OpenAI expands ads internationally as conversion bidding and SMB adoption emerge as growth levers

OpenAI’s advertising product is described as generating about $1 billion in revenue and reaching roughly 1 billion users. Its availability has expanded to more than 40 countries, with 31 additional countries added recently.

According to the analysis, a key growth lever is moving from CPC-optimized campaigns to bidding against a specific outcome. This shift is expected to accelerate growth from $1 billion to $10 billion, while continued onboarding of small and medium-sized businesses could drive a potential path from $10 billion to $100 billion. The timing of a move to outcome-based bidding was not specified.