OpenAI enterprise revenue passes consumer, Friar tells investors

OpenAI CFO Sarah Friar told investors enterprise now out-earns the ChatGPT consumer business, a crossover the company had forecast for the end of 2026, with the annualized run rate at $40 billion and business customers up 32% in July. The mix flip lands as customers shift from unmetered spending to cost per unit of intelligence, which reprices the market around efficiency gains — Friar cited a model 54% more efficient on agentic coding — rather than raw consumer scale.

Source: cnbc.com ↗