Anthropic S-1: Over half of $100K+ customers now use both Claude platform and first-party apps

RebeccaBellan · x · 2026-10-27

Per Anthropic's S-1 filing cited by TechCrunch, more than half of customers spending at least $100,000 annually now use both the Claude platform and a first-party app like Claude Code or Cowork — up from about 30% at the end of last year, signaling a shift toward application-layer revenue.

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