The CFO of OpenAI informs shareholders that revenue from enterprise has surpassed that of ChatGPT.
OpenAI’s enterprise segment is now generating more revenue than its consumer division, as reported by finance chief Sarah Friar to shareholders on Friday, ahead of the timeline the company had predicted. Its annualized run rate has reached $40 billion, roughly double what it was a year ago.
The company is now earning more from its business customers than from ChatGPT users. According to a meeting attendee, Friar noted that the two revenue streams had crossed, stating, “We began the year with a 60-40 split, but enterprise growth has exceeded our expectations.”
This development comes sooner than anticipated; earlier this year, Friar had mentioned that the two sides of the business would reach a balance by the end of 2026.
The underlying metrics indicate rapid growth. OpenAI's annualized run rate has hit $40 billion, about doubling from last year, with July revenue increasing by 20% month over month and business clientele growing by 32%.
What’s particularly noteworthy is the shift in enterprise buyer behavior. “Enterprise customers have transitioned from maximizing tokens to concentrating on cost per unit of intelligence,” Friar explained, indicating that companies are no longer allowing employees to accumulate unlimited AI expenses without demonstrating tangible outcomes.
OpenAI is responding with price adjustments instead of resisting the trend. Friar pointed to recent price reductions across its model lineup and highlighted that its latest model is 54% more efficient for agentic coding tasks.
Advertising has also become a noteworthy revenue stream. It is nearing a $1 billion run rate, just six months after OpenAI began trialing ads in ChatGPT in February.
The meeting was originally scheduled prior to a challenging week for the company. It took place one day after revenue chief Denise Dresser left after eight months and three days following the announcement of longtime executive Brad Lightcap's departure.
President Greg Brockman expressed gratitude to Dresser for establishing the enterprise foundation, as noted by an attendee. He also commended her successor, Dali Rajic, who was introduced to OpenAI by Thrive founder Josh Kushner, according to a source familiar with the hiring process.
When asked about Chinese open-source models, Brockman was dismissive, pointing out the misconception that open-source is less expensive.
Regarding the company’s potential public listing, executives informed shareholders that they could not comment on timing due to an ongoing confidential filing with the SEC.
Published August 14, 2026 - 8:11 pm UTC
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The CFO of OpenAI informs shareholders that revenue from enterprise has surpassed that of ChatGPT.
OpenAI's enterprise revenue has surpassed that of consumer revenue ahead of expectations, according to its finance chief, with the run rate hitting $40 billion.