Anthropic’s AI app, Claude, has recently achieved a significant milestone by crossing $1 million in gross mobile app revenue across both iOS and Android platforms. However, despite this achievement, Claude is still lagging behind its top rival, ChatGPT. According to data from app intelligence firm Appfigures, ChatGPT holds the top spot in overall downloads and is ranked 26th in revenue in the U.S. on iOS. In contrast, Claude trails behind at 95th in the Productivity category by downloads and 68th in revenue in the same category.
When Claude was first launched, it saw a fairly tepid reception, with only 157,000 global downloads in its first week. In comparison, ChatGPT garnered 480,000 mobile app installs within the first five days of its launch in the U.S. Claude’s highest rank in the U.S. was achieved a few days after its iOS debut, reaching No. 55 on the top free iPhone app charts. Despite these challenges, Claude was able to reach the $1 million revenue milestone faster than some of its AI app competitors, such as Microsoft’s Copilot and Perplexity.
The largest market for Claude in terms of downloads is the U.S., accounting for 32.5% of installs, followed by India (9.6%), Japan (6.8%), the U.K. (5.1%), and Germany (3.2%). In terms of revenue, the U.S. leads again with a 48.4% share, followed by Japan (6.7%), Germany (4.3%), the U.K. (4.3%), and South Korea (2.8%). These top five markets contribute to 57.2% of Claude’s mobile app installs and 66.8% of revenue.
Despite achieving the $1 million revenue mark, Claude faces challenges in the mobile consumer market, especially with the upcoming launch of Apple Intelligence. Apple Intelligence will offer Siri users direct access to ChatGPT via their iPhones, posing a threat to Claude’s market share and revenue growth. Claude’s burn rate as a startup is also a concern, and it will need to address these challenges to sustain its growth in the competitive AI app market.
Overall, while achieving $1 million in gross mobile app revenue is a notable milestone for Anthropic’s AI app Claude, there are still significant challenges ahead in terms of market competition and monetization strategies. By analyzing its performance relative to top rival ChatGPT and understanding its market distribution, Claude can better position itself for future growth and success in the evolving AI app landscape.