Anthropic's Claude Revenue Surges as It Gains Ground on OpenAI’s ChatGPT
According to exclusive estimates from AppMagic, Anthropic's AI chatbot, Claude, generated $97.2 million in mobile consumer revenue in July 2026 — a nearly 1,200% increase compared to January of the same year. While OpenAI’s ChatGPT still leads with an estimated $312.2 million in July revenue, its growth was only 28%, allowing Claude's share relative to ChatGPT to rise from about 3 cents per dollar in January to 31 cents by July. The broader AI app market is also shifting focus: while downloads among the top ten apps fell around 14% between January and July, their combined revenue increased sharply by 68%, reaching $487.3 million. This suggests a transition from user acquisition to monetization of existing users in mobile consumer spending. Anthropic's growth is not limited to consumers — it also has momentum with enterprise customers and recently filed for an IPO expected before OpenAI’s, according to market predictions on Polymarket.
Topics: AI Anthropic consumer_revenue mobile_apps OpenAI