OpenAI annual revenue run rate approaches $70 billion as enterprise and consumer growth accelerates

OpenAI’s annualized revenue run rate is closing in on $70 billion. The company’s top line has grown more than 70% since Q3, with both enterprise and consumer segments firing on all cylinders. To put that number in perspective, $70 billion in annualized revenue would place OpenAI in the neighborhood of companies like AMD and Intel. The growth trajectory that got us here Full-year 2025 recognized revenue came in at $13.07 billion, up from $3.7 billion in 2024. That’s roughly a 253% year-over-year jump. The momentum kept building into 2026. Q1 booked revenue hit $5.7 billion. Q2 climbed to $6.7 billion. By August 2026, the company’s ARR had reached approximately $40 billion, effectively doubling from the $20 billion to $25 billion range at the end of 2025. July 2026 alone saw over 20% month-over-month ARR growth. The enterprise segment was even hotter, posting 32% month-over-month growth that same month. Enterprise flips the revenue mix Enterprise revenue now exceeds consumer revenue. ChatGPT subscriptions contribute around $22 billion to the ARR, but the bigger checks are coming from corporate customers plugging OpenAI’s models into their workflows, products, and internal tools via A...