Openai's growth diversifies: enterprise business doubles while management eyes broader cloud partnerships

OpenAI CFO Sarah Friar revealed that the company's revenue mix is now evenly split between its consumer and enterprise segments. Friar noted that the enterprise business revenue doubled quarter over quarter, driven by faster deployments of tools like code-generation capabilities, cybersecurity products, and the AI agent platform, Dots. Furthermore, the small and medium-sized business sector showed exceptional strength in the third quarter, surpassing the combined growth of the preceding six quarters. On the consumer front, sales increased by 20% quarter over quarter, pushing paying subscribers past 100 million and total weekly active users to 1.2 billion. While the company experienced a nearly 50% quarter-over-quarter revenue surge to $10 billion in the third quarter, Friar also highlighted strategic shifts. Observing competitor Anthropic's strong enterprise focus, Friar stated that expanding distribution beyond its primary contract with Microsoft Azure to include third-party cloud providers will be a key growth driver for 2027. This financial disclosure came as Anthropic began its IPO roadshow, following a period where Anthropic's revenue had also risen significantly in the first nine months of this year.