IT Home November 3 news: Data disclosed by Anthropic on November 2 local time shows that as of September 30, 2026, the company's net revenue retention rate (NRR) was approximately 900%, meaning that the same group of customers grew their spending roughly 9-fold over the one-year period from Q3 2025 to Q3 2026. This metric reflects existing enterprise customers continuously expanding their use of Claude, rather than relying solely on new customers to drive revenue.
During the same period, among customers contributing more than 100,000 USD in annual revenue (approximately 666,000 RMB at current exchange rates), more than 50% simultaneously used the Claude platform plus at least one Anthropic first-party application (such as Claude Code or Cowork); at the end of 2025 this ratio was around 30%. Anthropic attributes this change to its "three-layer architecture" strategy: customers start by calling the API, can go on to deploy Claude Code for their engineers, and then roll out Cowork to all employees, with per-customer value rising as product penetration deepens.
Meanwhile, the number of Anthropic's high-paying customers has also grown significantly. As of September 30, customers spending at least 100,000 USD annually (IT Home note: approximately 666,000 RMB at current exchange rates) exceeded 11,900, compared with roughly 950 a year earlier; customers spending at least 1 million USD annually (approximately 6.661 million RMB at current exchange rates) exceeded 1,900, and customers spending 10,000,000 USD (approximately 66.609 million RMB at current exchange rates) or more numbered about 250. Anthropic stated in its prospectus that once enterprise customers deploy Claude more broadly within their organizations, the value is recognized and usage increases significantly as a result.
Claude Code played a key role in this. In Q3 2026, Claude enterprise customers using Claude Code whose spending ranked in the top 5% had average monthly spending about 20 times that of ordinary enterprise customers not using the tool; enterprise edition users not using Claude Code had average monthly spending of less than 75 USD (approximately 499.6 RMB at current exchange rates). This shows that first-party applications such as coding agents are becoming the main entry point for enterprise customers to expand AI spending.
Anthropic submitted its S-1 prospectus to the U.S. Securities and Exchange Commission in the final 10 days of October, reporting revenue of 162.86 亿 US dollars for the first half of 2026 (approximately 1,084.79 亿 RMB at current exchange rates), versus 11.63 亿 US dollars (approximately 77.47 亿 RMB at current exchange rates) in the same period of the previous year. In Q2, the company achieved operating profitability, its first quarter of operating profit.
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