365 Copilot seats. The latest filing added a sharper measure of OpenAI’s importance: $24.1B in revenue from the partner in the year ended June. ഇതിനകം

Microsoft Corp. has appeared in 124 articles since 2015-06. Coverage peaked in 2026Q2 with 22 articles. Frequently mentioned alongside Microsoft, Wash., REDMOND, Azure.

Articles
124
mentions
Velocity
-50.0%
growth rate
Acceleration
-1.333
velocity change
Sources
12
publications

Coverage Timeline

2026-08-06
Bloomberg 7 related

Filing: Microsoft recorded $24.1B in revenue from OpenAI during the year to June 2026, suggesting OpenAI accounted for 50% to ~70% of Microsoft's AI sales

Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company.

2026-08-05
Bloomberg 4 related

Filing: Microsoft recorded $24.1B in revenue from OpenAI during the year ended in June, suggesting OpenAI accounted for more than half of Microsoft's AI sales

Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company.

2026-05-06
Bloomberg 7 related

Sources: Microsoft is considering delaying or dropping its 2030 goal of matching its hourly power use with renewable energy purchases, amid the data center boom

Microsoft Corp. may shelve one of the industry's most ambitious clean-energy targets as it tries to remove hurdles that could hold …

2026-04-05
Bloomberg 12 related

Sources: Copilot sales hit “big audacious goals” by March end after Microsoft pivoted its sales strategy; 3% of customers were paying for Copilot as of January

Microsoft Corp., responding to Wall Street feedback, has pivoted its AI sales strategy to focus on selling Copilot rather …

2026-04-04
Bloomberg 7 related

Sources: Copilot sales hit “big audacious goals” by March end after Microsoft pivoted its sales strategy; 3% of customers were paying for Copilot as of January

Microsoft Corp., responding to Wall Street feedback, has pivoted its AI sales strategy to focus on selling Copilot rather …

2023-08-04
Bloomberg

South Korean circuit board maker Isu Petasys, whose clients include Alphabet, Nvidia, and Microsoft, has seen a 475%+ stock surge in 2023 fueled by the AI boom

Yoojung Lee / Bloomberg : Twitter: @uradn Twitter: @uradn : Isu Petasys Co., which counts Alphabet Inc., Nvidia Corp. and Microsoft Corp. as customers of its multilayered boards, has seen its share p...

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