OpenAI CFO Sarah Friar meets with investors after C-suite crisis

After a week of major departures within OpenAI’s leadership structure, CFO Sarah Friar met with existing shareholders and investors on Friday. During the meeting, Friar emphasized that the company’s enterprise revenue now exceeds the consumer segment, which ChatGPT has led until now. „At the beginning of the year, the revenue ratio was 60% consumer to 40% enterprise, but enterprise revenue has been exceeding the forecasted threshold at a faster pace and now accounts for the majority,“ Friar said, citing a confidential source.

This information has been confirmed by other sources: CNBC reports that OpenAI’s annualized revenue run rate has reached $40 billion, a figure first reported by Bloomberg. April data shows that revenue growth in July was up 20% month-over-month, and the number of enterprise customers was up 32%.

Business revenue growth outpaced the consumer segment

OpenAI started 2026 with consumer revenue exceeding enterprise revenue, but as both CNBC and 4sysops.com point out, those lines have now crossed. The company previously predicted that enterprise and consumer revenue would reach parity by the end of 2026; enterprise revenue now accounts for the majority. This shift suggests that enterprise customers are adopting AI decisions more quickly and their purchasing behavior is changing.

„The end of Tokenmaxxing and a new pricing model

Friar also noted changes in consumer behavior: „Tokenmaxxing,“ the practice of letting employees use AI without limits to generate large volumes of invoices, is no longer relevant. Enterprise customers are now focused on „cost per unit of intelligence“ and demand demonstrable efficiency. Friar mentioned that the latest model is 54% more efficient at agent-based coding tasks, and OpenAI has also reduced prices across its portfolio of models.

Advertising revenue approaching a billion dollars

In addition to its direct AI services, OpenAI began experimenting with advertising on its ChatGPT platform in February. The initiative has quickly gained traction, with CNBC and 4sysops.com reporting that annual advertising revenue is approaching $1 billion, indicating that the company is looking for additional revenue streams by leveraging its user base.

The context of leadership change

The meeting comes after OpenAI lost several top executives in the past week. Revenue chief Denise Dresser, who spent more than a decade at Salesforce and was most recently the CEO of Slack, is leaving the company after eight months, Crypto Briefing confirms. She has been replaced by Dali Rajic, the former COO of Wiz, who was introduced by Greg Brockman, the company’s president and co-founder. Brockman thanked Dresser for her contributions to building the company’s business foundation and expressed his confidence in Rajic.

Future prospects and IPOs

Investors have also asked about a potential IPO. Executives said they couldn’t discuss specific plans because of the confidential nature of their SEC filings. But the constant turnover of executives and the growing share of business revenue suggest that OpenAI is preparing to structure its operations in line with public sector requirements.

Conclusion

OpenAI CFO Sarah Friar confirmed that the company’s business revenue now exceeds consumer revenue, with annual revenue reaching $40 billion. The company is actively changing its pricing models, reducing tokenmaxxing practices, and expanding advertising revenue sources. The leadership changes come as OpenAI seeks to professionalize its structure in preparation for a possible IPO. This dynamic suggests that the commercial sector of artificial intelligence is growing rapidly and is becoming a major source of revenue for tech giants.

Sources

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