OpenAI's ARR nears $70B, up 70%+ since start of Q3

OpenAI's annual recurring revenue is nearing $70 billion, growing more than 70% since the beginning of Q3, with B2B revenue up over 100%, sources tell Axios. The company added more consumer revenue in Q3 than in all of 2025.

• OpenAI's ARR is nearing $70 billion
• ARR up more than 70% since start of Q3
• B2B revenue more than doubled since July
• Q3 consumer revenue topped all of 2025