OpenAI Misses User and Revenue Targets, Prompting Data-Center Review
OpenAI recently missed internal targets for new users and revenue, including a goal of reaching 1 billion weekly active ChatGPT users by the end of 2025, the Wall Street Journal reported. The company also missed multiple monthly revenue targets earlier in 2026 and fell short of its yearly revenue target for ChatGPT, according to the report.
The shortfalls prompted Chief Financial Officer Sarah Friar and the board to reassess OpenAI's data-center strategy and fueled concerns about whether the company can support its spending on data centers and other AI infrastructure. Friar told other company leaders she is worried OpenAI may not be able to pay for future computing contracts if revenue does not grow fast enough, the Journal said.
From the sources (24 posts)
@zerohedge*OPENAI MISSED '25 REV TARGET FOR CHATGPT: WSJ *OPENAI MISSED GOAL OF REACHING 1B WEEKLY USERS BY 2025-END: WSJ No worries, they only have $1.5 trillion in spending commitments
@firstsquawkThe WSJ reports that OpenAI missed important revenue and user goals as it accelerates preparations for a potential IPO.
@berber_jin1NEW: openai missed key revenue and growth targets in recent months, prompting its cfo and board to reassess its data-center strategy ChatGPT was supposed to hit 1bn weekly active users last year but missed that target
@techmemeSources: OpenAI missed an internal goal of reaching 1B weekly active ChatGPT users by 2025's end and missed multiple monthly revenue targets earlier in 2026 (@berber_jin1 / Wall Street Journal) (Visit Techmeme dot com for the link and full
@alexeheathRT @berber_jin1: NEW: openai missed key revenue and growth targets in recent months, prompting its cfo and board to reassess its data-cente…
@negligible_cap*OPENAI MISSED '25 REV TARGET FOR CHATGPT: WSJ Wow. OpenAI not only missed their 2025 revenue target, but they also missed their goal of reaching 1B weekly active users according to WSJ CFO Sarah Friar also reportedly told company leaders
@wsjExclusive: OpenAI recently missed its own targets for new users and revenue, stumbles that have raised concern among some company leaders about whether it will be able to support its spending on data centers
@firstsquawkOPENAI MISSES USER AND REVENUE TARGETS, RAISING CONCERNS OVER DATA CENTER SPENDING SUSTAINABILITY: WSJ
@ns123abc>OpenAI missed its yearly revenue target because Google mogged them on consumer >OpenAI missed multiple monthly revenue targets because Anthropic cooked them on enterprise >ChatGPT also missed its goal of 1 billion users >four
@polymarketJUST IN: OpenAI CFO is reportedly worried the company may not be able to pay for future compute contracts if revenue doesn’t grow fast enough.
@sawyermerrittOpenAI missed an internal goal of reaching one billion weekly active users for ChatGPT by the end of last year. It also missed its yearly revenue target for ChatGPT. The company has also struggled with defection rates among subscribers - WS
@businessOpenAI recently failed to meet its own goals for new user acquisition and sales, fueling internal concerns that the company may struggle to support its astronomical spending on AI infrastructure, the Wall Street Journal reported https://t.c
@unusual_whalesBREAKING: OpenAI recently missed its own targets for new users and revenue, per Bloomberg.
@edzitronOh hey look it’s the thing I’ve been warning about
@unusual_whalesBREAKING: OpenAI's Chief Financial Officer Sarah Friar has expressed worry that the company might not be able to pay for future computing contracts if the revenue doesn't grow fast enough, per Bloomberg.
@gergelyoroszWaiting when the CFO will notice the ~$170M Datadog bill after this... (yes, really! As shared in @Pragmatic_Eng back in October... though safe to assume OpenAI has reduced this since)
@zeffmaxRT @berber_jin1: NEW: openai missed key revenue and growth targets in recent months, prompting its cfo and board to reassess its data-cente…
@edzitron
@meghanbobrowskyRT @berber_jin1: NEW: openai missed key revenue and growth targets in recent months, prompting its cfo and board to reassess its data-cente…
@theaiportfoliosCommentary: WSJ broke this morning that OpenAI missed its 1B weekly active user target by end-2025, missed multiple monthly revenue targets in early 2026, and CFO Sarah Friar internally warned leaders the company might not be able to affor
@ns123abcOpenAI is running at a cumulative loss nearing $150 billion shipping for 4M active users 💀
@brianroemmeleThis is precisely the spark of the wild fire event I have prepared my retainer clients for. Also my investment analyst calls from last year. Unfortunately this terrible mismanagement and ego based operations will impact all of US AI compa
@edzitronI don’t think people realize the ramifications of OpenAI’s revenue growth slowing. Oracle is building about $348bn in data centers and needs OpenAI to pay it $75bn a year in revenue to keep up with the costs. Ellison has bet everything on t
@garymarcusOpenAI, which squandered its tremendous lead and is now missing its projections, is in trouble. There’s no two ways about it.