Stripe revenue hits $6.8B as AI payments and agent billing expand
juliey4 · x · 2026-07-23
A quoted thread highlights Stripe’s growing exposure to the AI boom.
- Stripe is now processing payments for OpenAI, Anthropic, and other AI companies.
- The quoted report says revenue grew 33% to $6.8B in 2025, with $2B already in Q1.
- Free cash flow reached $3.2B, up 52%, implying roughly a 47% FCF margin.
- Stripe is also moving deeper into the AI stack with usage-based billing, model gateways, and stablecoin payments for AI agents.
- The thread also raises OpenRouter as a possible acquisition target, while questioning whether that fits Stripe’s core thesis.
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