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dgerard@awful.systems

OpenAI user numbers go flat — just in time for the IPO (pivot-to-ai.com)

submitted 1 week ago by dgerard@awful.systems to c/techtakes@awful.systems

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more ‘annualised’ numbers

https://www.youtube.com/watch?v=1UseKYcluMk&list=UU9rJrMVgcXTfa8xuMnbhAEA - video
https://pivottoai.libsyn.com/20260522-openai-user-numbers-go-flat-just-in-time-for-the-ipo - podcast

time: 5 min 32 sec

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[–] V0ldek@awful.systems 16 points 1 week ago (6 children)

Adjusted operating income margin was -122% in the first quarter … That means that for every dollar of revenue the company generated, it lost $1.22

This is so confusing. So is it -122% or is it -22%? Cause -122% should mean that for each dollar gained they lose 2.22 because that's how percentages work, no?

[–] foudinfo@jlai.lu 1 points 6 days ago (1 children)

I'm not sure I understand how you calculated this.

2.22 Would be -222%

50% of 1 can be calculated like 1 x 50 / 100 or simply 1 x 0.5

Same for 122% 1 x 1.22 = 1.22

[–] V0ldek@awful.systems 6 points 6 days ago

If you spend $1.22 for every $1.00 gained, then your operating income is $-0.22. So your income is -22% of your revenue.

Calculating like you do would mean that a -100% operating income margin means you break even, and that's kinda silly. What would a positive margin mean?

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