Column chart of Anthropic customers with $100,000 or more of trailing 12-month revenue, from about 20 at the end of 2023 to about 1,500 at the end of 2025 and more than 11,900 on September 30, 2026

Anthropic had more than 11,900 customers paying $100,000 or more on a trailing 12-month basis as of September 30, according to its S-1.

That's up from about 1,500 at the end of 2025.

Here is how the count has grown.

  • About 20 at the end of 2023

  • About 200 at the end of 2024

  • About 1,500 at the end of 2025

  • More than 11,900 on September 30, 2026

The count grew nearly 8 times in the 9 months after the end of 2025.

The same filing shows Anthropic swinging to $1.6 billion of first-half adjusted operating income.

Businesses aren't just testing Anthropic anymore, and more than 11,900 of them paid it $100,000 or more over the trailing 12 months.

Get charts like this every morning. Join 200K+ investors on our free morning briefing. Get high-conviction stock ideas in your inbox. Upgrade to Best Ideas Club.

Phil Rosen
Phil Rosen

Phil Rosen is co-founder and CEO of Opening Bell Media and chief market strategist for Silvia Inc. (NASDAQ: SVIA). He hosts Full Signal and writes Opening Bell Daily — the markets briefing read by over 200,000 investors and published on Bloomberg Terminals — and has also published two books and won a Fulbright award for his reporting. Contact him at [email protected].