Sunday, August 2, 2026
OpenAI CFO says July revenue alone topped all of Q2
OpenAI CFO Sarah Friar told employees on July 29, 2026 that the company's annualized recurring revenue booked in July alone exceeded its entire second-quarter total, crediting the GPT-5.6 model family, the ChatGPT Work enterprise agent, and the Codex coding tool. OpenAI's disclosed run-rate has scaled from roughly $13B recognized in 2025 to about $25B annualized earlier in 2026; the company has not reconciled the July ARR figure to recognized revenue.
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