The report says the run rate has grown more than 70% since the beginning of the third quarter, while business-to-business revenue has increased by more than 100% over the same period. It also reports that OpenAI added more consumer revenue in the third quarter than it added during all of 2025. Axios says it could not immediately learn details about OpenAI’s expenses, an important qualification to interpreting the growth figures. The article does not substantiate claims about ChatGPT subscription pricing or DevDay announcements. Source: https://www.axios.com/2026/09/29/scoop-openais-annual-recurring-revenue-nears-70b
Raw SignalSep 29, 20261 min read1 source
Scoop: OpenAI's annual recurring revenue nears $70B
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Axios reports that OpenAI’s annualized revenue run rate is nearing $70 billion, citing sources familiar with the company’s financials.