Friday, October 9, 2026

OpenAI tells investors ARR is about $50B

CNBC confirmed OpenAI told investors its annualized revenue was roughly $50 billion at the end of September, below the previously reported $68-70 billion figure. A person familiar with the matter said the higher figure included partner gross so investors could compare it with Anthropic, which counts cloud-partner sales. The same investor update cited 77% total and 107% enterprise run-rate growth in the third quarter; OpenAI did not comment to TechCrunch.

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