Citing an unnamed source, CNBC reported that OpenAI CFO Sarah Friar said at a recent investor meeting that OpenAI “entered the year at 60-40, but enterprise has accelerated much faster than expected and those lines have now crossed … The majority of our revenue is now enterprise.” [Link: OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue | https://www.cnbc.com/2026/08/14/openai-cfo-friar-tells-investors-that-enterprise-bigger-than-consumer.html | CNBC]

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.