Highlights

  • TrafficGuard now detects invalid traffic and Fraud in ads served within ChatGPT.
  • OpenAI's ChatGPT ad Business reached US$1 billion annualised Revenue by 31 August 2026.
  • US channel partner agreement delivered new customers across telecommunications and retail.
  • Discussions underway with initial customers on ChatGPT integration and fees.

Adveritas Limited (ASX:AV1) has announced two business developments: the extension of its TrafficGuard anti-fraud platform to ChatGPT Advertising and a new US channel partner agreement that has delivered additional customers.

TrafficGuard Extended to ChatGPT

TrafficGuard now analyses ads served in ChatGPT, identifies invalid or bot traffic, and verifies paid clicks and conversions originating from the service. The company noted that large language model advertising creates new fraud patterns that traditional search and social verification tools are not designed to address.

CEO Mathew Ratty said extending protection to ChatGPT advertising represents a substantial expansion of the addressable market and that AI advertising could become the company's most significant revenue source.

Growth of ChatGPT Advertising

According to the announcement, ChatGPT advertising reached US$1 billion in annualised revenue by 31 August 2026, about 200 days after ads launched.

OpenAI projects advertising revenue of US$2.5 billion in 2026, rising to US$11 billion in 2027, US$25 billion in 2028, US$53 billion in 2029 and US$100 billion by 2030, based on assumptions of 2.75 billion weekly users by 2030.

Channel Partner Diversifies Customer Base

Adveritas also signed an agreement with a US-based channel partner that has delivered new clients across telecommunications, retail and other sectors, mainly in the United States. While individually not material, these customers broaden TrafficGuard's base beyond sports betting and gaming.

The company is in discussions with an initial group of customers about integrating ChatGPT fraud detection into their TrafficGuard suite and the associated fees.

Key Takeaways

  • TrafficGuard now covers fraud detection for ChatGPT advertising.
  • A US channel partner has added customers in telecommunications and retail.
  • Commercial discussions on ChatGPT integration are underway with initial customers.