According to an Axios report published Tuesday, OpenAI’s annualized recurring revenue (ARR) is approaching $70 billion after revenue from corporate customers more than doubled since July. Sources familiar with the startup’s financials told Axios that the company has seen particularly rapid expansion since the start of the third quarter.
Scale of the growth
- The report says OpenAI’s ARR grew by more than 70% compared with the beginning of the third quarter.
- Revenue from the corporate segment has more than doubled since July.
- In the consumer segment, OpenAI generated more revenue in the third quarter than it did across the entire 2025 calendar year.
These figures point to rapidly increasing demand from enterprise customers for OpenAI’s services, which is materially boosting the company’s revenue run rate.
Sources and response
Axios’s reporting, citing people familiar with the company’s finances, has been echoed by Reuters. OpenAI did not respond to Reuters’ request for comment.
Why this matters
An ARR near $70 billion underlines how quickly generative AI products are being adopted in business settings. Growing enterprise spending and subscriptions are reshaping OpenAI’s revenue mix and can accelerate the company’s scaling and competitive position in the market.
Note
This article is not investment advice. An AI assistant contributed to preparation of the piece; the final content was edited and verified by a journalist.
