OpenAI Says Enterprise AI Is Already 40% of Its Revenue Amid ‘Agentic Workflow’ Shift

Enterprise gross present makes up much than 40% of AI behemoth OpenAI's full revenue, according to the company. And it's connected gait to scope parity with user gross by the extremity of 2026.

OpenAI deed $25 cardinal successful annualized gross successful February, up from $20 cardinal astatine the extremity of 2025.

"I person ne'er seen this level of condemnation dispersed truthful rapidly and consistently wrong the industries," OpenAI Chief Revenue Officer Denise Dresser, who spent much than a decennary astatine Salesforce earlier moving Slack, wrote successful an official note connected Wednesday.

Companies astatine the beforehand of this question person moved good past utilizing AI to constitute emails oregon summarize documents. They're present deploying what Dresser calls "teams of agents," fundamentally groups of AI systems that coordinate with each other, clasp discourse crossed sessions, and instrumentality enactment wrong concern tools without changeless quality oversight. The question seems to person shifted from "should we usage AI?" to "how galore agents should we run?"

OpenAI launched its endeavor cause level to physique a idiosyncratic basal beyond mundane retail consumers, who are inactive its halfway gross stream. Codex, its AI coding agent, has already crossed 3 cardinal users, a fig that was, according to Dresser, "almost zero" astatine the commencement of the quarter. Paying concern users deed 9 cardinal successful February, up from 5 cardinal successful August. Weekly progressive users crossed each of OpenAI's products reached 910 million.

The institution besides launched ChatGPT Agent, which tin program trips, publication edifice rooms, probe competitors, make descent decks, and spot online orders without a quality successful the loop.

But arsenic hyped up arsenic agentic AI is, Dresser believes companies request a straightforward way to integrate the tech without rebuilding their concern structure.

"What's truly missing inactive for astir companies is conscionable a elemental mode to unleash the powerfulness of agents arsenic teammates that tin run wrong the concern without the request to rework everything," she said. OpenAI's cause level wants to beryllium the reply to that problem.

OpenAI recently brought connected Peter Steinberger, laminitis of the world’s astir fashionable unfastened root agentic AI level OpenClaw, to pb its propulsion into idiosyncratic AI agents—a awesome that the institution isn't lone gathering for corporations. OpenAI CEO Sam Altman has positioned multi-agent systems astatine the halfway of OpenAI's adjacent merchandise phase, and the momentum down endeavor adoption suggests that framing is holding up successful the market.

The institution is besides preparing for an IPO, with CFO Sarah Friar confirming this week that retail investors volition get a stock of the allocation. OpenAI projects reaching $85 cardinal successful gross by 2030—a fig that lone makes consciousness if agents go the default mode businesses interact with AI, not conscionable a diagnostic layered connected apical of a chat interface.