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OpenAI Annualized Revenue Near $50 Billion, Lower Than Previous Reports

The AI company told investors its annualized revenue approached $50 billion in September, a figure significantly lower than earlier disclosures.

2 publishers · 3 articles · first seen 8 Oct 2026 · updated 45m ago

The odds

How the odds moved · Will OpenAI's IPO valuation be between $1.0T and $1.25T?
0%50%100%4%8 Oct, 23:42 UTCnowtheinformation.com: OpenAI ARR Snafu Highlights Flawed Metric · 9 Oct, 00:00 UTC

Each tick is a source publishing on this story · 2 more published before price tracking began

Price data
TimeChance of yes
now4%
8 Oct, 23:42 UTC4%

The story so far

2 publishers have covered this in 3 articles since 8 Oct 2026. Hacker News published first, on 8 October at 16:45 UTC; theinformation.com followed 6h 14m later. The most recent article, from theinformation.com, appeared on 9 October at 00:00 UTC.

Outlets reporting it: Hacker News, theinformation.com.

3 prediction markets price this story:

  • Will OpenAI's IPO valuation be between $1.0T and $1.25T? — the market puts it at 4%, with $5k traded in the last 24 hours, closing 1 Jul 2027. The market resolves based on OpenAI's implied equity valuation at its IPO, calculated by multiplying the final share price by the total fully diluted shares outstanding as stated in the SEC prospectus. The outcome is Yes if this valuation falls between $1.0 trillion and $1.25 trillion, and No otherwise.
  • Will OpenAI's valuation hit (HIGH) $1.25T by December 31? — the market puts it at 75%, with $9k traded in the last 24 hours, closing 5 Jan 2027. The market resolves to Yes if Nasdaq Private Market reports a valuation of at least $1.25 trillion for OpenAI on any date through December 31, 2026. If no such data appears by January 1, 2027, the resolution relies on the last available NPM figures or public market capitalization if an IPO occurs. Readers often mistake the linked news story about revenue for the valuation metric required for resolution.
  • Above 40.5% — the market puts it at 9%, closing 17 Oct 2026. The market resolves to Yes if the Ramp AI Index reports an OpenAI model adoption rate above 40.5% for September 2026. It resolves to No if that rate is 40.5% or lower. Readers often mistake the linked news headline about revenue for the actual resolution metric, but only the specific Ramp AI Index data counts.

Odds are the market's probability that the outcome happens, updated every few minutes. They are information about what traders expect, not a forecast we make and not investment advice.

How it unfolded

Every source in the order it published, with the odds on Will OpenAI's IPO valuation be between $1.0T and $1.25T? at that moment. A dash means the source published before we started tracking prices.

  1. Hacker NewsOpenAI annualised revenues $20B less than previously signalled—
  2. theinformation.comOpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports—
  3. theinformation.comOpenAI ARR Snafu Highlights Flawed Metric4%
  4. Current odds4%

Sources

Every article we clustered into this story. Headlines link to the publisher.

  1. OpenAI ARR Snafu Highlights Flawed Metric theinformation.com
  2. OpenAI’s Annualized Revenue Neared $50 Billion, Lower Than Past Reports theinformation.com
  3. OpenAI annualised revenues $20B less than previously signalled Hacker News

Markets on this story

  • Polymarket Will OpenAI's IPO valuation be between $1.0T and $1.25T? 4% +1 $5k 24hends 1 Jul 2027

    Does the market have this right?

    Wrong market?

  • Polymarket Will OpenAI's valuation hit (HIGH) $1.25T by December 31? 75% −8 $9k 24hends 5 Jan 2027

    Does the market have this right?

    Wrong market?

  • Kalshi Above 40.5% 9% $0 24hends 17 Oct 2026

    Does the market have this right?

    Wrong market?

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