OpenAI made $5.7 billion last quarter while Anthropic made $4.8 billion, according to numbers The Information obtained on Thursday, May 21, from people familiar with the financials. The roughly $1 billion gap puts OpenAI in the lead for now, though that could change soon based on what Anthropic is telling investors about the months coming up.

Anthropic told investors it expects $10.9 billion in revenue for the second quarter, more than doubling its first quarter results. The company also projects an operating profit of $559 million between April and June, which would mark its first profitable quarter, according to investor materials first reported by The Wall Street Journal.

Codex and Enterprise Sales Drive OpenAI's Q1 Results

OpenAI’s revenue came from three sources: its coding tool, Codex; growing enterprise sales to businesses; and experimental advertising on ChatGPT. The company now has 55 million paying subscribers, up from 47 million at year-end, and averaged 905 million weekly users during the quarter.

The Codex coding assistant has become a major revenue source for OpenAI, even as it rivals Anthropic’s Claude Code, with both individual developers and large corporations paying for the tool to speed up software development.

Enterprise customers buying AI services for their employees now represent a growing portion of the company's income, though ChatGPT subscriptions still make up the majority.

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