OpenAI's revenue mix flips: enterprise now outearns consumer after 60/40 start
kimmonismus · x · 2026-08-15
OpenAI is no longer primarily a consumer business, according to the cited data: the company entered the year with a 60/40 consumer-to-enterprise revenue split, but just months later the lines crossed, and the majority of revenue now comes from enterprise.
The crossover implies OpenAI's business center of gravity shifted rapidly toward B2B within the year, with enterprise API and subscriptions becoming the main growth engine.
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