AI REVENUE WARS ● 2026-10-30

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (10)

PeriodMetricValueYoYQualityHowSource
as of 2026-09-30run-rate$50.00B—reportedreported
“OpenAI's annualised revenue is approaching $50 billion, the Financial Times reported, citing financial documents shared with investors”
Approximate figure. Checked against an excerpt of the source, not the full page. Net figure; the Financial Times reported it while correcting a higher, grossed-up estimate.
Invezz (Financial Times)
as of 2026-08-13run-rate$40.00B—reportedreported
“OpenAI is now on pace to bring in annualized revenue of more than $40 billion, roughly double its run rate from the end of 2025.”
The source says “more than” this figure. Checked against an excerpt of the source, not the full page.
PYMNTS (Bloomberg)
as of 2026-02-28run-rate$25.00B—reportedreported
“The Information reported that OpenAI's run rate had passed $25 billion by around February or March 2026.”
Approximate figure. Checked against an excerpt of the source, not the full page.
Crypto Briefing
as of 2025-12-31ARR$20.00B—reportedreported
“While revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR [annualized run rate] in 2023, $6B in 2024, and $20B+ in 2025.”
The source says “more than” this figure.
ITPro
as of 2025-07-31run-rate$12.00B—reportedreported
“OpenAI has doubled its revenue in the first seven months of 2025, reaching an annualised run rate of about $12 billion.”
Approximate figure. Checked against an excerpt of the source, not the full page.
Digital Watch Observatory
as of 2025-06-09run-rate$10.00B—reportedreported
“OpenAI said on Monday that its annualized revenue run rate surged to $10 billion as of June, positioning the company to hit its full-year target amid booming AI adoption.”
Excludes Microsoft licensing revenue and large one-time deals.
SRN News (Reuters)
as of 2024-12-31ARR$6.00B—reportedreported
“While revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR [annualized run rate] in 2023, $6B in 2024, and $20B+ in 2025.”
ITPro
as of 2024-12-31run-rate$5.50B—reportedreported
“Its projected annual revenue figure based on current revenue data, which was about $5.5 billion in December 2024, has demonstrated strong growth”
Approximate figure. Checked against an excerpt of the source, not the full page. Excludes Microsoft licensing revenue and large one-time deals.
SRN News (Reuters)
as of 2024-06-12run-rate$3.40B—reportedreported
“OpenAI, the company behind the ChatGPT and GPT LLMs, has doubled its annual revenue to $3.4 billion, according to a report from The Information.”
Checked against an excerpt of the source, not the full page.
MSPowerUser
as of 2023-12-31ARR$2.00B—reportedreported
“While revenue followed the same curve growing 3X year over year, or 10X from 2023 to 2025: $2B ARR [annualized run rate] in 2023, $6B in 2024, and $20B+ in 2025.”
ITPro