Unverified50% confidenceFactExact time
A year later, spending by the same cohort of Anthropic enterprise customers grew to about 9 times (a customer that spent 100 yuan last year might spend 900 yuan this year), meaning the net revenue retention rate (NRR) is far above the 110%-130% excellent range of the traditional software industry.
1
Sources
50%
Confidence
Medium-term (~90 days)
Relevance
11/2/2026
First Seen
Valid until: 1/31/2027
Sources
Anthropic Prospectus Breakdown: The AI Investment Logic Has Been Rewritten
bilibili捕风记TV10/28/2026
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