Sarah Friar

“Enterprise customers account for roughly 40% of OpenAI's business as of January, and I expect that figure to grow to closer to 50% by the end of the year — i.e. enterprise reaching parity with the consumer (ChatGPT) business by the end of 2026.”

Sarah FriarCEO

Chief Financial Officer of OpenAI

Friar told investors on August 14, 2026 that enterprise and consumer revenue 'have now crossed' — parity was reached months ahead of the year-end target — but the stated deadline has not yet passed.

“Revenue this year will grow over 3X. So about $13 billion in revenue from about $4 billion last year. So it's tripling on a very big base as well.”

Sarah FriarCEO

Chief Financial Officer, OpenAI

OpenAI's audited full-year 2025 revenue came in at $13.07 billion, essentially exactly the ~$13 billion Friar projected (on a $38.5 billion net loss). The 'over 3X' framing was looser: OpenAI later reported roughly $6 billion of 2024 revenue rather than the ~$4 billion base cited, implying about 2.2x growth.