In the late ’90s, Pepsi found itself in dire straits. The age-old Coke versus Pepsi rivalry was in full swing, and unfortunately for Pepsi, Coca-Cola was holding down a significantly larger portion of the soda market. But the folks at Pepsi were…
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Iowa State TE Benjamin Brahmer carted off, taken to hospital
Iowa State tight end Benjamin Brahmer was carted off the field and taken to a local hospital after sustaining a hit to…
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Sam Altman says OpenAI’s revenue is ‘well more’ than $13 billion and could hit $100 billion by 2027
OpenAI CEO Sam Altman was extremely bullish about the startup’s revenue projections and indicated he would relish the opportunity to take on his haters.
In an episode of the Bg2 Pod that was posted on Friday, host Brad Gerstner, who is also the founder of Altimeter Capital, asked how the company could make financial commitments totaling $1.4 trillion when annual revenue is reportedly $13 billion.
“We’re doing well more revenue than that,” Altman replied.
OpenAI has announced massive AI infrastructure deals in recent weeks with companies like Nvidia, Broadcom and Oracle. That’s as other so-called AI hyperscalers like Amazon, Alphabet, Meta, and top OpenAI investor Microsoft are collectively totaling hundreds of billions of dollars a year in capital expenditures.
While OpenAI continues to raise tens of billions of dollars from investors and generate billions more in revenue, Altman has also warned losses will persist.
And Microsoft’s latest quarterly results included a $4 billion charge that imply OpenAI lost $12 billion last quarter. OpenAI didn’t immediately respond to a request for comment.
But on the Bg2 Pod, Altman quickly followed up his comment on OpenAI’s revenue with forceful pushback against those who doubt his company.
“We do plan for revenue to grow steeply. Revenue is growing steeply,” he said. “We are taking a forward bet that it’s going to continue to grow and that not only will ChatGPT keep growing, but we will be able to become one of the important AI clouds, that our consumer device business will be a significant and important thing, that AI that can automate science [and] will create huge value.”
Altman added that one of the rare instances when being a publicly traded company would be appealing is when there’s an opportunity for short-sellers to lose big.
“I would love to tell them they could just short the stock, and I would love to see them get burned on that,” he said.
Still, Altman acknowledged OpenAI is taking a risk and could stumble, noting that if it doesn’t obtain enough computing capacity then revenue may fall short of forecasts.
But Microsoft CEO Satya Nadella, who also appeared on the podcast, said OpenAI has exceeded all the business plans that he has seen.
“Everyone talks about all the success and the usage and what have you,” he said. “But even I’d say all up, the business execution has been just pretty unbelievable.”
Later in the conversation, Altman hinted at even more explosive revenue growth in the next few years.
Last year, sources told The New York Times that OpenAI predicted revenue would hit $100 billion by 2029.
While talking about the potential for OpenAI to go public in the coming years, Bg2 host Gerstner floated revenue estimates topping $100 billion a year in 2028 or 2029.
“How about ’27?” Altman interjected.
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Microsoft is bringing Bluetooth audio sharing to Windows 11
What’s happened? Windows 11 is getting a handy new trick: you can now share your Windows PC’s audio to two Bluetooth devices simultaneously.
Microsoft calls it ‘Shared Audio,’ and it uses Bluetooth Low Energy (LE) Audio to let a…
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Ancient viruses inside bacteria may help fight infections
For billions of years, bacteria and viruses have engaged in constant battles. We generally think of bacteria as bad, but viruses as worse.
The truth is more nuanced: some bacteria have ancient viruses inside them – and these bits of old viruses…
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Brazil’s Azul Says It Reaches Deal With Unsecured Creditors – Bloomberg.com
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Highly-Anticipated Extraction Shooters – Trend Hunter
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- Arc Raiders’ first roadmap promises lots of goodies like a new map, quests and more before the…
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Revenue Forecast to Grow 21.2% Annually, but Valuation Remains Elevated Heading Into Earnings
Cloudflare (NET) is still operating at a loss, but over the past five years, it has managed to reduce those losses by 9.6% per year. Revenue is expected to accelerate, with forecasts pointing to 21.2% growth annually, well ahead of the broader US market’s 10.4% pace. While shares are trading above an estimated fair value of $85.11 and carry a hefty Price-To-Sales Ratio of 44.1x compared to industry peers, the company is projected to achieve profitability within the next three years, with earnings set to increase by 44.13% per year.
See our full analysis for Cloudflare.
Next up, we will see how these headline results measure up against the most widely discussed market narratives for Cloudflare and where expectations might be shifting.
See what the community is saying about Cloudflare
NYSE:NET Earnings & Revenue History as at Nov 2025 -
Analysts expect profit margins to move upward from -6.2% today to 4.6% in the next three years, signaling a material improvement in operating leverage if Cloudflare can control costs while scaling revenue.
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Analysts’ consensus view weighs this sharp margin improvement against several uncertainties:
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Consensus highlights that while operational efficiencies and automation should help push margins higher, ongoing investments in R&D and platform expansion could continue to pressure gross and net margins in the short-term. Margins declined sequentially by 80 basis points and year-over-year by 270 basis points this quarter.
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Analysts also point out that for Cloudflare to hit these margin targets, it must execute on cross-selling and innovation, moving up-market with enterprise customers while maintaining strong retention rates and product differentiation.
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Consensus sees Cloudflare’s margin trajectory as pivotal to the growth story. Dive into the full narrative for a breakdown on what could shift expectations either way. 📊 Read the full Cloudflare Consensus Narrative.
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Heavy reliance on large enterprise and pool-of-funds deals means losing a major client or a failed renewal could sharply impact revenue, creating swings in earnings and making future growth less predictable.
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According to the analysts’ consensus narrative, Cloudflare’s deepening relationships with government and financial services should support average revenue per account and lower churn, but this benefit could be offset if competitive pressure leads to lost deals or tighter renewal terms.
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Consensus notes that customer concentration heightens downside risk, especially as hyperscaler competition (from AWS, Azure, or Google Cloud) intensifies and new regulatory shifts require costly technical adjustments.
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On the positive side, ongoing expansion into multi-product and multi-year agreements is helping diversify client risk, even as large-customer deals become a rising share of revenue.
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Egypt opens $1.2B Grand Museum, showcasing Tutankhamun’s tomb in full for the first time – The Times of India
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- The Grand Egyptian Museum showcasing 50,000 artifacts…
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