OpenAI CFO says ARR up 20% in a month, ads fastest to $1B, compute push continues
Kr00ney · x · 2026-09-09
OpenAI CFO Sarah Friar took the mainstage at the Goldman Sachs conference in San Francisco, drawing a packed house of bankers and investors plus two overflow rooms.
- Friar said enterprise business is "on a tear";
- She confirmed ARR grew 20% from June to July, with enterprise up 32% in that window;
- The ads business was the fastest in OpenAI history to top $1B in ARR;
- She said OpenAI will "continue to lean in" on compute.
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