1% of Customers Generate Nearly Half of Anthropic’s Revenue, While Enterprise Token Spending Stalls

Ramp’s tracking of payment data across more than 70,000 U.S. businesses shows that ~80% of Anthropic’s and OpenAI’s enterprise revenue comes from just the top 1% of their customer base. Enterprise token spending stalled for two consecutive months—in August and September—before hitting a new all-time high in early October; however, that October figure was only 1.5% higher than the August peak. Ornn data indicates Anthropic’s effective token price index fell over 50%, dropping from above $1.70 in mid-September to $0.83; OpenAI’s corresponding index stood at $0.45 during the same period. YipitData shows that Anthropic’s top 1% of customers accounted for 46% of its revenue in August—a sharp rise from just 25% one year earlier.