Anthropic S-1: over half of big customers use both Claude API and apps

Anthropic's S-1 shows more than half of customers spending at least $100,000 a year now use both the Claude platform and a first-party app like Claude Code or Cowork, up from about 30% at the end of last year. As of September 30, the company had 11,900 customers at $100,000+, 1,900 at $1 million+ and about 250 at $10 million+ annually, with net revenue retention of roughly 900%.

• Share of large customers using both Claude API and apps rose from ~30% to over 50%
• 11,900 customers spend $100,000+ a year, 250 spend $10 million+
• Net revenue retention reached about 900% by the end of Q3
• Top 5% of Claude Enterprise users with Claude Code spend 20x the average