OpenAI’s enterprise revenue declines 15% in 2026 due to Microsoft’s model shift
Resolves: OpenAI’s 2026 annual revenue report or equivalent public filing shows a 15% or greater decline in enterprise revenue compared to 2025.
user-generated· earnings
OpenAI’s enterprise revenue declines 15% in 2026 due to Microsoft’s m…
Market overview
Microsoft’s reduced reliance on OpenAI models will cause OpenAI’s enterprise revenue to drop 15% year-over-year in 2026. This is driven by contract renegotiations and decreased usage in Office 365.
earnings prediction market
- Implied probability (Yes)
- 65%
- Closes
- 2027-03-31
About this prediction
Resolution criteria
OpenAI’s 2026 annual revenue report or equivalent public filing shows a 15% or greater decline in enterprise revenue compared to 2025.
Source: user-generated
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