OpenAI July ARR Surpasses Q2, Driven by GPT-5 Series and Codex

eyishazyer · x · 2026-07-30

OpenAI CFO Sarah Friar announced at an internal meeting that the company's annualized recurring revenue (ARR) in July exceeded the entire second quarter. Board chair Bret Taylor credited this strong growth to the GPT-5.6 series, the ChatGPT Work enterprise agent, and Codex, signaling a significant acceleration in OpenAI's commercialization efforts.

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