Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B
Claude Code remains 1.71 times larger by tracked ARR, while Codex continues to grow at a faster recent rate
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.
Between July 6 and August 10, Claude Code tracked ARR increased from $14.26 billion to $15.12 billion. Over the same period, Codex tracked ARR increased from $5.88 billion to $8.83 billion.
TickerTrends estimates OpenAI Codex reached $8.83 billion in annualized revenue run rate for the week ending August 10, 2026. Under the central allocation case, Codex represents an estimated 45.0% of OpenAI’s enterprise ARR.
Codex tracked ARR increased from approximately $1.0 billion at the beginning of February to $3.0 billion in April, $5.6 billion in June, and $8.83 billion in August.
Recent tracked ARR was $5.88 billion on July 6, $7.31 billion on July 13, $7.74 billion on July 20, $8.10 billion on July 27, $8.44 billion on August 3, and $8.83 billion on August 10.
The latest month-over-month growth rate, measured against four weeks earlier, was 20.8%.
TickerTrends’ latest tracking estimates Claude Code reached $15.12 billion in annualized revenue run rate for the week ending August 10, 2026. Claude Code represents an estimated 21.9% of Anthropic’s total tracked ARR.
The tracker is anchored to Anthropic’s reported $2.5 billion Claude Code run rate on February 12, 2026. Tracked ARR subsequently increased to approximately $6.3 billion by the end of March, $10.3 billion by the end of April, and more than $14 billion by June.
Claude Code tracked ARR was $14.26 billion on July 6, $14.38 billion on July 13, $14.47 billion on July 20, $14.35 billion on July 27, $14.50 billion on August 3, and $15.12 billion on August 10.
The latest month-over-month growth rate, measured against four weeks earlier, was 5.2%.
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