axios.com web signal

OpenAI's annual recurring revenue nears $70B, up 70%+ since start of Q3

ai-business

Summary

OpenAI's annualized revenue run rate has grown more than 70% since the beginning of Q3, reaching nearly $70 billion. B2B revenue more than doubled in the period, and the company added more consumer revenue in Q3 than in all of 2025. The scoop lands the same day as DevDay 2026 and ahead of an expected IPO.