OpenAI's Annual Recurring Revenue Nears $70 Billion
Sources indicate that AI company OpenAI's Annual Recurring Revenue (ARR) is approaching $70 billion. The revenue has grown by over 70% since the beginning of Q3 2026.
OpenAI's Annual Recurring Revenue (ARR) has reached nearly $70 billion, according to reports citing sources familiar with the matter. This figure represents significant growth, exceeding 70% since the start of the third quarter of 2026.
The company's B2B revenue stream has reportedly seen an increase of over 100%. On the consumer side, OpenAI's third-quarter revenue growth surpassed the total growth achieved throughout all of 2025, signaling a substantial expansion in user engagement.
These developments occur amidst an intensifying price war within the AI industry. Declining token costs are pushing OpenAI and competitors like Anthropic into broader price competition, necessitating a focus on managing infrastructure expenses while scaling user adoption.
Both OpenAI and Anthropic are reportedly preparing for initial public offerings (IPOs). OpenAI has begun preliminary steps for its listing, while Anthropic filed confidentially earlier this year. The increased revenue is seen as crucial for these upcoming market entries.