Thursday, 12 November 2026

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OpenAI Quarterly Revenue Tops $10 Billion As Enterprise Sales Double

OpenAI's third-quarter 2026 revenue exceeded $10 billion, up about 50% from the prior quarter, with an annualized run rate near $50 billion. CFO Sarah Friar called it a "blockbuster quarter."

1 source 1h ago

Reporting from 1 source: GameBusiness.jp.

Why it matters

OpenAI's enterprise business doubling while its operating loss still widened to about $10.9 billion shows the revenue growth is arriving alongside, not instead of, the infrastructure spending that produced it.

OpenAI Quarterly Revenue Tops $10 Billion As Enterprise Sales Double

Key Facts

  • OpenAI's third-quarter 2026 revenue exceeded $10 billion, up about 50% from the previous quarter.
  • OpenAI's annualized revenue run rate reached about $50 billion.
  • Enterprise revenue doubled from the previous quarter and now splits almost 50-50 with consumer.
  • Paid subscription users exceeded 100 million and weekly active users reached 1.2 billion.
  • OpenAI's operating loss widened from about $10.1 billion to about $10.9 billion.

Enterprise revenue doubled and now splits roughly 50-50 with consumer. Paid subscribers passed 100 million and weekly active users reached 1.2 billion. Operating loss widened to about $10.9 billion from $10.1 billion.

Enterprise revenue doubled from the previous quarter, and the company now splits its business almost evenly between corporate and consumer customers. The consumer side grew 20%, with paid subscriptions above 100 million and 1.2 billion weekly active users.

The loss picture is less clean. Adjusted operating margin improved from minus 150% to minus 109%, but the operating loss grew from about $10.1 billion to about $10.9 billion. Friar pointed to sales agreements with third-party cloud providers as the growth lever toward 2027, while Microsoft's Azure remains the main cloud partner.

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