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Enterprise Adoption of Claude

The  speed  and  depth  of  our  enterprise  customer  adoption  are  powerful  evidence  of  Claude’s  position  at  the 
frontier of AI. Our customer base as of September 30, 2026 includes:

• More than 11,900 customers with $100,000 or more of revenue on a TTM basis;

• More than 1,900 customers with $1 million or more of revenue on a TTM basis; and

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Approximately 250 customers with $10 million or more of revenue on a TTM basis.

Unlike a static product that serves a single use case, Claude is frontier AI with rapidly advancing capabilities. 
We build at three layers of the stack: the models themselves, the platform for building on those models, and the 
applications that place Claude directly in the hands of our users. An advance at any layer compounds across all 
three  layers,  accelerating  the  pace  at  which  we  can  deliver  more  capable  intelligence.  We  believe  the  value  of 
this integrated approach is reflected in the increasing number of customers that use both Claude Platform and 
our first-party applications. For the three months ended September 30, 2026, over 50% of our customers with 
$100,000  or  more  of  revenue  on  a  TTM  basis  used  Claude  Platform  and  at  least  one  of  our  first-party 
applications, up from approximately 30% for the three months ended December 31, 2025.

Today,  enterprises  rely  on  Claude  to  reason,  plan,  and  execute  across  complex  workflows  with  a  level  of 
trustworthiness  and  judgment  that  we  believe  was  not  previously  available  from  earlier  generations  of  AI. 
Customers realize value from Claude in three primary ways: more productive employees, faster processes, and 
embedded  intelligence  in  their  products.  As  Claude’s  capabilities  grow,  our  customers  benefit  and  often 
broaden their adoption of Claude in new workflows. This expanding role reflects a broader shift in how Claude 
is  used  inside  the  enterprise,  from  a  tool  that  responds  to  discrete  prompts  to  what  we  call  a  Virtual 
Collaborator: an AI system that works alongside humans to perform complex, multi-step work at professional 
levels.

We  drive  the  diffusion  of  Claude  primarily  by  making  it  accessible  across  multiple  product  surfaces.  For 
example:

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Claude  Platform,  our  comprehensive  agentic  development  environment,  provides  customers  with 
direct access to the primitives to build, deploy, and scale their own applications that leverage Claude’s 
capabilities within their own products and workflows.

Claude  Code,  our  coding  agent,  works  alongside  human  software  developers  on  end-to-end  software 
development: writing, planning, editing, testing, debugging, and committing code across production-
scale codebases. 

Claude  Cowork,  our  knowledge  work  agent,  has  computer  use  capability  that  enables  it  to  work  with 
professionals  on  end-to-end  business  tasks:  autonomously  researching,  drafting,  analyzing, 
synthesizing, and executing other knowledge work. 

Much of the diffusion of Claude has been organic. We amplify this with our go-to-market and Applied AI teams, 
which  extend  our  reach  by  meeting  customers  where  they  are  through  distribution  partnerships  that  place 
Claude inside customers’ existing technology stacks. For example, Claude is accessible on all three major cloud 
platforms—AWS, GCP, and Azure. We have a joint go-to-market approach with these CSPs through which we 
establish  direct  contractual  relationships  with  our  customers  while  paying  a  fee  to  each  CSP.  This  structure 
allows  us  to  foster  stronger  commercial  alignment  with  these  CSPs,  avoid  channel  conflict,  set  pricing,  and 
realize the financial benefits of ongoing compute efficiency improvements. Ecosystem partnerships also expand 
our  reach,  allowing  customers  to  adopt  Claude  through  SIs,  such  as  Accenture,  Deloitte,  KPMG,  and  PwC, 
consultants, and data platforms, such as Salesforce and Snowflake. We recently launched Ode with Anthropic, 
an AI services company, in partnership with leading private equity firms to bring Claude’s capabilities to mid-
sized companies across sectors, building solutions on the Claude Platform and supporting customers over the 
long term.

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