# Wall Street Journal reports that OpenAI had missed its goals for new users and revenue.

*genai · news · 2026-04-28 · Reuters*

## Key points

- OpenAI missed its goals for new users and revenue in recent months, raising growth concerns.
- OpenAI CFO Sarah Friar warned internally about potential difficulty funding future computing contracts if revenue lags.
- Microsoft and OpenAI renegotiated an exclusivity agreement, allowing OpenAI to pursue deals with Microsoft rivals.
- SoftBank pledged a $22.5 billion funding commitment to OpenAI, possibly using margin loans against Arm.

**Companies:** Microsoft, Oracle, SpaceX, OpenAI, Arm Holdings
**Countries:** United States

[Read the full story on Reuters](https://www.reuters.com/business/media-telecom/oracle-coreweave-shares-drop-after-report-flags-openai-growth-worries-2026-04-28/)

---

Canonical: https://newsio.io/n/5e10ce37-015a-4d77-8026-f5f5092c442c/wall-street-journal-reports-that-openai-had-missed-its-goals-for-new-users-and-r
Summarized by Newsio from Reuters. https://newsio.io/how-it-works