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Market news · Nov 10, 7:02 PM ET

OpenAI's quarterly revenue rises nearly 50% to about $10 billion, Bloomberg reports

OpenAI brought in roughly $10 billion in revenue in the three months ended in September, a near-50% gain from the prior quarter, according to a person familiar with an investor briefing that Bloomberg reported. The figures point to rising demand for OpenAI's enterprise products, which matters to US investors because Microsoft also discloses revenue tied to its OpenAI arrangements and AI-linked stocks are sensitive to signs of AI demand.

By Flash Finance US desk (written with AI assistance) · Editor: Kokila

The headline figures

OpenAI generated about $10 billion in revenue in the quarter ending in September, according to Investing.com's report on Bloomberg News coverage. The performance is a nearly 50% increase from the prior quarter and an almost threefold increase year over year, according to a person familiar with the matter who discussed details shared during an investor briefing on Tuesday. A separate report from The Information said OpenAI told investors that its revenue rose about 50% to roughly $10 billion in the third quarter.

Enterprise and consumer mix

Chief Financial Officer Sarah Friar told Yahoo Finance's Deirdre Bosa that the enterprise business doubled quarter over quarter, and OpenAI's revenue is now split 50/50 between enterprise and consumer. She named coding and cybersecurity tools, plus virtual assistants sold into businesses, as the drivers. Friar also said annualized revenue run rate grew 70% quarter over quarter, and that the company exited the quarter with about $50 billion in annualized revenue.

Why it matters for US investors

OpenAI is a private company, so US investors cannot buy its shares directly. The effect runs through public companies with ties to it. The $10 billion is also a different figure from the $10 billion that Microsoft disclosed in October as revenue from its commercial arrangements with OpenAI in the quarter ended Sept. Microsoft's figure is a separate measure from OpenAI's own revenue.

  • Microsoft (MSFT): reports revenue tied to its OpenAI arrangements.
  • AI infrastructure and chip names, such as Nvidia and CoreWeave, are often watched for signs of AI demand.
  • Anthropic's growth trend is a reference point for investors comparing AI model companies.

The company did not say how the revenue figures would flow into the results of its partners or suppliers. Investors should watch for formal filings and later disclosures for more detail on profitability and spending.

MSFT stock page
OpenAIMicrosoftAnthropicSarah FriarArtificial intelligenceEnterprise software

Sources

Written with AI assistance on Nov 10, 7:02 PM ET from the reports listed under Sources, and reviewed by our editor after publication. Before it was published, every figure was checked against those reports, and passages with figures that could not be found there were left out. It can still contain mistakes: read the sources before acting on anything. How we review. Not investment advice.