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橙子Joyce
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BullishOn August 13, citing sources familiar with the matter, Bloomberg reported that OpenAI’s current annualized revenue has exceeded $40 billion, doubling compared with the end of 2025, laying a more solid foundation for its upcoming IPO.
The core drivers behind this growth are AI programming software, subscription sales, and a just-starting advertising business, while its core consumer business also continues to expand.
In an internal memo, Greg Brockman, OpenAI’s co-founder and president, revealed that the company’s annualized revenue grew by more than 20% month-over-month in July.
Earlier, OpenAI’s CFO Sarah Friar said that by the end of last year, the company’s annualized revenue had already exceeded $20 billion.
Revenue doubles as demand for AI Agents surges
One of the key drivers of recent growth is strong demand from enterprise customers for AI Agents.
Codex, OpenAI’s programming-focused product, and ChatGPT Work, which is designed for a wide range of tasks, have both seen a noticeable increase in demand.
At the same time, the company has reduced pricing for some models to more effectively compete in the price-sensitive customer market against Anthropic and a host of open-source model rivals.
On the same day, OpenAI announced the appointment of a new Chief Revenue Officer—this is the second time the company has changed that role in less than a year. The new hire comes from the cybersecurity industry, with the goal of accelerating enterprise sales growth.
The competitive landscape with Anthropic
OpenAI is currently engaged in an intense contest for enterprise customers with Anthropic.
Once seen as the challenger, Anthropic has gradually opened up the market with a series of AI products, including programming tools, and in May of this year announced that its annualized revenue has surpassed $47 billion. There may be differences in how the two companies calculate and report annualized revenue.
Both companies have filed confidential IPO registration documents. According to reports, Anthropic is expected to be the first to list, as early as this fall—ahead of OpenAI in terms of timing.
The core drivers behind this growth are AI programming software, subscription sales, and a just-starting advertising business, while its core consumer business also continues to expand.
In an internal memo, Greg Brockman, OpenAI’s co-founder and president, revealed that the company’s annualized revenue grew by more than 20% month-over-month in July.
Earlier, OpenAI’s CFO Sarah Friar said that by the end of last year, the company’s annualized revenue had already exceeded $20 billion.
Revenue doubles as demand for AI Agents surges
One of the key drivers of recent growth is strong demand from enterprise customers for AI Agents.
Codex, OpenAI’s programming-focused product, and ChatGPT Work, which is designed for a wide range of tasks, have both seen a noticeable increase in demand.
At the same time, the company has reduced pricing for some models to more effectively compete in the price-sensitive customer market against Anthropic and a host of open-source model rivals.
On the same day, OpenAI announced the appointment of a new Chief Revenue Officer—this is the second time the company has changed that role in less than a year. The new hire comes from the cybersecurity industry, with the goal of accelerating enterprise sales growth.
The competitive landscape with Anthropic
OpenAI is currently engaged in an intense contest for enterprise customers with Anthropic.
Once seen as the challenger, Anthropic has gradually opened up the market with a series of AI products, including programming tools, and in May of this year announced that its annualized revenue has surpassed $47 billion. There may be differences in how the two companies calculate and report annualized revenue.
Both companies have filed confidential IPO registration documents. According to reports, Anthropic is expected to be the first to list, as early as this fall—ahead of OpenAI in terms of timing.
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