OpenAI 季度营收据称首次突破 100 亿美元，年化收入达 500 亿美元
据 Bloomberg 援引匿名消息源报道，OpenAI 季度营收首次突破 100 亿美元，较上一季度约 67 亿美元增长近 50%，年化收入运行率达 500 亿美元。经调整经营利润率从二季度的 -150% 收窄至三季度的 -109%。文章指出 Anthropic 在企业市场收入增长领先，截至 10 月底年化运行率达 810 亿美元，但两家公司计算年化收入的口径不同。
TechCrunch：AI· Ram Iyer·2026-11-12 00:14· 46 分钟前AI 评分68
OpenAI’s quarterly revenue reportedly crosses $10B for the first time
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据 Bloomberg 援引匿名消息源报道，OpenAI 季度营收首次突破 100 亿美元，较上一季度约 67 亿美元增长近 50%，年化收入运行率达 500 亿美元；经调整经营利润率从二季度的 -150% 收窄至三季度的 -109%。文章指出 Anthropic 在企业市场收入增长领先，其年化运行率截至 10 月底达 810 亿美元，但两家公司计算年化收入的口径不同。
正文 · 原文
OpenAI is bouncing back from the doldrums it experienced earlier this year. The company’s quarterly revenue crossed $10 billion for the first time, thanks to strong demand for its recent AI models, Bloomberg reported, citing anonymous sources.
If true, that would represent an almost 50% jump from the $6.7 billion in sales the company reportedly recorded in the second quarter. That would also mark a sizable increase in its revenue growth rate, which was previously said to be about 18% between the first and second quarters of the year.
OpenAI’s profitability picture also appears to have improved, with its adjusted operating margin narrowing from -150% in the second quarter to -109% in the third quarter, the report said.
OpenAI, one of the first to commercialize AI models, wasn’t exactly struggling to continue growing its top-line expansion — 18% growth on top of $5.7 billion in quarterly revenue is massive by any measure, especially compared to most software businesses.
But it was seeing those gains be trumped by its archrival Anthropic, which has taken the lead in capturing the enterprise market for AI models and recently reported Q3 revenue of $17 billion. OpenAI’s broader focus helped it attract a large user base and gain popularity early on, and it says it has over a billion users, but it’s reasonable to assume most of those are free users or subscribers to its cheapest plans.
Still, the company lagged Anthropic in catering to enterprises, a market where the Claude-maker has pulled ahead, at least in terms of revenue growth.
OpenAI has recently benefited from a combination of tighter pricing, discounts, improving models, and a greater focus on building more enterprise-focused products and AI agents that can help people complete tasks.
OpenAI has now reached an annual revenue run rate of $50 billion, according to Bloomberg. Meanwhile, Anthropic, which is seeking a $1.4 trillion valuation in an IPO likely to happen soon, said yesterday that its annual revenue run rate had increased by $10 billion within a month to $81 billion as of the end of October.
(Note that OpenAI and Anthropic calculate their annualized revenue differently: Anthropic counts sales made by its cloud partners, while OpenAI only reports its share of some sales through its partners.)
None of those figures are small, of course, but the companies are also competing with models from Meta, Amazon, Microsoft, and Google, as well as a plethora of cheaper but still highly capable models from open-source AI labs, especially those from China.
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来源：TechCrunch：AI · techcrunch.com
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