{
  "company":"OPENAI",
  "checked_at":"2026-09-12",
  "scope":"Selected official operating disclosures, not quarterly financial statements; full final cutoff review pending",
  "sources":{
    "SEP":{"url":"https://openai.com/index/the-work-now-within-reach/","date":"2026-09-08","location":"Consumer and enterprise strengthen each other, opening paragraph"},
    "MAR":{"url":"https://openai.com/index/accelerating-the-next-phase-ai/","date":"2026-03-31","location":"Opening; revenue paragraph; credit facility paragraph; Leadership across consumer and enterprise"},
    "AUG":{"url":"https://openai.com/index/dali-rajic-chief-revenue-officer/","date":"2026-08-13","location":"Opening operating reach paragraph"}
  },
  "metrics":[
    {"id":"wau_sep","label":"产品周活跃用户","value":1000000000,"relation":"greater_than","unit":"人","period":"2026-09-08 披露时点","classification":"COMPANY_REPORTED_KPI","source":"SEP","caveat":"产品覆盖；不是付费用户或季度平均人数"},
    {"id":"business_sep","label":"产品覆盖企业","value":2500000,"relation":"equal","unit":"家","period":"2026-09-08 披露时点","classification":"COMPANY_REPORTED_KPI","source":"SEP","caveat":"未披露其中付费企业数量，不称为付费客户"},
    {"id":"monthly_mar","label":"当时月收入","value":2,"relation":"equal","unit":"USD billion per month","period":"2026-03-31 公告所述当时月度规模","classification":"COMPANY_REPORTED_REVENUE_SCALE","source":"MAR","caveat":"历史月度披露；不是 9 月收入，也不是完整季度报表"},
    {"id":"annualized_mar","label":"按当时月收入简单年化","value":24,"relation":"equal","unit":"USD billion annualized","period":"基于 2026-03-31 月度规模","classification":"AUTHOR_CALCULATION_NOT_ACTUAL_ANNUAL_REVENUE","source":"MAR","formula":"monthly_mar * 12","caveat":"不是 FY2026 实际收入、公司全年指引或当前 ARR"},
    {"id":"enterprise_mar","label":"当时企业收入占比","value":40,"relation":"greater_than","unit":"%","period":"2026-03-31 披露时点","classification":"COMPANY_REPORTED_KPI","source":"MAR","caveat":"不是 9 月占比；不把年底达到消费者收入规模的预期写成已实现"},
    {"id":"capital_mar","label":"该轮承诺资本","value":122,"relation":"equal","unit":"USD billion","period":"2026-03-31 公告该轮融资","classification":"COMMITTED_CAPITAL_NOT_CASH_BALANCE","source":"MAR","caveat":"不是季度收入或期末现金；不假定全部现金到账"},
    {"id":"revolver_mar","label":"循环信贷额度","value":4.7,"relation":"approximately","unit":"USD billion","period":"2026-03-31 该轮关闭时","classification":"UNDRAWN_CREDIT_FACILITY_AT_CLOSE","source":"MAR","caveat":"当时未提取；不加到当前现金余额"},
    {"id":"business_aug","label":"此前产品覆盖企业","value":2000000,"relation":"greater_than","unit":"家","period":"2026-08-13 披露时点","classification":"COMPANY_REPORTED_KPI","source":"AUG","caveat":"下限披露，不能与 250 万相除得出精确增长率"}
  ],
  "missing":["完整季度收入、成本、费用和利润","季度经营现金流与资本开支","当前现金余额与融资到账桥接","付费企业数量和同口径留存率"],
  "corrections":["9 月产品周活跃人数与 3 月 ChatGPT 单产品口径不直接计算增速。","承诺资本、未提取额度和收入不能相加。","最新经营覆盖数字与较早财务规模分区显示，不能整页统称 9 月财报。"],
  "publication":"NOT_AUTHORIZED"
}
