OpenAI Misses Revenue and User Growth Targets Ahead of IPO — CFO Tensions Reported
CNBC / WSJ·high signal
The Wall Street Journal reports OpenAI fell short of monthly sales targets in 2026 as Anthropic gained ground in coding/enterprise and Gemini took share. The company has not hit its 1B weekly users target, and CFO Sarah Friar has expressed concerns about funding future compute if the slowdown continues. The report rattled markets, dragging semiconductors and the Nasdaq down. Altman and Friar issued a joint denial calling the report 'ridiculous.'