OpenAI says ChatGPT Ads hit $1B
OpenAI says its ChatGPT advertising business reached a $1 billion annualized revenue run rate in under 200 days, and is opening self-service buying across India, Europe, the Middle East and North Africa.
In a company blog post, OpenAI said ChatGPT Ads passed a $1 billion annualized revenue run rate less than 200 days after launch, with "tens of thousands" of advertisers now on the platform. Starting later today, advertisers can buy ChatGPT ads directly through Ads Manager in India, Europe, the Middle East and North Africa; the product is already sold in more than 40 countries through OpenAI's Ads Solutions team and agency and technology partners.
OpenAI frames advertising as one pillar alongside consumer subscriptions, enterprise products and usage-based APIs, funding an ad-supported free tier for what it says are more than 1 billion weekly active users. Ads are matched to the context of the current conversation and, depending on country and user settings, to broader ChatGPT activity. The company says ads are clearly labeled, do not influence answers, and that advertisers get no access to private conversations.
On platform maturity, OpenAI says CPC and outcome-optimized bidding account for most campaigns, that Pixel and Conversions API underpin measurement, and that its partner ecosystem has grown past 50 technology and measurement firms. Ads Manager, introduced in May, opened the platform to small and medium-sized businesses, now described as a "material share" of the business. Cited results include one ecommerce advertiser at 3x return on ad spend over 28 days and a partner reporting more than 80% of ad-driven ChatGPT traffic coming from new customers.
The figures are first-party and unaudited. OpenAI did not disclose absolute revenue, advertiser counts by market, or how the run rate was calculated.