OpenAI Chief Financial Officer Sarah Friar told investors on Friday, August 14, 2026, that the company's enterprise business now generates more revenue than its consumer business. This marks a significant shift from the beginning of 2026, when consumer revenue accounted for 60% and enterprise for 40%.

Friar also revealed that OpenAI's annualized revenue run rate has reached $40 billion, roughly double the pace from late 2025. The company saw a 20% month-over-month growth in total revenue pace in July 2026, with business customers growing by 32% in the same month. Additionally, OpenAI's advertising business is nearing a $1 billion annual run rate, approximately six months after testing ads in ChatGPT began.

This shift towards enterprise revenue is seen as favorable for OpenAI ahead of a potential public listing, as enterprise contracts are generally more stable and durable than consumer