Anthropic's disclosed data shows that, as of September 30, 2026, the company's net revenue retention rate stood at approximately 900%, reflecting continued expansion in existing enterprise customers' use of Claude. Among customers spending more than $100,000 annually, more than half now use both the Claude platform and at least one Anthropic-built application—a notable jump from 30% at the end of 2025, driven largely by its three-tier architecture strategy, which has fueled growth in value per customer. The number of high-spending customers has climbed sharply: those spending at least $100,000, $1 million, and $10 million annually now exceed 11,900, 1,900, and roughly 250, respectively. Claude Code plays a pivotal role: enterprise customers who use the tool and rank in the top 5% of spending spend about 20 times more per month on average than ordinary customers who do not use it, while enterprise users who forgo the tool spend less than $75 per month on average. First-party applications are fast becoming the primary entry point for enterprises looking to scale their AI spending. Anthropic's S-1 prospectus shows that in the first half of 2026 the company generated $16.286 billion in revenue—a substantial year-on-year increase—and posted its first operating profit in the second quarter.