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user-generated· earnings

OpenAI's Q4 2026 revenue drops 15% year-over-year due to Microsoft's…

Microsoft's reduced reliance on OpenAI models will lead to a measurable decline in OpenAI's revenue, with a 15% year-over-year drop in Q4 2026. This reflects Microsoft's strategic pivot and broader industry cost-cutting trends affecting third-party AI providers.

earnings · Prediction Market

Implied probability (Yes)
68%
Closes
2026-12-31

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