Jim Cramer Says OpenAI Revenue Isn’t ‘Apples to Apples’ With Anthropic, Daniel Newman Calls Debate 'Hilarious' — $500 Billion Wiped Out
OpenAI ’s annualized revenue may be closer to $50 billion than the $70 billion previously reported, and investors say the $20 billion gap reflects how revenue is counted, not a drop in sales. FT Report Sparks Debate The Financial Times reported Thursday that OpenAI told investors its annualized revenue was approaching $50 billion at the end of September. The newspaper said investors had earlier adjusted the ChatGPT maker’s figures to match Anthropic ’s approach, which counts the full value of sales made through cloud partners. Read Also: Elon Musk Calls SpaceX's 800 MHz Spectrum Deal 'An Earthquake' as Starlink Takes Aim at US Carriers ‘Gross and Net Revenue ‘ CNBC host Jim Cramer said OpenAI "reports revenues differently from Anthropic" and that the number "isn’t apples to apples." Open AI reports revenues differently from Anthropic. This number isn't apples to apples.. — Jim Cramer (@jimcramer) October 8, 2026 “The whole OpenAI drama today was people not knowing the difference between gross and net revenue," Futurum Group CEO Daniel Newman said in a post on X. Jesus. The whole OpenAI drama today was people not knowing the difference between gross and net revenue. 😮💨 — Daniel N
OpenAI ’s annualized revenue may be closer to $50 billion than the $70 billion previously reported, and investors say the $20 billion gap reflects how revenue is counted, not a drop in sales. FT Report Sparks Debate The Financial Times reported Thursday that OpenAI told investors its annualized revenue was approaching $50 billion at the end of September. The newspaper said investors had earlier adjusted the ChatGPT maker’s figures to match Anthropic ’s approach, which counts the full value of sales made through cloud partners. " Open AI reports revenues differently from Anthropic.
This number isn't apples to apples.. — Jim Cramer (@jimcramer) October 8, 2026 “The whole OpenAI drama today was people not knowing the difference between gross and net revenue," Futurum Group CEO Daniel Newman said in a post on X. Jesus. The whole OpenAI drama today was people not knowing the difference between gross and net revenue.
😮💨 — Daniel Newman (@danielnewmanUV) October 8, 2026 Cramer added that, given his contacts at the company, there is a lack of clarity on whether the FT report is truly new. I lack real clarity on whether the FT story on OpenAI is "new" news given my contacts at the company. But if FT doesn't take it back.. it doesn't matter — Jim Cramer (@jimcramer) October 8, 2026 The Financial Times and its reporters George Hammond and Stephen Morris did not immediately respond to request for comment.
What OpenAI Keeps Shay Boloor, market strategist at Futurum Equities, argued the sharper question is how much of every AI dollar OpenAI keeps after Microsoft Corp. com, Inc. (NASDAQ: AMZN ), and Alphabet Inc. (NASDAQ: GOOG ) (NASDAQ: GOOGL ) take their cut.
Under its amended agreement with Microsoft earlier this year, OpenAI will keep paying the company a revenue share through 2030. The share is 20% of OpenAI’s total revenue, according to The Information. ” The OpenAI $50B versus $70B revenue debate is hilarious because real question is how much of every AI dollar OpenAI actually keeps after $MSFT, $AMZN and $GOOGL take their cut. S.
stock market Thursday as the OpenAI revenue report fed doubts over AI spending. 🚨 $500 billion wiped out from the US stock market today as reports show OpenAI's revenue is $20 billion short, raising doubts over AI spending. 50. Edge rankings indicate Microsoft’s stock has a Momentum score in the 89th percentile and a Growth score in the 96th percentile.
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