OpenAI’s $10 B Quarter Signals a Resurgence, But Anthropic Still Leads Enterprise
OpenAI’s latest quarter broke the $10 B barrier, a 50% lift from the $6.7 B it earned in Q2, according to Bloomberg. The jump follows an 18% growth rate between the first two quarters, a pace rare for software firms.
OpenAI’s latest quarter broke the $10 B barrier, a 50% lift from the $6.7 B it earned in Q2, according to Bloomberg. The jump follows an 18% growth rate between the first two quarters, a pace rare for software firms. Profitability is tightening too: the adjusted operating margin narrowed from –150% in Q2 to –109% in Q3.
That shift comes as OpenAI tightens pricing, offers discounts, and pushes new enterprise‑focused products and AI agents. Yet the company still trails Anthropic in the enterprise arena. Anthropic’s Q3 revenue hit $17 B, and its annual run rate rose to $81 B after a month‑long spike, compared with OpenAI’s $50 B.
The difference partly stems from Anthropic counting partner‑cloud sales, while OpenAI reports only its share. OpenAI boasts over a billion users, but most are free or on low‑tier plans, limiting top‑line impact. Our read: the revenue surge shows OpenAI’s resilience, but the enterprise gap suggests Anthropic’s strategy is paying off faster.
Watch how OpenAI’s pricing and product focus evolve—will it close the enterprise divide before the next AI wave?
The story so far
Earlier coverage connected by shared names and topics. Follow the dates to see how coverage developed; these links do not imply every article describes the same event.
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Original publication: 11 November 2026 21:44
