OpenAI Enterprise Revenue Overtakes Consumer as Run Rate Hits $40 Billion
Updated
Updated · CNBC · Aug 14
OpenAI Enterprise Revenue Overtakes Consumer as Run Rate Hits $40 Billion
3 articles · Updated · CNBC · Aug 14
Summary
$40 billion in annualized revenue and a July 20% month-over-month gain gave OpenAI fresh momentum as finance chief Sarah Friar told investors enterprise now generates the majority of sales.
Enterprise crossed above the ChatGPT-led consumer business earlier than OpenAI had forecast, after starting the year at a 60-40 split and expecting parity only by end-2026; business customers grew 32% in July.
Friday's shareholder meeting came amid executive upheaval, one day after revenue chief Denise Dresser resigned and two days after longtime executive Brad Lightcap said he was leaving; Greg Brockman joined to back new hire Dali Rajic.
Advertising is nearing a $1 billion run rate, while Friar said customers are shifting from "tokenmaxxing" to measuring cost per unit of intelligence, helped by model price cuts and a 54% efficiency gain in coding tasks.
OpenAI also downplayed pressure from open-source Chinese models and declined to discuss IPO timing because of a confidential SEC filing, underscoring how growth remains central to its pitch despite leadership turmoil.