Anthropic Soars to $4 Billion in Revenue, Holds 40% of OpenAI's Market Size
Anthropic has reached $4 billion in revenue, capturing 40% of OpenAI's market size.
Key Points
- • Anthropic's annual recurring revenue is $4 billion, 40% of OpenAI's $10 billion.
- • Anthropic's Claude has 18.9 million monthly active users compared to ChatGPT's 100 million.
- • The company's revenue quadrupled from $1 billion to $4 billion in just six months of 2025.
- • Anthropic's focus on enterprise clients allows for higher revenue per user than OpenAI's consumer-first approach.
In a surprising development within the competitive AI landscape, Anthropic has reported an annual recurring revenue (ARR) of $4 billion, representing 40% of rival OpenAI's $10 billion ARR. While OpenAI continues to dominate with its consumer-focused ChatGPT, boasting over 100 million users, Anthropic is carving out a significant niche by targeting enterprise clients. Its Claude app, although only seeing around 18.9 million monthly active users, highlights a more strategic approach to revenue generation, resulting in higher earnings per user compared to OpenAI's consumer-centric model.
Anthropic's revenue has experienced an impressive growth rate, quadrupling from $1 billion to $4 billion within just six months in 2025. This surge suggests a strong market confidence in their enterprise-first strategy, particularly in their emphasis on safety and reliability. The differences in business models are becoming increasingly clear, as Anthropic focuses on attracting larger businesses which tend to pay more per user, a stark contrast to OpenAI’s broader consumer outreach.
Investor confidence in Anthropic's future potential is evidenced by its 43.9x forward revenue multiple, considerably higher than OpenAI’s 31x, suggesting that the market may be undervaluing Anthropic’s rapid growth trajectory and business model. As both companies continue to expand, their contrasting strategies imply that opportunities exist for multiple successful players in the evolving AI market.
According to the analysis, while OpenAI's first-mover advantage and extensive ecosystem provide a significant market presence, Anthropic's dedicated focus on responsible AI and enterprise needs may be a sustainable strategy for long-term success. As the AI industry expands, Anthropic's position as 40% of the size of its competitor suggests a favorable outlook for future revenue growth and market presence.