ARR Growth per Month, Anthropic (%/Month) = Step-Up Detector
ARR Growth per Month, Anthropic (%/Month) = Step-Up Detector#
Anthropic is growing about 14% a month, roughly $7.1B of new ARR monthly, seven times the pace of the Claude Code step.Draft, pending review
How to read this chart
Monthly growth is the step-function detector: the Claude Code step in 2Q25 ran 20% to 30% a month, the Cowork step in 1Q26 ran 37% to 63%.
Source: FinSight compilation and estimates · Updated 2026-09-04
↩ This chart lives on the paged1-arr-pace-mon-01