OpenAI's quarterly revenue has reportedly passed $10 billion for the first time, an increase of almost 50% on the second quarter. A news report citing anonymous sources said the rise came from strong demand for the company's recent AI models. The figures have not been officially confirmed, so they should be read as reported rather than as published company results.
How the figures compare
If accurate, the third-quarter total would be up sharply from the $6.7 billion the company reportedly earned in the second quarter. Growth between the first and second quarters of the year was previously put at about 18%, on a base of $5.7 billion. That makes the reported jump a clear acceleration in OpenAI sales growth.
The report also said the adjusted operating margin, a measure of profit from core operations as a share of revenue, narrowed from -150% in the second quarter to -109% in the third. A negative margin means operating costs are larger than revenue, so the reported change is an improvement, not a move into profit.
Rivals and run rate
Reports say OpenAI has reached an annual revenue run rate of $50 billion, meaning its current sales pace multiplied across a full year. Anthropic, the maker of the Claude models, said its run rate rose by $10 billion within a month to $81 billion as of the end of October. Anthropic also reported third-quarter revenue of $17 billion.
The two companies count annualised revenue differently. Anthropic includes sales made through its cloud partners, while OpenAI reports only its share of some partner sales. The report said Anthropic has pulled ahead in selling AI models to businesses, while OpenAI says it has more than a billion users, and it was reasonable to assume most of them use free or cheapest plans.
Both companies also face competition from Meta, Amazon, Microsoft and Google, as well as lower-cost open-source models, especially from China. The report links OpenAI's recent gains to tighter pricing, discounts, improving models, and a greater focus on enterprise products and AI agents, which are systems designed to help people complete tasks. The reported numbers remain unconfirmed.
Aasan alfaaz mein
OpenAI ki quarterly revenue reportedly $10 billion tak pahunch gayi hai, jo pichli quarter ke $6.7 billion se almost 50 percent zyada hai. Yeh figure ek report mein anonymous sources ke hawale se aayi hai aur abhi company ne officially confirm nahi ki. Pakistan mein aam user ke liye iska seedha asar kam hai, kyunke yeh company ki sales ki khabar hai, plans ki qeemat ki nahi. Lekin yeh AI market mein mukabla bazi ka ishara hai, jahan pricing aur naye services tez badal rahi hain.
