OpenAI has spent years being known for one thing: ChatGPT, and the millions of people who type questions into it every day. However, that is no longer where most of its money comes from. On Friday, August 14, 2026, OpenAI Chief Financial Officer Sarah Friar met with investors and told them the company's enterprise business now brings in more revenue than its consumer business.
Two senior executives had just left the company that same week. This matters for anyone watching OpenAI ahead of a possible public listing, and it changes how the company looks as an investment. Sarah Friar gave investors a clear message about how OpenAI makes its money.
Friar said enterprise and consumer revenue "have now crossed," after starting the year at a 60-40 split favoring consumer, according to a person who attended the meeting, CNBC reported. She added that the majority of OpenAI's revenue now comes from enterprise customers. "Enterprise" means business customers, such as companies that buy ChatGPT Enterprise seats or pay to use OpenAI's models inside their own software.
"Consumer" means individuals paying for ChatGPT subscriptions, like the $20-a-month Plus tier. The crossover came rapidly. OpenAI started 2026 with 60% of its revenue from consumers and 40% from its enterprise business.
Friar had previously said the two sides would reach parity by the end of the year. The figures Friar shared point to fast growth across the business. OpenAI's yearly revenue pace has hit $40 billion.
That figure jumped 20% in July alone, and the number of business customers grew 32% in that same month. An annualized run rate works like this: take one month's revenue and multiply it out as if every month this year looked the same. It shows how fast the company is moving right now.
Extract — continue reading at the source.
