Market Flux Event
OpenAI Revenue Tracking Near $50 Billion Annualized, Well Below the $70 Billion Figure Reported Days Earlier
Read this in the Market Flux appOpenAI's annualized revenue is approaching $50 billion, according to figures the company recently shared with investors, falling roughly $20 billion short of the $70 billion figure that had been widely reported just days prior. The Financial Times, citing sources familiar with the matter, reported the discrepancy as of end of September, raising questions about the pace of the company's revenue growth at a critical moment for the AI industry.
The $70 billion figure had been reported by Axios approximately one week earlier, with sources describing enterprise sales as having more than doubled since July and the annualized run rate growing more than 70% since the beginning of the year. The FT's reporting introduces a significant gap between that figure and what OpenAI itself communicated to investors, a difference that could affect how the company is valued as it pursues additional fundraising and potential public market plans.
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Sources
- SemaforThe race in the West to become the top open-source AI model just shifted into a higher gear, says @jdcapelouto. Read his full view:
- DeItaoneOpenAI annualised revenues $20bn less than previously signalled
- LiveSquawkOpenAI Annualised Revenues $20 Bln Less Than Previously Signalled - @FT
- FinancialjuiceOpenAI annualised revenue $20b less than previously signalled - FT.
- Cablefxmacro🤖❗️*OPENAI ANNUALIZED REVENUES $20B LESS THAN PREVIOUSLY SIGNALED: FT
- FirstSquawkOPENAI ANNUALISED REVENUES $20 BLN LESS THAN PREVIOUSLY SIGNALLED - FT
- Crypto BriefingOpenAI revenue claim puts a $20 billion question mark on AI’s growth story
- WallstengineOPENAI'S ANNUALIZED REVENUE NEARS $50B, BELOW EARLIER $70B REPORTS: FT OpenAI recently told investors its annualized revenue was approaching $50B at the end of September, roughly $20B below the figure widely reported last month. The discrepancy reportedly stems from differences in how OpenAI and Anthropic calculate revenue. Anthropic includes sales through cloud partners such as AWS and Google Cloud, while OpenAI does not. Investors had attempted to adjust OpenAI's figures to make them comparable with Anthropic's, contributing to the previously reported $70B estimate. OpenAI declined to comment. Source: Financial Times.
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- Zerohedge*OPENAI RECENTLY TOLD INVESTORS ANNUALIZED REVENUE NEAR $50B: FT OpenAI annualized revenues $20bn less than previously signaled
- JesseCohenInv🚨*OPENAI ANNUALISED REVENUE $20B LESS THAN PREVIOUSLY SIGNALLED: FT Makes you wonder what other AI revenue numbers are being rounded up the same way...
- Investingcom⚠️ JUST IN: *OPENAI RECENTLY TOLD INVESTORS ITS REVENUES WERE APPROACHING $50BN ON AN ANNUALISED BASIS AT END OF SEPTEMBER, FAR SHORT OF THE $70BN REPORTED - FT
- InvestingOpenAI annualized revenue at $50bn, far below reports - FT
- Unusual_WhalesBREAKING: OpenAI’s annualized revenue is actually approaching $50 billion, roughly $20 billion less than the $70 billion figure widely reported by media outlets in late September 2026, per FT