OpenAI ARR surges past $70B, up more than 70% since start of Q3
Beth_Kindig · x · 2026-10-02
According to Axios, OpenAI's annualized recurring revenue (ARR) has risen more than 70% since the beginning of Q3, reaching $70 billion.
Notably, the revenue added on the consumer side during this quarter alone exceeds what it added across all of 2025, indicating accelerating subscription monetization.
More from Venture
- VC Matt Turck mocks having to beg GPU providers for allocations after just investing millions — mattturck · 2026-10-02
- Trump's 'super intelligence' rebrand drives .si domain registrations up 2,100% — koltregaskes · 2026-10-02
- Lambda closes $1B-plus GPU debt financing at 6.78% fixed rate, investment-grade rated — TheZachMueller · 2026-10-02
- Devtool founders should start GEO now before losing millions of LLM users — jia_seed · 2026-10-02
- Anthropic's run-rate revenue jumped $9B to $65B in ~7 months, confidential IPO filed — downingARK · 2026-10-02
- a16z's David George: product cycle is 9-10/10 right now, capital cycle only 6/10 — a16z · 2026-10-02