Sources: OpenAI generated ~$5.7B in revenue in Q1, ~$1B more than Anthropic; its adjusted operating income margin was -122%, and ChatGPT user growth stalled
OpenAI generated about $5.7 billion in revenue in the first quarter, nearly $1 billion more than archrival Anthropic generated in the same period …
The Information Sri Muppidi
Related Coverage
- Anthropic's “Profitability” Swindle Ed Zitron's Where's Your Ed At · Ed Zitron
- Anthropic Poised for First Quarterly Profit Ahead of OpenAI The Elec
- Pre-IPO, Anthropic Shows Up OpenAI with Surprise Profit Projection The Daily Upside · Brian Boyle
- OpenAI held $1 billion revenue lead over Anthropic in Q1: The Information The Economic Times
- OpenAI's Codex Helps Drive Nearly $6 Billion Quarter PYMNTS
- Anthropic's revenue nears $45B, surpasses OpenAI's $25B Crypto Briefing · Estefano Gomez
- OpenAI And Anthropic Are Testing Two Very Different AI Business Models Forbes · Paulo Carvão
- Stocks gain and oil dips as traders evaluate US-Iran deal progress Sherwood News · Tasha Matsumoto
- Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever Wall Street Journal · Berber Jin
- OpenAI Kept Q1 Revenue Lead Over Anthropic by $1 Billion WinBuzzer · Markus Kasanmascheff
- OpenAI made more money than Anthropic, but ChatGPT growth has stalled Digit · Vyom Ramani
- OpenAI generates $5.7Bn revenue in Q1 2026, around $1Bn ahead of Anthropic: Report The Tech Portal · Ashutosh Singh
- OpenAI Had A Negative 122% Operating Margin In Q1 2026, and ChatGPT Growth Has Stalled Ed Zitron's Where's Your Ed At · Ed Zitron
- OpenAI burned through $1.22 per dollar earned even after stripping out stock-based compensation The Decoder · Matthias Bastian
- Workday Stock Spikes After Q1 Earnings Release — Here's Why Benzinga · Erica Kollmann
Discussion
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@edzitron
Ed Zitron
on x
Jesus christ, OpenAI had a negative 122% operating margin for Q1 2026 and growth in ChatGPT has stalled. https://www.theinformation.com/ ... [image]
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@edzitron.com
Ed Zitron
on bluesky
Jesus christ! OpenAI had a negative 122% operating margin for Q1 2026 and growth in ChatGPT has stalled. — Very nice Mr. Altman! Well done sir! — www.theinformation.com/articles/ ope... [image]