Claude's Long Awaited Update is Here - Did it Move the Needle?
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We're barely three months into 2025 and have already seen a barrage of AI innovations. From DeepSeek, Grok 3, and updates from ChatGPT to a handful of models and agents from Asia.
Aaaaaand, an update to Anthropic's Claude which I've been waiting for a while now!
Claude Sonnet 3.7 dropped at the end of February and I was hoping it'll come with the little improvements Claude's mobile app desperately needs to get more visibility on the App Store and Google Play.
That didn't exactly happen... but Claude still had a nice spike in revenue.
Claude's mobile revenue started rising right after Sonnet 3.7 was announced at the end of February and remained higher than the pre 3.7 average. Does that remind you of something? It reminds me of when ChatGPT rolled out gpt4o last year and saw a shift in revenue.
Claude isn't basking in as much glory, but the numbers are good.
According to Appfigures Intelligence, net revenue rose from a daily average of $50K to a peak of $85K where it stayed for a few days. The trend is in the not-so-good direction, but even with that, revenue is still a little higher than the pre 3.7 average.
Note - Claude's net revenue crossed $100K for one day, 2/28, but I didn't include that as a peak because February is a short month and subscription revenue that would have been charged after the 28th on longer months gets bundled into a single big day, and isn't necessarily indicative of demand.
I'm happy to see demand for Claude grow because it's a good model, especially for working with code. But when you put that in perspective, almost every other competitor makes more money with its app. Grok only started monetizing at the end of February and makes more consistently, and ChatGPT earns about 40x more.
That's both good and bad news for Anthropic, which raised $3.5B earlier this month. The good news is that the demand is there and the wallets are open, but the bad news is that the app just isn't working as is despite a massive paid ads campaign in the App Store.
Maybe Anthropic will use some of that investment money to improve its visibility in the App Store and on Google Play. The demand is definitely there.
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All figures included in this report are estimated. Unless specified otherwise, estimated revenue is always net, meaning it's the amount the developer earned after Apple and Google took their fee.
