--- title: OpenAI CFO tells shareholders enterprise revenue has... description: OpenAI's finance chief Sarah Friar told shareholders that enterprise revenue has overtaken consumer ChatGPT subscription revenue, months ahead of the company's... canonical: https://daily.dev/posts/openai-cfo-tells-shareholders-enterprise-revenue-has-overtaken-chatgpt-zpmo85s5o twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: OpenAI CFO tells shareholders enterprise revenue has overtaken ChatGPT | daily.dev og:description: OpenAI's finance chief Sarah Friar told shareholders that enterprise revenue has overtaken consumer ChatGPT subscription revenue, months ahead of the company's... og:url: https://daily.dev/posts/openai-cfo-tells-shareholders-enterprise-revenue-has-overtaken-chatgpt-zpmo85s5o og:image: https://api.daily.dev/og/posts/zpmO85s5o.png og:image:alt: OpenAI CFO tells shareholders enterprise revenue has overtaken ChatGPT og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # OpenAI CFO tells shareholders enterprise revenue has overtaken ChatGPT **[The Next Web](https://daily.dev/sources/tnw)** · 2 min read · 3 upvotes · 2 comments ## Summary OpenAI's finance chief Sarah Friar told shareholders that enterprise revenue has overtaken consumer ChatGPT subscription revenue, months ahead of the company's own forecast of year-end parity. The annualised run rate has reached $40bn, roughly double a year prior, with July revenue up 20% month-on-month and business customers up 32%. Friar noted enterprise buyers have shifted from unconstrained AI spending ('tokenmaxxing') to focusing on cost per unit of intelligence, prompting OpenAI to cut prices and highlight a new model that is 54% more efficient on agentic coding tasks. Advertising in ChatGPT is nearing a $1bn run rate six months after testing began. The meeting followed the departures of revenue chief Denise Dresser and executive Brad Lightcap, with Dali Rajic named as Dresser's replacement. Executives declined to discuss IPO timing due to a confidential SEC filing. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Questions this post answers ### Has OpenAI's enterprise revenue overtaken its ChatGPT consumer revenue? Yes, OpenAI's enterprise business now generates more revenue than its consumer ChatGPT business, months earlier than the company had forecast. Finance chief Sarah Friar said the split entered the year at 60-40 consumer-favored but enterprise growth accelerated faster than expected, crossing over ahead of the previously projected end-of-2026 parity date. The annualised run rate has reached $40bn, roughly double the prior year. _Track how enterprise AI spending shifts are reshaping vendor strategy on daily.dev._ ### Why are enterprise AI customers moving away from unrestricted model usage? Enterprise customers have shifted from what OpenAI's CFO called tokenmaxxing to focusing on cost per unit of intelligence, meaning companies have stopped letting staff rack up open-ended AI bills without accountability for results. OpenAI responded with price cuts across its model range and touted its newest model as 54% more efficient on agentic coding tasks. _Developers weighing AI coding costs against output can follow pricing shifts like this on daily.dev._ ## Community discussion Top comments from developers on daily.dev. **@elmarchavez** · 0 upvotes > I think this is the start of securing enterprise AI infrastructures to companies. **@tilman151** · 0 upvotes > One could interpret this as the revenue from chatGPT not being that much. ## Similar posts on daily.dev - [News: OpenAI Had A Negative 122% Operating Margin In Q1 2026, and ChatGPT Growth Has Stalled](https://daily.dev/posts/news-openai-had-a-negative-122-operating-margin-in-q1-2026-and-chatgpt-growth-has-stalled-low9yxymf) · Where's Your Ed At · 6 upvotes · 0 comments - [ChatGPT: so popular, hardly anyone will pay for it](https://daily.dev/posts/chatgpt-so-popular-hardly-anyone-will-pay-for-it-kkmhijrwz) · The Register · 54 upvotes · 16 comments --- Tags: [#openai](https://daily.dev/tags/openai), [#chatgpt](https://daily.dev/tags/chatgpt) [View this post on daily.dev](https://daily.dev/posts/openai-cfo-tells-shareholders-enterprise-revenue-has-overtaken-chatgpt-zpmo85s5o) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} 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