OpenAI discloses annualized revenue of about $50 billion to investors

OpenAI recently disclosed to investors that, as of the end of September, the company's annualized revenue scale was about $50 billion, lower than the $70 billion widely reported by the market at the end of last month. People familiar with the matter said the difference stems from different statistical calibers: Anthropic includes sales revenue generated by cloud partners in revenue, while OpenAI does not use this method. OpenAI also disclosed that overall revenue run-rate grew 77% in the third quarter, enterprise business revenue run-rate grew 107%, and it confidentially submitted listing documents in June this year. On October 10, Rohan Paul cited an FT report to further explain that OpenAI calculates based on net income after deducting the share of partners such as Microsoft, while Anthropic calculates based on gross sales through cloud partners; both methods comply with US GAAP; the report said the $70 billion ARR was not announced by the company itself, but was derived by investors after upward adjustment according to Anthropic's caliber.

AI-generated from public reports

1. Report date Oct 13· 1 reports

   English translation is being prepared.

   Source:Cailian Press
2. Oct 10· 1 reports

   Rohan Paul says market volatility shows OpenAI and Anthropic influence

   Source:Rohan Paul