OpenAI's ARR Is Rapidly Narrowing the Gap with Anthropic; This Should Be the Most Notable News Today. See CNBC Report

English summary

OpenAI CFO Sarah Friar explicitly stated at an internal all-hands meeting on Wednesday that July's annualized recurring revenue (ARR) exceeded the total for the entire second quarter (Q2). How should we interpret this? 1. According to TickerTrenda data, OpenAI's ARR for the full second quarter: end-April was USD 28.8 billion, end-May USD 33 billion, end-June USD 37.3 billion. The ARR increase for the entire second quarter was USD 11.4 billion. Corresponding to monthly revenue (calculated as ARR/12): April USD 2.4 billion, May USD 2.75 billion, June USD 3.1 billion. The total for the three months (Apr-Jun) was USD 8.25 billion. 2. The OpenAI CFO said that the net new ARR in July exceeded the entire second quarter's net additions (on a comparable basis, both net increases). There are two interpretations: 1) First interpretation: July's net new ARR exceeded the total net increase for the entire second quarter. ...