OpenAI CFO Friar tells investors that enterprise business now bigger than consumer by revenue

OpenAI CFO Sarah Friar briefed investors following a turbulent week of C-suite departures, disclosing that enterprise revenue has surpassed consumer revenue for the first time. The shift marks a significant pivot in OpenAI's business mix, with corporate clients now driving more top-line revenue than ChatGPT's consumer subscriptions. The disclosure came as OpenAI continues to scale its API and enterprise product offerings amid broader organizational changes. This transition toward enterprise signals OpenAI is increasingly competing in the same market as Microsoft, Google, and Salesforce for large corporate AI contracts.