OpenAI's Ad Business Is on Pace to Miss Its Own Forecast by 90%, Analyst Says

OpenAI's ad business is projected to generate less than $1 billion in revenue this year, falling 90% short of the company's own forecast of $2.5 billion, according to Emarketer analysis. The analyst firm estimates chatbot ads will reach only $5.41 billion by 2030, far below OpenAI's $100 billion projection, which assumes the company will capture massive search ad budgets and dominate a fully mature chatbot ad market simultaneously.