FT reveals OpenAI's revenue guidance $20bn below prior reports

1 Oct 8 12:42 PM · 6d ago · 59 articles · 22 posts · 5 comments · 7 sources · development 1 of 7

The Financial Times reported, based on internal investor memos from late September, that OpenAI's annualized revenue was approaching $50bn — $20bn less than the $70bn figure that had been widely reported and left uncorrected.

FT reveals OpenAI's revenue guidance $20bn below prior reports — x.com

“AI giant recently told investors the key figure was approaching $50bn in September, far less than the $70bn that was widely reported”

Financial Times

OpenAI AI company at center of the revenue disputeFinancial Times Outlet that broke the revenue discrepancyAnthropic Rival AI lab used as revenue comparison pointNvidia Chipmaker affected by the market reaction

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1–3FT reveals OpenAI's revenue guidance…4–6Futurism frames episode as sign AI bubble…7FT and Bloomberg dissect what the murky…

Oct 9Oct 10Oct 11Oct 12Oct 13yesterdaynow · 2:13 AM ET

What was reported 11 claims about this development

10 outlets OpenAI corrects annualized revenue figure to $50 billion

first by Quartz, 6d ago · also Yahoo Finance, Forkast, Shelly Palmer, Seoul Economic Daily, Reuters, The Straits Times +3
13 more headlines
- OpenAi Revenue Falls Short by $20 Billion NewsMax.com · 6d ago
- OpenAI Projects $20 Billion Jump in Annualized Revenue Before Year End PYMNTS.com · 6d ago
- OpenAI now expects $70 billion in revenue by end of 2026 Yahoo Finance · 6d ago
- OpenAI Revenue $20 Billion Lower Than Previously Reported, Raising Questions About AI Boom Trak.in · 6d ago
- OpenAI's Revenue Appears $20 Billion Lighter Than Reported — and the Gap Is Accounting, Not Demand Forkast · 6d ago
- OpenAI Revenue May Be Off By $20 Billion Shelly Palmer · 6d ago
- OpenAI Annualized Revenue Nears $50 Billion, Far Below $70 Billion Estimate Seoul Economic Daily · 6d ago
- OpenAI's September annualized revenue nears $50 billion, less than previously indicated Reuters · 6d ago
- OpenAI's annualised revenue US$20 billion less than previously signalled: Report The Straits Times · 6d ago
- OpenAI's Annualized Revenue Neared $50 Billion, Lower Than Past Reports The Information · 6d ago
- Why is OpenAI's annualized revenue $20 billion below earlier estimates? Hindustan Times · 6d ago
- OpenAI's annualized revenue $20 billion lower than prior investor estimates Yahoo Finance · 6d ago
- OpenAI Annualized Revenue $20 Billion Short, Says Report. AI Stocks Fall. Investor's Business Daily · 6d ago
4 outlets OpenAI's annualized revenue $20 billion less than previously signaled, FT reports

first by Channel News Asia, 6d ago · also Investing.com News, Reuters, Bloomberg
2 more headlines
- OpenAI’s September annualized revenue nears $50 billion, less than previously indicated, source says Investing.com News · 6d ago
- OpenAI’s Revenue Run Rate Nears $50 Billion, Less Than Reported Bloomberg.com · 6d ago
4 outlets Nasdaq Tumbles After FT Reports OpenAI Revenues Disappointing

first by ZeroHedge, 6d ago · also Investing.com News, Yahoo Finance, ZeroHedge News
2 more headlines
- OpenAI annualized revenue at $50bn, far below reports - FT Investing.com · 6d ago
- OpenAI Revenue $20B Below Previous Reports, ORCL, NVDA Tumble Yahoo Finance · 6d ago
3 outlets OpenAI annualized revenue $20 billion less than previously reported

first by Axios, 6d ago · also TechCrunch, Quartz
3 more headlines
- OpenAI’s revenue is reportedly $20 billion less than previously projected TechCrunch · 6d ago
- OpenAI says its annualized revenue is $50 billion, not $68 billion Quartz · 6d ago
- OpenAI Puts Revenue Run Rate Near $50 Billion, Sets $70 Billion Year-End Target Implicator.ai · 6d ago
2 outlets What happened to OpenAI’s $20bn? Revenue scare rattles AI trade

first by Yahoo! Finance Canada, 5d ago · also Euronews
2 outlets The Fallout From OpenAI’s Revenue Surprise

first by NYT Business, 5d ago · also New York Times
2 outlets OpenAI projected to bring in $20bn less in revenue than expected

first by Guardian Business, 5d ago · also Guardian
1 outlet OpenAI's September annualized revenue nears $50b: source

first by Tech in Asia, 4d ago
1 outlet Why OpenAI’s revenue numbers really matter

first by FT, 5d ago
1 outlet FirstFT: OpenAI's $20bn annualised revenue gap

first by Financial Times, 6d ago
1 outlet Docs: OpenAI told investors its annualized revenue was nearing $50B at the end of September, well below the $70B reported by media based on investor docs

first by Financial Times, 6d ago

What people said 16 voices · best of 17 · verbatim

🦔The Financial Times reports OpenAI told investors its annualized revenue was approaching $50 billion in September. Last week a source told Axios and Reuters the figure was nearing $70 billion, and that number ran everywhere. My Take Annualized revenue sounds official, but it

