OpenAI ARR Growth Accelerated Into July
TickerTrends tracking shows OpenAI ARR reaching $42.6B, while YoY growth peaked at 282% during July.
OpenAI CFO Sarah Friar recently told employees that annualized recurring revenue in July exceeded all of Q2.
Our latest OpenAI ARR read reached $42.6B on July 29, up from $37.3B on June 25 and $33.0B on May 30.
YoY ARR growth accelerated sharply entering July:
May 30: $33.0B ARR, 223% YoY
June 25: $37.3B ARR, 245% YoY
July 2: $38.5B ARR, 281% YoY
July 9: $40.3B ARR, 282% YoY
July 29: $42.6B ARR, 259% YoY
The data shows a clear acceleration in OpenAI’s revenue trajectory entering July. Although YoY growth moderated from its July 9 peak, ARR continued to expand, adding approximately $5.2B between June 25 and July 29.
We updated both our OpenAI and Anthropic ARR tracking today.
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