OpenAI CFO Sarah Friar revealed enterprise revenue now exceeds consumer business, with July ARR surpassing total Q2 2026 revenue amid explosive

OpenAI’s annualised revenue run rate has surpassed $40 billion, nearly doubling from end-2025, as coding tools, subscriptions and AI agents fuel growth.

OpenAI's revenue run rate has surged to over $40 billion, doubling since late 2025, fueled by rising demand for generative AI tools and enterprise applications.