If OpenAi does manage, by about 2030 or 2031, to earn $100 billion or so in annual revenues, it might at that point be supplying up to a third of all enterprise software revenues, if one attributes its platform and ecosystem revenues to the "enterprise" category.
Some will argue that makes little sense, since ChatGPT right now is consumer oriented. But the analogy is the Microsoft platform, where even consumer revenues are underpinned by enterprise use cases (software licenses are sold to device suppliers, not directly to consumers, even when consumers buy the appliances).
And if OpenAI does reach such lofty (for now) sales figures, it will be on the back of total platform revenues, not just chatbot revenues.
Enterprise IT Segment | 2024 Annual Revenue (USD) | Description |
IT Services | $1.5 trillion | Includes outsourcing, consulting, operations & maintenance, cloud migration, and cybersecurity . |
Enterprise Software | $280–320 billion | Covers CRM, ERP, business intelligence, content management, and supply chain systems . |
IT Hardware | ~$140 billion | Includes server, storage, and data center equipment . |
That would be an unprecedented level of market share, as the global leaders in enterprise software tend to have mid-single-digit market shares.
Segment | Leading Vendors | Market Share Estimates (2024/2025) |
Enterprise Software (total) | Microsoft, SAP, Oracle, Salesforce, IBM | Each holds low to mid-single-digit percent market share globally. Microsoft and SAP are typically top 2 or 3 by revenue . |
ERP (Enterprise Resource Planning) | Oracle, SAP, Microsoft | Oracle (6.5%), SAP (6.5%), Top 10 vendors jointly 26.5% market share . |
CRM (Customer Relationship Management) | Salesforce, Microsoft, Oracle, SAP, Adobe | Salesforce (26.1%), Microsoft (5.9%), Oracle (4.4%), SAP (3.5%), Adobe (5–6%) . |
Cloud Infrastructure Services | Amazon AWS, Microsoft Azure, Google Cloud | AWS (30%), Azure (20%), Google Cloud (12–13%), together >60% global share . |
IT Services | Accenture, IBM, Tata Consultancy, Infosys, Cognizant | Each between 2–5% of global services revenue, with significant fragmentation . |
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