{"rewrite":{"id":"r_499bfcc3e0f12586c74d97f6","clusterId":"c_95d13d59f72aa028a84cab8f","slug":"openai-quarterly-revenue-tops-10-billion-as-enterprise-sales-double","model":"deepseek-v4-1-flash","headline":"OpenAI Quarterly Revenue Tops $10 Billion As Enterprise Sales Double","summary":"OpenAI's third-quarter 2026 revenue exceeded $10 billion, up about 50% from the prior quarter, with an annualized run rate near $50 billion. CFO Sarah Friar called it a \"blockbuster quarter.\" Enterprise revenue doubled and now splits roughly 50-50 with consumer. Paid subscribers passed 100 million and weekly active users reached 1.2 billion. Operating loss widened to about $10.9 billion from $10.1 billion.","whyItMatters":"OpenAI's enterprise business doubling while its operating loss still widened to about $10.9 billion shows the revenue growth is arriving alongside, not instead of, the infrastructure spending that produced it.","webCardHtml":"\u003cp\u003eEnterprise revenue doubled from the previous quarter, and the company now splits its business almost evenly between corporate and consumer customers. The consumer side grew 20%, with paid subscriptions above 100 million and 1.2 billion weekly active users.\u003c/p\u003e\u003cp\u003eThe loss picture is less clean. Adjusted operating margin improved from minus 150% to minus 109%, but the operating loss grew from about $10.1 billion to about $10.9 billion. Friar pointed to sales agreements with third-party cloud providers as the growth lever toward 2027, while Microsoft\u0026#39;s Azure remains the main cloud partner.\u003c/p\u003e","blueskyPost":"Enterprise revenue doubled and now splits roughly 50-50 with consumer at OpenAI, yet the operating loss still widened to about $10.9 billion. Growth on both sides of the business has not closed the gap between revenue and spend.","twitterPost":"OpenAI's enterprise revenue doubled and now splits roughly 50-50 with consumer, but the operating loss still widened to about $10.9 billion.","threadsPost":"OpenAI's enterprise revenue doubled and now splits roughly 50-50 with consumer, and paid subscribers passed 100 million. The operating loss widened anyway, to about $10.9 billion from $10.1 billion. Doubling a revenue line did not move the loss in the other direction.","newsletterBlurb":"OpenAI's third-quarter revenue passed $10 billion for the first time, with an annualized run rate near $50 billion. Enterprise revenue doubled and now splits roughly evenly with consumer. The operating loss still widened to about $10.9 billion as infrastructure spending continues.","attributionJson":"[{\"source\":\"GameBusiness.jp\",\"url\":\"https://www.gamebusiness.jp/article/2026/11/12/28651.html\",\"title\":\"OpenAI's quarterly revenue tops $10 billion for the first time, reaching $50 billion annualized. Enterprise AI drives growth\"}]","lintFlagsJson":null,"lintHits":0,"costUsd":0,"inputTokens":5499,"outputTokens":671,"status":"published","repairAttempts":0,"nextRepairAt":null,"factsAttemptedAt":1794480264,"createdAt":"2026-11-12T10:40:11.000Z","publishedAt":"2026-11-12T10:43:23.000Z","updatedAt":"2026-11-12T10:43:23.000Z"},"cluster":{"id":"c_95d13d59f72aa028a84cab8f","canonicalTitle":"OpenAI、四半期売上高が初の100億ドル突破、年換算500億ドルに。企業向けAIが牽引","representativeArticleId":"a_1ed03ead0320dcbe0794ec1d","sourceCount":1,"writtenSourceCount":1,"writeAttempts":0,"isSolo":true,"entitiesJson":"{\"anime_titles\":[],\"manga_titles\":[],\"work_titles\":[],\"studios\":[],\"people\":[],\"type\":\"business\",\"domain\":\"industry\",\"is_roundup\":false}","contentType":"news","status":"published","firstSeenAt":"2026-11-12T10:00:03.000Z","lastSeenAt":"2026-11-12T10:00:03.000Z","updatedAt":"2026-11-12T10:43:22.000Z"},"attribution":[{"source":"GameBusiness.jp","url":"https://www.gamebusiness.jp/article/2026/11/12/28651.html","title":"OpenAI、四半期売上高が初の100億ドル突破、年換算500億ドルに。企業向けAIが牽引"}],"entities":{"anime_titles":[],"manga_titles":[],"work_titles":[],"studios":[],"people":[],"type":"business","domain":"industry","is_roundup":false},"keyFacts":["OpenAI's third-quarter 2026 revenue exceeded $10 billion, up about 50% from the previous quarter.","OpenAI's annualized revenue run rate reached about $50 billion.","Enterprise revenue doubled from the previous quarter and now splits almost 50-50 with consumer.","Paid subscription users exceeded 100 million and weekly active users reached 1.2 billion.","OpenAI's operating loss widened from about $10.1 billion to about $10.9 billion."],"pageLinks":{"healthSlugs":[],"storySlugs":[],"entities":[],"stories":[],"entitiesOk":true,"storiesOk":true}}