The Register published fresh market data, and it tells a clear story: Claude is on the rise.
The numbers
In February 2026, Claude’s business software subscriptions grew 4.9 percent month over month. OpenAI’s share fell 1.5 percent in the same period. Current standings: OpenAI holds 34.4 percent of business subscriptions, Claude sits at 24.4 percent.
A year ago, only one in 25 companies on Ramp had an Anthropic subscription. Today, it’s nearly one in four.
The really interesting number
More striking than overall market share: among companies purchasing an AI subscription for the first time, Anthropic wins roughly 70 percent of head-to-head matchups against OpenAI. That’s a signal you can’t ignore.
Revenue explosion
Anthropic’s annualized revenue hit $19 billion in March 2026. In February it was $14 billion. At the end of 2025, it was $9 billion. The number of customers spending over $100,000 annually on Claude has grown 7x. Over 500 customers now spend more than $1 million per year.
On the consumer side
End users are surging too: 11.3 million daily active users on iOS and Android as of March 2 — up 183 percent since the start of the year.
My take
These numbers come at a time when Anthropic should theoretically be in crisis mode — Pentagon blacklisting, lawsuit against the Trump administration, uncertainty around government contracts. Instead, the company is growing faster than ever.
The lesson: in the enterprise market, product quality wins in the end. And Claude seems to be hitting a nerve right now.
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