OpenAI reports 1.2 billion users and enterprise revenue shift
OpenAI has reached 1.2 billion users, adding approximately 200 million in 60 days, while enterprise now drives most of its revenue. The company indicated it could be IPO-ready in 2027 following a turnaround in the third quarter.
OpenAI reported hitting 1.2 billion users, adding approximately 200 million users in 60 days. The company stated that ChatGPT search volume is now about 20% of Google's, a significant increase from 2% two years ago. OpenAI is currently generating 1.5 billion images per week. Greg Brockman stated that enterprise is now driving most of OpenAI's revenue, a shift from previous consumer-focused growth. He described the first half of 2026 as rough but credited GPT 5.6 Sol and ChatGPT work for a turnaround in Q3.
Brockman indicated OpenAI could be IPO-ready in 2027. The company is merging its chat and work modes to streamline user experience. OpenAI launched ChatGPT Images 2.6, which is 50% faster, supports animated GIFs, and offers SVG exports. The company has signed more than a dozen publisher licensing deals, including with Axel Springer, News Corp, and The Atlantic. The pivot to enterprise revenue and higher-tier subscriptions is viewed as a successful strategy to close the revenue gap with Anthropic.