OpenAI says enterprise revenue has overtaken consumer subscriptions

CNBC reports that OpenAI CFO Sarah Friar told investors the company’s enterprise business now generates more revenue than its consumer subscription business. The reported crossover came earlier than OpenAI had previously guided and puts enterprise adoption at the center of the company’s growth story.

The same report says OpenAI has reached a 40B USD annualized recurring revenue run rate, with business customer growth outpacing overall growth. TechTimes, citing the CNBC report and related coverage, says the enterprise shift is being driven by products including ChatGPT Work, Codex and the GPT-5.6 model line.

The detail matters because OpenAI has long been seen primarily through ChatGPT’s consumer scale. If enterprise revenue is now larger, the company is starting to look less like a subscription app and more like core AI infrastructure for businesses, developers and internal workflows.

There is an important caveat: annualized recurring revenue is a run-rate metric, not audited annual revenue. OpenAI is still spending heavily on compute, and the revenue milestone arrives alongside executive turnover in roles tied to enterprise sales. Even so, the signal is clear: OpenAI’s next phase is being judged by whether companies can turn AI usage into measurable work, not just by how many people chat with ChatGPT.

Sources: CNBC, TechTimes.