Anthropic ARR growth cools to 6.5% MoM, but OpenAI plus Anthropic revenue still climbing steadily
FinanceYF5 · x · 2026-10-16
A circulating ARR tracking chart shows Anthropic's MoM growth decelerating from 40.4% in April to 6.5% in September ($74B ARR), below market expectations, while OpenAI's ARR reaches $50B with growth re-accelerating to 16.8%. Combined ARR of about $124B is still adding $110-120M... steadily month over month.
Related event: Anthropic ARR Growth Slows, But Analysts Say Reaction Is Overblown(3 posts)→
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