OpenAI and Anthropic's conflicting revenue metrics shake investor confidence in AI sector
OpenAI and Anthropic face scrutiny over unreliable financial metrics as conflicting revenue reports roiled tech markets last week. The AI firms report "annual recurring revenue" figures that lack standard accounting definitions, with OpenAI and Anthropic using different methodologies. Investors remain trapped between private companies' opaque financials and public tech giants' equally murky off-balance-sheet commitments totaling $2.4 trillion.
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Published 15 Oct 2026, 01:53 UTC · Updated 15 Oct 2026, 04:11 UTC
Summary by OZbrief Editorial. Original report: The West Australian. Editorial policy · Corrections
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