Claude Mobile Revenue Surges 1,200% as Anthropic Gains on ChatGPT

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โดย Yahoo Finance·US·Read original
Summary · why it matters

Anthropic's Claude generated an estimated $97.2 million in mobile consumer revenue in July, up nearly 1,200% from $7.5 million in January, according to exclusive estimates from AppMagic provided to Benzinga. OpenAI's ChatGPT still dominates the mobile market with estimated July revenue of $312.2 million, but its revenue grew just 28% over the same period. The gap between the two has narrowed sharply: Claude generated roughly 3 cents for every dollar of ChatGPT mobile revenue in January, climbing to 31 cents by July. Claude's downloads fell 3.5% from June while mobile revenue rose 8.8%, and across the top 10 AI apps, downloads fell about 14% between January and July while combined monthly revenue jumped 68% to $487.3 million. The figures capture only consumer spending through iOS and Google Play, excluding web subscriptions, enterprise contracts, and API sales. Polymarket traders give Claude a 69% chance of being the top AI model at the end of 2026, versus 11% for ChatGPT, and a 95% chance Anthropic completes an IPO before OpenAI, with The Information reporting Anthropic plans to unveil its IPO prospectus shortly after Labor Day.

Impact on stocks 3

Artificial Intelligence · 3 stocks

Theme Impact 2

Off-coverage companies 2

AnthropicPrivate▲ Positive
Demandrelevance

Claude mobile revenue surges 1,200% and market share gains on ChatGPT

OpenAIPrivate▼ Negative
Competitionrelevance

Claude's mobile revenue growth narrows gap with ChatGPT, though ChatGPT still leads

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