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Claude
Claude 2026 Report | ARR $30B Achieved and Market Share Explained

A breakdown of Anthropic's ARR $30B milestone and market share. Covering the background behind roughly 1,400% year-over-year growth that surpassed OpenAI, the rapid expansion of Claude Code reaching $2.5B ARR on its own, the enterprise-driven structure with 70% of the Fortune 100 as customers, and a look at where Claude still trails ChatGPT and Gemini in traffic.