HomeDemandAI Revenue: ARR and Products
ARR Growth per Month
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
Standalone page ↗d1-arr-pace-mon-01
ARR Growth per Month, OpenAI (%/Month)#
After the consumer burst, OpenAI's monthly growth has ground along at 8% to 12% for two and a half years; the dashed stretch only shows the direction implied by company statements.Draft, pending review
How to read this chart
The blue dashed stretch covers February 28 to August 13, when OpenAI disclosed no figure; it is inferred from company statements and is for direction only. The solid line over the same period is the interval average.
Source: FinSight compilation and estimates · Updated 2026-09-04
Standalone page ↗d1-arr-pace-mon-02