OpenAI announced a decisive shift in its revenue mix at a shareholder meeting on Friday, with its enterprise business now outpacing the consumer side anchored by ChatGPT. Finance chief Sarah Friar presented the numbers: the company’s annualized run rate has reached $40 billion, about twice what it was a year earlier. July’s revenue climbed 20% month‑over‑month, and the count of business customers jumped 32%.
Friar said the company entered the year with a 60‑40 split favoring the consumer segment, but enterprise growth accelerated faster than internal forecasts. Earlier this year she had projected parity by the end of 2026; the new data shows that milestone arrived months ahead of schedule.
Enterprise clients, according to Friar, are changing how they measure AI spend. "They have moved from token‑maxxing to focusing on cost per unit of intelligence," she explained, indicating that firms are now scrutinizing the tangible output of AI models rather than allowing open‑ended usage that inflates token counts.
OpenAI is responding by trimming prices across its model range. The newest model, she noted, is 54% more efficient on agentic coding tasks, delivering more work for less money. Those pricing moves aim to align with the cost‑per‑intelligence approach that corporate buyers are adopting.
Advertising, a quieter revenue stream, is also gaining traction. Six months after OpenAI began testing ads in ChatGPT in February, the ad business is approaching a $1 billion run rate.
The meeting itself unfolded against a backdrop of executive turnover. Revenue chief Denise Dresser exited the company after eight months, and longtime executive Brad Lightcap announced his departure three days earlier. President Greg Brockman thanked Dresser for building the enterprise foundation and introduced her successor, Dali Rajic, who was recruited with the help of Thrive founder Josh Kushner.
When pressed about competition from Chinese open‑source models, Brockman dismissed the notion that open‑source offerings are cheaper, calling it a misunderstanding.
Shareholders also heard that OpenAI cannot discuss timing for a potential public listing because of a confidential filing with the U.S. Securities and Exchange Commission. The company’s leadership left the session with a clear message: enterprise demand is now the engine driving growth, and OpenAI is adjusting pricing and efficiency to meet corporate customers’ evolving expectations.
Cet article a été rédigé avec l'assistance de l'IA.
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