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OpenAI informed the Financial Times that a previously circulated $70 billion annualized revenue figure was net revenue. Bloomberg reported that OpenAI expects to reach or exceed $70 billion in annualized revenue by the end of 2026.
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Key sources
- SOURCE@ft“The AI group's annualised revenue is about $20bn less than the company has previously signalled, according to financial documents shared with investors”x.com
- SUPPORT@tradfi“*OPENAI REVENUE FIGURES SHARED WITH INVESTORS IN $30B+ FUNDING TALKS *OPENAI DISCUSSING $1.4T PRE-MONEY VALUATION IN NEW FINANCING ROUND”x.com
- SUPPORT@negligible_cap“The pair calculate the figure in different ways, with Anthropic including the revenue from sales via cloud partners such as AWS and Google Cloud, while OpenAI does not.”x.com
- SUPPORT@rohanpaul_ai“To compare the 2 companies fairly, OpenAI’s investors added their own estimate of those cloud sales to OpenAI’s July figure, which turned roughly $30B into about $40B.”x.com
- SUPPORT@firstadopter“CNBC just reported on air, according to a source familar: $70 billion ARR includes "revenue sharing from their big partners" (think AMZN, MSFT).”x.com
- SUPPORT@negligible_cap“FT now saying OpenAI told them that the $70B was net revenue”x.com
- SUPPORT@lisaabramowicz1“an FT story about OpenAI's revenue's being less than initially reported is spurring a more than 5% drop in Oracle shares, exacerbating losses from Nvidia and AMD to Microsoft”x.com
- SUPPORT@edzitron“Funniest possible time for Bloomberg to report that OpenAI *expects to reach* $70bn in “annualized revenue” with literally no definition beyond “sales based on a shorter period.””x.com