@HedgieMarketsX6d ago214▲view on X ↗
This is going to get blown out of proportion. Just so we're all on the same page, this is the actual (initial) published story www.ft.com/content/b66a... Simple misunderstanding that does not change the trajectory, which is more important than the absolute value at this point

dmnd.meBluesky6d ago37▲view on Bluesky ↗
Ooops. OpenAI's manipulated annual revenue is not 70 billion as claimed before but just 50 billion. Which is significantly less. Is that good? https://www. ft.com/content/b66a9858-f8fb-4 6cb-b506-44bfe26fca2a?syn-25a6b1a6=1

tante@tldr.nettime.orgMastodon6d ago29▲view on Mastodon ↗
Gift link: https://giftarticle.ft.com/giftarticle/actions/redeem/f77156...Apparently they overstated revenue in an attempt to try to provide a direct comparison with Anthropic's reported metrics.From the article: "According to a person with knowledge of the matter, the discrepancy arose from attempts by OpenAI’s own investors to produce a direct…

virtuosarmoHacker News6d agoview on Hacker News ↗
For those confused, imagine two Uber drivers who each give a ride where the passenger pays $100 and Uber keeps $30. Driver A tells people, “I made $100 on that ride.” Driver B says, “I made $70.” Both took home exactly $70, but Driver A sounds like he’s earning more because he counted the money that went to Uber. That’s basically OpenAI vs…

Own_Capital_1395r/stocks6d agoview on r/stocks ↗
BREAKING: OpenAI’s annualized revenue is actually approaching $50 billion, roughly $20 billion less than the $70 billion figure widely reported by media outlets in late September 2026, per FT

@unusual_whalesX6d ago96▲view on X ↗
OpenAI: no salimos a Bolsa porque no sabemos lo peligrosos que pueden ser nuestros productos También OpenAI: ¿sabéis esa cifra de que facturábamos 70.000 millones de dólares y que dejamos que circulase por ahí? Pues era menos. 20.000 millones menos, de hecho. # gilIAflautadas # economía # burbujismo # noticias https://www…

tferrer@journa.hostMastodon6d agoview on Mastodon ↗
Freak the fuck out and sell everything. OpenAI does more to trigger VIX spike than bond yield. What a time to be alive.

basalty_monolithr/StockMarket6d agoview on r/StockMarket ↗
The entire $20B in ‘missing’ OpenAI revenue was due to its investors trying to count revenue similar to Anthropic's method, and then not telling the FT when it ran with those skewed numbers? Interesting.

@kantrowitzX6d agoview on X ↗
The Financial Times is reporting that OpenAI’s previously leaked ARR of $70 billion is actually $50 billion. I’ve been wondering when an AI lab would be bitten by treating usage-based revenues as subscription revenue given the former could go down as tokenmaxxing ended and open models got better. https://www. ft.com/content/b66a9858-f8fb-4…

carnage4life@mas.toMastodon6d agoview on Mastodon ↗
so they're both making 70 but one guy brags about the 100 he never touched, classic tech revenue math

Alert-Rough5209r/stocks6d agoview on r/stocks ↗
To dig into why OpenAI and Anthropic calculate annualized revenue differently (and why there is a $20B discrepancy): read my March story in @theinformation: https://www.theinformation.com/ ...

@srimuppidiX6d agoview on X ↗
and tomorrow the dip will be bought up in premarket and we are right back where we were.

pain474r/stocks6d agoview on r/stocks ↗
OpenAI tells investors their annualized revenue is $50B for end of September, up from $30B in July, short of the $70B previously reported. Anthropic was at $65B annualized end of July.

@deedydasX6d agoview on X ↗
OpenAI's annualized revenue is actually $20B LESS than the $70B number @axios reported last month...

@ns123abcX6d agoview on X ↗
Open AI reports revenues differently from Anthropic. This number isn't apples to apples..

@jimcramerX6d agoview on X ↗

All 7 developments of OpenAI's revenue signal turns murky, rattling AI stocks →

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