OpenAI enterprise revenue grew ~32% MoM in July, now about half of total revenue
Beth_Kindig · x · 2026-09-15
Per OpenAI CFO Sarah Friar, enterprise revenue rose roughly 32% month-over-month from June to July, outpacing overall ARR growth of 20%. Enterprise now accounts for about half of revenue, ahead of expectations to reach that split by year-end.
More from Venture
- AI supercharges demand over supply: digital deflation, scarcity inflation — signulll · 2026-09-15
- Monetization of SLMs: dev says fine-tuned small models now beat SaaS, after 20+ fine-tunes — churchkey · 2026-09-15
- Codie Sanchez: Distribution Is the New Moat for AI Startups — dhruv2038 · 2026-09-15
- AI voice agency asks if $0.40/minute overage pricing covers real operational overhead — Guilty_Assignment987 · 2026-09-15
- "Everyone Will Pay $200/mo for Claude to Avoid Paying $19/mo for a SaaS" — kylegawley · 2026-09-15
- $200 phone scans of entire homes via Gaussian Splatting threaten $15,000 agent fees — Aiden_Tech_Ai · 2026-09-15