OpenAI exceeds 10 billion dollars in quarterly revenue for the first time
According to OpenAI, profitability improved: adjusted operating margin rose from -150% to -109%, and annual run rate revenue reached 50 billion dollars. Quarterly revenue in Q3 2026 exceeded 10 billion dollars for the first time, 50% more than the 6.7 billion dollars in Q2.
The latest figures refine previously published results for OpenAI for the third quarter of 2026: adjusted operating margin improved from -150 percent in the second quarter to -109 percent in the third, annual run rate revenue reached 50 billion dollars, and revenue in the second quarter was specifically 6.7 billion dollars. Quarterly revenue of 10 billion dollars represents, for OpenAI, the first time this threshold has been exceeded in a single quarter.
The roughly 50 percent increase in revenue compared to the previous quarter is accompanied, according to the company, by an adjusted operating loss of 10.9 billion dollars (not including stock-based compensation of 2.6 billion dollars). The company attributes the growth to lowering product prices and focusing on the enterprise segment, which, according to OpenAI president Greg Brockman, doubled in Q3 and accounts for the majority of revenue. According to the company, ChatGPT has 100 million paying subscribers and 1.2 billion weekly active users.
Anthropic, in the same period, reported revenue of 17 billion dollars (growth of 47 percent) and an operating loss of only 567 million dollars — i.e., significantly more efficient operations — and is seeking a valuation of 1.4 trillion dollars ahead of a planned IPO. Sources point out that both companies calculate annual run rate revenue using different methodologies — Anthropic includes sales through cloud partners in it, while OpenAI includes only its share of some partner sales, so the figures of 50 billion and 81 billion dollars are not directly comparable.
Why it matters
The figures show that OpenAI did accelerate revenue growth and slightly improve efficiency, but is still losing substantially more than competitor Anthropic, which is growing in the enterprise segment with a smaller loss. For companies choosing AI model suppliers, it is relevant that OpenAI is actively cutting prices and pushing toward enterprise customers, which could affect negotiating positions when selecting an API.
What was added since the original report
Verified updates
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Adjusted operating margin improved from −150% to −109%; Annual run rate revenue reaches 50 billion dollars; Q2 2026 revenue reached specifically 6.7 billion dollars; The revenue increase represents OpenAI's first time exceeding 10 billion dollars in a single quarter
- Adjusted operating margin improved from −150% to −109%
- Annual run rate revenue reaches 50 billion dollars
- Q2 2026 revenue reached specifically 6.7 billion dollars
- The revenue increase represents OpenAI's first time exceeding 10 billion dollars in a single quarter
Relevant practical impact
What this means
For a business
Companies selecting or negotiating AI model supplies can leverage the current pricing and competitive dynamics between OpenAI and Anthropic — OpenAI is cutting prices and targeting enterprise customers, while Anthropic is operating with a smaller loss and a stronger enterprise position.
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Event sources
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