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OpenAI Cuts Revenue Forecast to $50B, IPO Delayed to 2027

OpenAI Trims Revenue Outlook to $50 Billion

OpenAI has adjusted its annual revenue forecast to $50 billion, according to a Financial Times report and related market news. The new figure is about $20 billion lower than the $70 billion that had been widely circulated in the market.

So where did the $70 billion come from? It was a rough estimate made by some investors to compare with Anthropic's annual revenue. But the two companies don't count their money the same way. Anthropic includes sales from cloud partners in its revenue, while OpenAI does not. That accounting difference explains much of the gap.

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IPO Timeline Pushed to 2027

Along with the revenue revision, OpenAI has postponed its initial public offering (IPO) to 2027. The delay gives the company more time to stabilize its financials and prepare for public markets.

Financial Reality Check

The revised numbers have reignited discussions about whether leading large model companies can turn huge investments into sustainable profits. Despite raising $122 billion in funding in March this year, OpenAI's leaked 2025 financial report shows revenue of only about $13 billion. Research and operational expenses far exceed that scale.

What This Means for the AI Industry

For everyday users and investors alike, the news is a reminder that even the most prominent AI companies face financial pressures. OpenAI's move to lower its revenue forecast and delay its IPO suggests a more cautious approach ahead. It also highlights how accounting choices can paint very different pictures of a company's health.

As the AI race continues, all eyes will be on whether OpenAI can bridge the gap between its ambitious spending and actual earnings. For now, the company seems to be buying time—and setting more realistic expectations.

Key Points:

  • OpenAI cuts annual revenue forecast to $50 billion, down from $70 billion.
  • The $70 billion estimate came from investors comparing OpenAI with Anthropic, but accounting differences explain the gap.
  • IPO plans postponed to 2027.
  • Despite $122 billion in funding, OpenAI's 2025 revenue was only about $13 billion, with expenses far exceeding income.
  • The revision raises questions about the financial sustainability of top AI firms.