Enterprise revenue now makes up more than 40% of AI behemoth OpenAI's total revenue, according to the company. And it's on pace to reach parity with consumer revenue by the end of 2026.
OpenAI hit $25 billion in annualized revenue in February, up from $20 billion at the end of 2025.
Companies at the front of this wave have moved well past using AI to write emails or summarize documents. They're now deploying what Dresser calls "teams of agents," basically groups of AI systems that coordinate with each other, hold context across sessions, and take action inside business tools without constant human oversight. The question seems to have shifted from "should we use AI?" to "how many agents should we run?"
OpenAI launched its enterprise agent platform to build a user base beyond everyday retail consumers, who are still its core revenue stream. Codex, its AI coding agent, has already crossed 3 million users, a figure that was, according to Dresser, "almost zero" at the start of the quarter. Paying business users hit 9 million in February, up from 5 million in August. Weekly active users across all of OpenAI's products reached 910 million.
But as hyped up as agentic AI is, Dresser believes companies need a straightforward path to integrate the tech without rebuilding their business structure.
"What's really missing still for most companies is just a simple way to unleash the power of agents as teammates that can operate inside the business without the need to rework everything," she said. OpenAI's agent platform wants to be the answer to that problem.
The company is also preparing for an IPO, with CFO Sarah Friar confirming this week that retail investors will get a share of the allocation. OpenAI projects reaching $85 billion in revenue by 2030—a number that only makes sense if agents become the default way businesses interact with AI, not just a feature layered on top of a chat interface.
