AINEWS
CFO Sarah Friar told shareholders on Friday that enterprise is now the majority of OpenAI revenue, pulling in the equivalent of $40 billion a year, days after two top commercial leaders stepped down.
OpenAI's enterprise business overtook its consumer ChatGPT revenue in mid-2026, roughly 18 months ahead of the company's own end-of-2026 forecast, chief financial officer Sarah Friar told current shareholders on Friday. The milestone, reported by CNBC after a Friday investor meeting, lands on a $40 billion annualized run rate and in the same week two of the company's top commercial leaders stepped down.
The mix began the year at 60% consumer, 40% enterprise, according to slides viewed by CNBC. Friar said the lines have now crossed in enterprise's favor, citing 20% month-over-month revenue growth in July and a 32% jump in business customers on the same slides. The $40 billion run rate, an annualized figure CNBC confirmed through its review of the investor materials, is the first concrete mix disclosure OpenAI has made public, and the crossover compresses the timeline by roughly 18 months against the parity target management had been signaling to investors and employees since last year.
The meeting came one day after revenue chief Denise Dresser stepped down after eight months on the job. She said in a LinkedIn post that she was leaving to pursue other opportunities.
Greg Brockman attended the meeting. On the open-source Chinese model competition that has roiled the AI sector this year, Brockman dismissed the concern as "misunderstood," without elaborating. He declined to discuss the timing of an OpenAI initial public offering, citing a confidential filing with the Securities and Exchange Commission. Both threads were left as open questions for a later investor session, a notable choice given the pace at which the same mix question just moved.
The Friday meeting was planned before this week's executive departures, the attendee said, and the agenda did not change to accommodate the churn. That detail matters. The crossover and the leadership exits are not, on this evidence, the same story told twice. The revenue mix is the result of a sales motion that has been building for two years. The departures are the cost of running that motion at the speed the new run rate requires.
The next test is the August and September customer counts. The 32% month-over-month growth in business customers implied by the slides is the kind of number that compounds, and the next cohort of investors will re-check it before the next funding round. If it holds, the parity line OpenAI drew at the end of 2026 was conservative by roughly 18 months. If it does not, the crossover still happened, and the management bench behind it is thinner than it was on Monday.