Anthropic: Rising Revenues, Limited Adoption in July

Aggregated billing data indicates limited spending shares for Anthropic's models in July 2026, as Opus 5 was only launched on July 24. Meanwhile, Anthropic reports a significant increase in its annualized revenue and aims for a profitable third quarter, with 6,000 clients spending over $100,000 per year. OpenAI, on the other hand, claims a 35% increase in its annualized revenue this quarter, now exceeding $40 billion, following the launch of GPT 5.6 in July.

Ramp data shows 8.3% for Sonnet 4.6 in July 2026

An index based on corporate payments through Ramp, which aggregates billing data from 70,000 companies, allows for estimating the adoption of AI models. For July 2026, the distribution of spending related to Anthropic's offerings shows 8.3% for Sonnet 4.6 and 1.3% for Sonnet 4.5. Opus 5 was only launched on July 24.

Anthropic announces $65 billion annualized in July and 6,000 clients

Anthropic's annualized revenue reaches $65 billion in July, up from $47 billion in May. The company anticipates a profitable third quarter, following the same model used to announce a profitable second quarter. Anthropic also informed its investors that it has 6,000 clients spending at least $100,000 per year.

OpenAI surpasses $40 billion in annualized revenue after +35%

OpenAI reports a 35% increase in its annualized revenue for the current quarter, now exceeding $40 billion. The company launched GPT 5.6 in July. In this competitive context, Anthropic is described as having difficulties attracting new users, as less expensive solutions gain popularity. It is also suggested that the price of Fable may have hindered the adoption of Anthropic's model.