Tag: revenue
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If OpenAI fails, the most likely mode is the Yahoo path: not a dramatic collapse but a slow fade into irrelevance through a thousand mediocre product extensions. ChatGPT becomes a utility everyone uses but nobody pays premium for. Enterprise goes to companies with better compliance stories. The consumer product goes ad-supported. Revenue grows but margins…
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Yes: “about what benefits AI is actually providing today, 66 percent said it’s improving productivity and efficiency.” But: “How that works when only 20 percent report revenue growth is left unanswered.” // And: “Currently, 25 percent of organizations say they’ve shifted 40 percent or more of their AI experiments into live use. That number is…
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Enterprise ROI still elusive
More than half of CEOs report seeing neither increased revenue nor decreased costs from AI, despite massive investments in the technology, according to a PwC survey of 4,454 business leaders”… Only 12 percent reported both lower costs and higher revenue, while 56 percent saw neither benefit. Twenty-six percent saw reduced costs, but nearly as many…
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Google Cloud: $58 billion in new revenue commitments over the next two years
nine out of the top 10 AI labs use Google’s infrastructure. He also says that nearly all generative AI unicorns run on Google Cloud, that 60% of all GenAI startups worldwide have chosen Google as their cloud provider, and that the company has lined up $58 billion in new revenue commitments over the next two…
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What if the AI stockmarket blows up? – ‘By our reckoning, the total revenue from the tech accruing to the West’s leading AI firms is currently $50bn a year. Although such revenues are growing fast, they are still less than 2% of the $2.9trn investment in new data centres globally that Morgan Stanley, another bank,…
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The Business of ChatGPT – Revenue and such numbers circa. August, 2025.
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C-suite leaders attribute revenue, software development boosts to AI – “Executives credit increased AI use over the past year for bringing an estimated 44% bump in revenue, according to the report. Nearly 3 in 5 respondents said their organization experienced business growth thanks to software innovation over the last year.”
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OpenAI hits $10 billion in annualized revenue fueled by ChatGPT growth – “OpenAI has hit $10 billion in annual recurring revenue less than three years after launching its popular ChatGPT chatbot.”
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Anthropic closes $2.5 billion credit facility – “Annualized revenue reached $2 billion in the first quarter, the company confirmed, more than doubling from a $1 billion rate in the prior period. Revenue chief Kate Jensen said in a recent interview with CNBC that the number of customers spending more than $100,000 annually with Anthropic jumped…
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Are executives prepared for employees that 30% more productive?
Now that we’ve replaced all these people with a robot, how can we climb the CAGR? I was a guest on the Cloudcast this week. I go over how I use AI and then Brian and I discuss how companies could get more use out of AI. Most of it, I think, rests on how…
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OpenAI Is Growing Fast and Burning Through Piles of Money – That’s what you call “real money”: “OpenAI’s monthly revenue hit $300 million in August, up 1,700 percent since the beginning of 2023, and the company expects about $3.7 billion in annual sales this year…. it expects to lose roughly $5 billion.”
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Broadcom CEO: VMware still ringing the cash registers – ‘That translates into 32% quarter-on-quarter VMware bookings growth.” And: ‘When it comes to revenue tailwinds, AI is driving “about two-thirds in compute and one-third in networking” said Broadcom CFO Spears.’
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Measuring the impact of Developer Relations on Revenue – Figure out how to gather leads, and figure out how to get attribution in the sales pipeline. The second is difficult, especially if your company is already bad at it. But, it’s important to figure out.
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How Much Revenue Must a Company Generate to IPO? – “Before 2018, only one company IPOed with more than $200m in revenue. In fact, the median revenue at IPO at $90m. Today, the median revenue at IPO is $189m (corrected for inflation), more than double.”
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MariaDB walks tightrope between commerce and open source – “It recorded a 26 percent year-over-year increase in revenue to reach $13.5 million, although it was still making a net loss of $11.9 million, partly owing to the cost of going public.”
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How AI could make management consulting better, improve corporate strategy, and create new revenue for boutique consultancies
Midjourney: happy business woman reaching their five fingered hand out for a hand shake, 4K in the style of pixabay This is some really good thinking and actual tactics from Andrew on how big consultancies could use AI. His team works at EY, so they’re not just arm-chair speculating on a Saturday morning while watching…
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Link: How the subscription paradigm flips the cloud financials market
In the subscription world, you must understand the lifetime relationship with the customer – all the upsells and renewals and how they all build on one another. You also must understand the revenue, billings, and cash derived from those-again, over the entire lifetime of the customer relationship. In an ASC-606 world, you must track all…
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Link: Microsoft milestone: Tech giant’s cloud revenue now matches traditional products, analyst says
“We estimate that FY 4Q 19 was the first time MSFT generated as much revenue from running software in its own data centers, including cloud offerings like Azure and Office 365, as well as LinkedIn, Bing, GitHub and Xbox-Live, as it did from software licenses and upgrades, hardware and professional services,” according to the note…
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Link: AT&T’s ‘Public-Cloud First’ Proclamation a Stake in the Ground
For AT&T to now start the process of adopting the public cloud for what are admittedly “non-network applications” is a big move. It shows that even the most stodgy industry verticals are on board with moving to the public cloud. This will provide a significant new revenue stream for those cloud providers but at the…
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Doing the @bobbrindley. (I asked for extra pickles. The clerk was confused. I asked again, even, “can I pay for them?” And the assistant manager type looked over his shoulder and said a firm “no.” I mean, I don’t want to fuck with McDonald’s global supply chain and bring down their whole ERP system, causing…
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