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"OpenAI Company Profile." Sacra.

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A business intelligence profile useful for understanding OpenAI's commercial scale and growth, which contextualizes the resource pressures and incentives relevant to its AI safety and deployment decisions.

Metadata

Importance: 30/100organizational reportreference

Summary

Sacra's company profile on OpenAI provides financial and business intelligence data including revenue estimates, growth metrics, product breakdown, and competitive positioning. It serves as a reference for understanding OpenAI's commercial trajectory and market footprint as a leading AI lab.

Key Points

  • Tracks OpenAI's revenue growth and annualized run rate across key product lines including ChatGPT and API services
  • Provides estimates of user metrics, enterprise adoption, and market share in the generative AI space
  • Contextualizes OpenAI's business model including compute costs, partnerships (e.g., Microsoft), and monetization strategy
  • Useful for understanding the commercial pressures and incentives shaping OpenAI's deployment and safety decisions
  • Sacra is a private market research firm aggregating data on high-growth tech companies

Cited by 1 page

PageTypeQuality
AI Revenue SourcesOrganization55.0

6 FactBase facts citing this source

EntityPropertyValueAs Of
OpenAIRevenue$25BFeb 2026
OpenAIAnnual Expenses$22BDec 2025
OpenAIProduct Revenue$20BDec 2025
OpenAIGross Margin33%Dec 2025
OpenAIBusiness Customers9 millionFeb 2026
OpenAIAnnual Cash Burn$8.5BDec 2025

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 AI research lab offering GPT models via API and ChatGPT for consumers 
 
 
 
 
 
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 $25.00B

 2026

 
 
 
 
 
 
 
 
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 $852.00B

 2026

 
 
 
 
 
 
 
 
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 $178.00B

 2026

 
 
 
 
 
 
 
 
 
 

 
 
 
 
 
 
 
 
 
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 Headquarters
 
 
 San Francisco, CA
 
 
 
 
 
 CEO
 
 
 Sam Altman 
 
 
 
 
 
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 openai.com 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 

 
 
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 2015
 
 
 
 
 
 
 
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 March 2019
 
 
 
 
 
 
 
 

 
 
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 Revenue

 Sacra estimates that OpenAI hit $25B in annualized revenue in February 2026, up from $20B at the end of 2025. 

 OpenAI CFO Sarah Friar confirmed the $20B 2025 figure in January 2026, alongside $6B in 2024 and $2B in 2023, reflecting a 3x year-over-year growth rate. The acceleration tracks with rising adoption of ChatGPT products across consumers and enterprises, as weekly active users grew to 910M, up from 800M in October and 700M in July, and paying business users surpassed 9M as of February 2026, up from 5M in August.

 In September 2025, OpenAI disclosed first-half results of approximately $4.3B in revenue and $2.5B cash burn, noting $6.7B in R&D spend and nearly $2.5B in stock compensation. The company held approximately $17.5B in cash and securities at the end of H1 2025. OpenAI projected full-year 2025 revenue of approximately $13B and cash burn of approximately $8.5B, with compute and technical talent costs expected to consume approximately 75% of total revenue over the peri

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