I just wrapped my first 90 days with OpenAI and have had the opportunity to meet with hundreds of our customers. What has struck me most is their immense sense of urgency and readiness. I’ve spent my entire career at the intersection of technology and enterprise transformation, and yet, I have never seen this level of conviction spread so quickly and consistently across industries. These leaders recognize AI as the most consequential shift of their lifetime, and they’re asking us how to reinvent their companies around it.

I also saw that conviction reflected in our business this quarter. Building on our consumer strength, enterprise now makes up more than 40% of our revenue, and is on track to reach parity with consumer by the end of 2026. Codex just hit 3 million weekly active users, our APIs process more than 15 billion tokens per minute, and GPT‑5.4 is driving record engagement across agentic workflows. We’re seeing demand from new customers like Goldman Sachs, Phillips, and State Farm, and also growing with existing ones like Cursor, DoorDash, Thermo Fisher, and LY Corporation.

It’s clear we’re past the experimentation phase. AI is now doing real work, and as a result, every company is grappling with two main questions:

How do we put the most capable AI to work across the entire business, not just individual copilots and assistants?

How do we make AI part of people’s everyday work, so it helps them unlock their full potential?

These questions will define how companies operate and compete in the years ahead, and that’s what our enterprise strategy is building toward: Frontier as the underlying intelligence layer governing all of a company’s agents, and a unified AI superapp as the primary experience where employees get things done.

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