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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