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OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue

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OpenAI enterprise revenue surpasses consumer revenue

OpenAI CFO Sarah Friar told investors that enterprise business now exceeds consumer revenue, with the company entering 2026 at 60-40 consumer-enterprise split but enterprise accelerating faster than expected.

Aug 14, 2026·2 sourcesBusiness & enterprise AIAI startupsOpenAIAI market dynamicsOpenAI business model
OpenAI enterprise revenue surpasses consumer revenue
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The Verge

OpenAI’s enterprise revenue has reportedly surpassed its consumer revenue.