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Equity Bottom-Up

<ul><li>As of August 10, Claude Code’s tracked ARR was $15.12 billion compared with $8.83 billion for OpenAI Codex.</li><li>The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex.</li><li>The tracked ARR difference was $8.38 billion on July 6, $7.07 billion on July 13, $6.73 billion on July 20, $6.25 billion on July 27, $6.06 billion on August 3, and $6.30 billion on August 10.</li></ul>

As of August 10, Claude Code’s tracked ARR was $15.12 billion compared with $8.83 billion for OpenAI Codex.The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex.The tracked ARR difference was $8.38 billion on July 6, $7.07 billion on July 13, $6.73 billion on July 20, $6.25 billion on July 27, $6.06 billion on August 3, and $6.30 billion on August 10.

Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B

Anthropic

Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B