OpenAI Tops Q2 Revenue Run In July As ChatGPT Nears 1 Billion Weekly Users
OpenAI's annualized recurring revenue in July surpassed the company's total for the entire second quarter, with growth driven by the GPT-5.6 model family, the new ChatGPT Work enterprise agent, and the Codex coding tool.
The company is approaching 1 billion weekly active ChatGPT users, a milestone that arrived later than originally planned amid intensifying competition from Google and Anthropic. Board chair Bret Taylor noted that Codex reached 10 million weekly users by July 21, highlighting OpenAI's efforts to close the coding market gap.
From the sources (16 posts)
@andrewcurran_In an internal meeting today, OpenAI CFO Sarah Friar told employees that OpenAI's ARR in July exceeded the entire second quarter of 2026.
@firstadopterWe're so back. CNBC: OpenAI CFO Sarah Friar "told staffers that annualized recurring revenue in July was higher than in the second quarter as a whole"
@chetanpThis implies that OpenAI has potentially caught up with Anthropic in terms of run rate revenue. If so, it will serve as yet another case study in the history of software that platforms that compete with their ecosystem of customers will pus
@rhouseresearchOAI stated at the end of March they were at $2B of monthly revenue.. So Q2 had to have been at least $6B (and likely much higher given revenue definitely grew MoM from March through June).. $6B+ in the month of July alone implies a $72B+
@techmemeIn an internal meeting, OpenAI finance chief Sarah Friar told employees that the company's annualized recurring revenue in July was higher than in Q2 as a whole (CNBC) (Visit Techmeme dot com for the link and full context!)
@wallstengineOpenAI CFO Sarah Friar told employees that annualized recurring revenue in July was higher than in Q2 as a whole, adding that “Q2 was no slouch.”
@polymarketmoneyJUST IN: OpenAI CFO Sarah Friar told employees that July’s annualized recurring revenue was “higher than the second quarter as a whole.”
@stocksavvyshayOpenAI CFO Sarah Friar said July annualized recurring revenue exceeded the entire second quarter driven by GPT-5.6 and Codex. That acceleration comes as the company races to close the enterprise and coding gap with Anthropic while competin
@stockmktnewzOpenAI CFO Sarah Friar just told employees that - annualized revenue in July exceeded all expectations - CNBC
@financialjuiceOpenAI CFO Sarah Friar tells employees annualized revenue in July exceeded all expectations CNBC
@cnbcOpenAI CFO Sarah Friar tells employees that annualized revenue in July topped all of Q2
@kimmonismusOpenAI is on such a run right now: CFO Sarah Friar told employees that OpenAI's annualized recurring revenue in July exceeded all of the second quarter. "And Q2 was no slouch," she said at Wednesday's internal meeting, according to a part
@wesrothOpenAI’s revenue reportedly accelerated again in July. CFO Sarah Friar told employees that the company’s annualized recurring revenue exceeded the level recorded during the entire second quarter. The exact number was not disclosed. But O
@theinformationExclusive: OpenAI’s chatbot is on the precipice of having 1 billion weekly active users, a milestone the company was hoping to hit by the end of last year. More details, and what it means for the company's trajectory:
@theinformationExclusive: OpenAI is closing in on 1 billion weekly ChatGPT users less than four years after launch. The milestone arrives later than planned as Google and Anthropic intensify competition. Full story:
@michaeljknorr1/ OpenAI's CFO Sarah Friar told staff this week that July's revenue alone topped the entire second quarter. The engine: the GPT-5.6 model family, the new ChatGPT Work agent, and Codex, which grew from 2 million weekly users in March to 10