Skip to main content
OpenAIRevenue

Scoop: OpenAI's annual recurring revenue nears $70B

What happened

OpenAI's annual recurring revenue is approaching $70 billion, with its annualized revenue run rate having grown over 70% since the start of Q3 2026.

Source

axios.comSep 29, 2026By Madison Mills

Scoop: OpenAI's annual recurring revenue nears $70B

Article excerpt

Highlighted: the sentence this signal was extracted from

OpenAI's annual recurring revenue is nearing $70 billion, as enterprise sales more than doubled since July, sources familiar with the financials tell Axios. Why it matters: Rival Anthropic has owned enterprise AI adoption, but OpenAI has been catching up. By the numbers: OpenAI's annualized revenue run rate has grown more than 70% since the beginning of the third quarter, reaching almost $70 billion. Its business-to-business revenue has grown more than 100% over the same period. On the consumer side, OpenAI added more revenue during the third quarter than it added during all of 2025. The big picture: The growth comes as OpenAI and Anthropic prepare for IPOs, which would give investors the clearest look yet at both the revenue opportunity and extraordinary spending driving their growth. Anthropic's revenue grew twelvefold to nearly $4.6 billion in 2025, according to an IPO prospectus seen by Reuters. But its growth has skyrocketed since then, hitting an annualized total of about $65 billion in July and continuing to surge, according to figures in The New York Times and elsewhere. Anthropic's prospectus also shows it has $518 billion in future cloud, computing and infrastructure obligations, according to Reuters. The intrigue: As part of that prospectus, Anthropic warned investors that its technology could pose "existential risk" to humanity. This comes after Axios reported...

Keep reading with a free account

The rest of this article, and every signal for OpenAI, is in your free account.

Extracted by Autobound

From the Signal API record
Event
Revenue

What this signalsRevenue results often set the next budget cycle.

Amount named
$70B

More revenue signals at other companies

The full record

From the Signal API record

Numbers

Amount named in the story
$70B

Extraction

Confidence
90%
Detected
Sep 29, 2026
signal_type
news
signal_subtype
has_revenue

Use this data

Get every revenue signal for OpenAI and the companies you sell to, in the tools you already use.

  1. Ask Claude about it

    Connect Autobound to Claude, Claude Code or Cursor with MCP. Then ask: “What changed at OpenAI this week?”

  2. Send it to your own tools

    The Signal API returns revenue signals for any list of companies as JSON, for your CRM, warehouse or app.

  3. Try it free

    Sign up and spend your free credits on the companies you sell to.

    Start Free1,000 free credits

The API returns more than this page shows

This page shows a preview. The full news record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/84a9d3b6-f70d-0f20-4ccf-1e7593874f48 returns this record as JSON. POST /v1/companies/enrich returns every signal for openai.com.

{
  "signal_id": "84a9d3b6-f70d-0f20-4ccf-1e7593874f48",
  "signal_type": "news",
  "signal_subtype": "has_revenue",
  "detected_at": "2026-09-29T14:15:40+00:00",
  "company": {
    "name": "OpenAI",
    "domain": "openai.com"
  },
  "data": {
    "url": "https://www.axios.com/2026/09/29/scoop-openais-annual-recurring-revenue-nears-70b",
    "title": "Scoop: OpenAI's annual recurring revenue nears $70B",
    "author": "Madison Mills",
    "excerpt": "OpenAI's annual recurring revenue is nearing $70 billion, as enterprise sales more than doubled since July, sources familiar with the financials tell Axios. Why it matters: Rival Anthropic has owned enterprise AI adoption, but OpenAI has been catching up. By the numbers: OpenAI's annualized revenue run rate has grown more than 70% since the beginning of the third quarter, reaching almost $70 billion. Its business-to-business revenue has grown more than 100% over the same period. On the consumer side, OpenAI added more revenue during the third quarter than it added during all of 2025. The big picture: The growth comes as OpenAI and Anthropic prepare for IPOs, which would give investors the clearest look yet at both the revenue opportunity and extraordinary spending driving their growth. Anthropic's revenue grew twelvefold to nearly $4.6 billion in 2025, according to an IPO prospectus seen by Reuters . But its growth has skyrocketed since then, hitting an annualized total of about $65 billion in July and continuing to surge, according to figures in The New York Times and elsewhere. Anthropic's prospectus also shows it has $518 billion in future cloud, computing and infrastructure obligations, according to Reuters. The intrigue: As part of that prospectus, Anthropic warned investors that its technology could pose \"existential risk\" to humanity. This comes after Axios reported top...",
    "summary": "OpenAI's annual recurring revenue is approaching $70 billion, with its annualized revenue run rate having grown over 70% since the start of Q3 2026.",
    "planning": false,
    "image_url": "https://images.axios.com/IBmSqxRReRPorgjdwbn8H_WwLbw=/0x0:1920x1080/1366x768/2026/08/11/1786462823475.jpeg",
    "confidence": 0.9,
    "published_at": "2026-09-29T14:15:40Z",
    "article_sentence": "OpenAI's annual recurring revenue is nearing $70 billion, as enterprise sales more than doubled since July, sources familiar with the financials tell Axios.",
    "amount_normalized": 70000000000
  }
}

Long text fields are shortened on this page.

Looking up one signal by its id is free. Enrich costs 2 credits per signal returned; a call with no results is free.