Anthropic's $47B run-rate eclipses Salesforce, Adobe, and Intuit

Anthropic's $47B run-rate eclipses Salesforce, Adobe, and Intuit

14h ago
SaaStr ARMARM Gtm_strategy New

The Gist

  • Anthropic hit $47B annualized run-rate in May 2026, surpassing Salesforce's $41B
  • Growth trajectory suggests $70-90B run-rate by December 2026
  • Only Microsoft's $300B software/cloud business remains larger
  • Revenue jumped from $9B in 2025 to $47B in 18 months

RevBots.ai View:

Anthropic's ARM-driven growth model is reshaping enterprise software economics at unprecedented scale.

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