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OpenAI's annual recurring revenue is approaching $70 billion, driven by enterprise sales that more than doubled since July, according to sources familiar with the financials.
This rapid expansion positions the company to close the gap with rival Anthropic in enterprise AI adoption. The financial momentum is evident in the company's recent growth metrics.
OpenAI's annualized revenue run rate has increased by more than 70% since the start of the third quarter, reaching nearly $70 billion. Over that same period, business-to-business revenue grew by more than 100%.
On the consumer side, the company added more revenue during the third quarter than it did during all of 2025. These figures arrive as both OpenAI and Anthropic prepare for initial public offerings.
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