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Anthropic's annual recurring revenue rose sevenfold since January to $65B from about $9B, with 6,000 firms spending at least $100,000 a year and over 100 enterprise clients spending $10M or more annually each. The update follows reports that Microsoft and Meta are reducing employee use of the Claude AI to lower costs and prioritize their own tools. Anthropic stated terms that the revenue concentration from its top two customers has fallen from 25% in 2025 to under 2% today.
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Key sources
- SOURCE@theinformation“Two of Anthropic’s biggest corporate customers are pushing staff toward their own AI tools as costs climb—and competition intensifies.”x.com
- SOURCE@aaronpholmes“Microsoft internal Anthropic spend was $1b annualized earlier this year, now down >33%”x.com
- SUPPORT@ns123abc“since january our arr has 7x'd from ~$9 billion to $65 billion”x.com
- SUPPORT@hesamation“Microsoft doesn't pay for OpenAI models so they’re sending most queries to them.”x.com
- SUPPORT@bubbleboi“Those who know the Anthropic ARR numbers and those who don’t. They aren’t looking so good in the past few months.”x.com
- SUPPORT@negligible_cap“META STAFF USING CLAUDE LOWER TO 30,000 FROM 60,000”x.com
- SUPPORT@jmartinprin“Microsoft et Meta représentent 25% du CA d’Anthropic.”x.com
- SUPPORT@stocksavvyshay“Microsoft slashing per employee budgets from $100K to $10K a month”x.com