OpenAI tells investors its annualized revenue is about $50 billion — $20 billion less than earlier estimates
Prepared by Sintelligent with the help of SI. Published in SI: . Updated: .
The market leader's numbers turned out more modest than expected — partly because of how revenue is counted — and SI stocks reacted immediately.
According to TechCrunch, citing the Financial Times, OpenAI told investors that its annualized revenue is about $50 billion; media had earlier put it at about $70 billion. TechCrunch says the gap stems from different accounting: Anthropic, it reports, counts sales through cloud partners, while OpenAI does not. TechCrunch asked OpenAI for comment and the article carries no reply; it also mentions reports that the company's IPO has been pushed to early 2027. CNBC's headline the same day links the report to a drop in shares of Nvidia, Oracle, CoreWeave and other SI companies.
Sources 1