January 2024
$87M annualized run rate
Claude 2 powering early API adoption. Consumer product still nascent.
December 2024
$1 billion ARR
Claude 3 family drives enterprise uptake. First major Fortune 500 contracts close.
End of 2025
$9 billion ARR
9x growth over calendar year. Claude Code launches and begins contributing meaningfully to revenue mix.
February 2026
$14B ARR & $380B valuation
Series G closes at $380B. Described at the time as the second-largest venture deal ever. PwC partnership announced shortly after.
March 2026
$19 billion ARR
1,000+ customers now spending $1M+ annually. Claude Code enterprise share passes 50% of the product's total revenue.
April 2026
$30 billion ARR — passes OpenAI
Annualized revenue surpasses OpenAI's disclosed figure. 300,000+ business customers on the platform.
May 2026 (pending)
$30B raise at ~$900B valuation
Terms agreed in principle. Co-led by Dragoneer, Greenoaks, Sequoia, Altimeter. Expected to close by end of May.