OpenAI Enterprise Revenue Overtakes Consumer Business
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- OpenAI CFO Sarah Friar told investors the enterprise business now generates more revenue than the ChatGPT-led consumer business
- OpenAI enterprise customers grew 32% in July, according to the source
Why it matters: OpenAI's revenue mix has flipped: enterprise now outearns the consumer ChatGPT base, and a 32% jump in enterprise customers in a single month shows corporate demand is scaling faster than the flagship product. That reorients where OpenAI's pricing power and product roadmap pressure will come from.
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