OpenAI Says Enterprise AI Is Already 40% of Revenue, On Pace for Parity With Consumer by Year-End

Yahoo Finance·high signal

OpenAI disclosed that enterprise now exceeds 40% of total revenue and is tracking toward parity with consumer revenue by the end of 2026, driven by an 'agentic workflow' shift. The company also framed a revenue breakdown where coding agents represent roughly $3B and customer-support agents about $500M. This quantifies how fast agent-driven enterprise spend is displacing seat-based SaaS budgets and validates coding/support as the two highest-revenue agent categories today.