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OpenAI's annualized revenue is expected to surpass $40 billion, with enterprise business ARR growing 32% month-over-month in July

2026-08-17 23:38

Odaily News: AI company OpenAI's annualized revenue run rate (ARR) is expected to have exceeded $40 billion, roughly double the $20 billion reported at the end of 2025. Its ARR grew more than 20% month-over-month in July, while enterprise business ARR grew 32% month-over-month, outpacing the overall growth rate. OpenAI CFO Sarah Friar previously stated that ARR increased from $10 billion in June 2025 to $20 billion at the end of 2025, $25 billion in February this year, and $40 billion in July this year. If July ARR stands at $40 billion, it corresponds to monthly revenue of approximately $3.3 billion. OpenAI has announced the appointment of Dali Rajic as its new Chief Revenue Officer. The company's products have over 1 billion weekly active users and more than 2 million enterprise customers, both roughly double the figures from a year ago. Dali Rajic previously served as President and Chief Operating Officer of Wiz, a cybersecurity company under Alphabet. OpenAI has reduced prices on some models and added Fast mode and Ultra Fast mode for its top-tier model Sol. Both OpenAI and Anthropic have confidentially filed initial public offering (IPO) documents with the U.S. Securities and Exchange Commission (SEC). (TheElec)