OpenAI’s recent appointment of Denise Dresser, former CEO of Slack, as Chief Revenue Officer marks a significant shift in the company’s commercial strategy towards enterprise growth, according to Jefferies analysts. Dresser, with over 14 years at Salesforce, is expected to enhance OpenAI’s enterprise business, which is already growing faster than its consumer offerings, now contributing approximately 40% of total revenue. Jefferies anticipates this focus will benefit Microsoft, which holds a 27% stake in OpenAI, and also positively impact partners like Oracle and CrowdStrike due to their substantial engagement with OpenAI. Recent data shows over 9,000 organizations have utilized OpenAI’s services, with significant increases in custom GPT usage, suggesting deeper integration across industries. Enterprise adoption is particularly strong in professional services, finance, and technology, highlighting AI’s expanding role in software creation and consumption across diverse sectors. Overall, OpenAI is poised for notable growth in its enterprise strategy by 2026 and beyond.
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