ChainCatcher report, according to TickerTrends tracking data, as of July, Anthropic’s annual recurring revenue (ARR) was approximately $74.1 billion, while OpenAI’s was approximately $41.3 billion, a difference of about $32.8 billion. Since the last reporting period, Anthropic grew by 57.7%, and OpenAI by 65.2%, with the latter showing slightly faster growth. Looking at the timeline, Anthropic’s tracked ARR rose from $10.2 billion in January to $35.6 billion in April, $69.6 billion in June, and $74.1 billion in July; OpenAI’s increased from $21.4 billion in January to $33.0 billion in May and $41.3 billion in July. While Anthropic still maintains a significant lead in absolute revenue size, OpenAI has demonstrated stronger recent growth momentum.
Anthropic's ARR reaches $74.1B, surpassing OpenAI by 1.79x in July 2026
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Summary
Anthropic's ARR reached $74.1 billion in July 2026, surpassing OpenAI's $41.3 billion by 1.79x. The $32.8 billion gap continues to widen as Anthropic grew 57.7% and OpenAI 65.2%. Inflation data remains a key factor for investors monitoring altcoins in the AI-driven market.
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