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Yahoo Finance @YahooFinance · 2026-07-23

OpenAI’s ad strategy faces a major reality check

A new estimate suggests U.S. revenue could fall 90% short of the company’s five-year target.

Quick take

OpenAI's US ad revenue is expected to fall 90% short of its five-year target, according to an Emarketer report, with estimated ad revenue of less than $1 billion this year. OpenAI had projected $2.5 billion in ad revenue for this year and over $100 billion by 2030. Emarketer estimates all chatbot ad revenue will reach $5.41 billion by 2030.

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