OpenAI capacity ramps as cloud services dominate sales; customer warrants and capacity start-up costs squeeze margins.
- Revenue$180.1MYoY +74.3%
- Net income−$450.5Mvs $309.5M year ago
Fast-inference cloud growth drives capacity expansion; FY2026 core revenue guidance raised to $880M–$890M
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Coverage: 10-K, 10-Q and 8-K filings filed since Jul 1, 2026.
Company data: Wikidata Q66604886
