Frontier Lab Revenue
Combined estimated quarterly revenue of OpenAI and Anthropic.
13.5$B
Trend YoY growth is +166.2%, slowing by 14.8 pp/month over the last 2Y. Latest: +297.1%, 130.9 pp above trend, a 0.9σ deviation. The latest YoY reading is boosted by 122.1 pp due to an easy comparison base from Apr 1.
Level
YoY %
y = 570.4% − 14.8 pp/mo · t
Deviation from trend
Forecast
Rolling 1Y trend forecast
| Forecast made in | May '25 | Jun '25 | Jul '25 | Aug '25 | Sep '25 | Oct '25 | Nov '25 | Dec '25 | Jan '26 | Feb '26 | Mar '26 | Apr '26 | May '26 | Jun '26 | Jul '26 | Aug '26 | Sep '26 | Oct '26 | Nov '26 | Dec '26 | Jan '27 | Feb '27 | Mar '27 | Apr '27 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May '25 | +161.5% | +137.1% | +113.5% | +89.2% | +64.8% | +41.2% | +16.9% | -6.7% | -31.1% | -55.4% | -77.4% | -101.8% | -125.4% | -149.8% | -173.3% | -197.7% | -222.1% | -245.6% | -270.0% | -293.6% | -317.9% | -342.3% | -364.3% | -388.7% |
| Jun '25 | +137.1% | +113.5% | +89.2% | +64.8% | +41.2% | +16.9% | -6.7% | -31.1% | -55.4% | -77.4% | -101.8% | -125.4% | -149.8% | -173.3% | -197.7% | -222.1% | -245.6% | -270.0% | -293.6% | -317.9% | -342.3% | -364.3% | -388.7% | |
| Jul '25 | +231.5% | +228.7% | +225.8% | +223.1% | +220.2% | +217.5% | +214.6% | +211.8% | +209.2% | +206.4% | +203.6% | +200.7% | +198.0% | +195.1% | +192.3% | +189.5% | +186.7% | +183.9% | +181.1% | +178.2% | +175.7% | +172.8% | ||
| Aug '25 | +228.7% | +225.8% | +223.1% | +220.2% | +217.5% | +214.6% | +211.8% | +209.2% | +206.4% | +203.6% | +200.7% | +198.0% | +195.1% | +192.3% | +189.5% | +186.7% | +183.9% | +181.1% | +178.2% | +175.7% | +172.8% | |||
| Sep '25 | +225.8% | +223.1% | +220.2% | +217.5% | +214.6% | +211.8% | +209.2% | +206.4% | +203.6% | +200.7% | +198.0% | +195.1% | +192.3% | +189.5% | +186.7% | +183.9% | +181.1% | +178.2% | +175.7% | +172.8% | ||||
| Oct '25 | +261.1% | +265.9% | +270.7% | +275.5% | +280.4% | +284.8% | +289.6% | +294.3% | +299.2% | +303.9% | +308.8% | +313.6% | +318.3% | +323.2% | +327.9% | +332.8% | +337.6% | +342.0% | +346.9% | |||||
| Nov '25 | +265.9% | +270.7% | +275.5% | +280.4% | +284.8% | +289.6% | +294.3% | +299.2% | +303.9% | +308.8% | +313.6% | +318.3% | +323.2% | +327.9% | +332.8% | +337.6% | +342.0% | +346.9% | ||||||
| Dec '25 | +270.7% | +275.5% | +280.4% | +284.8% | +289.6% | +294.3% | +299.2% | +303.9% | +308.8% | +313.6% | +318.3% | +323.2% | +327.9% | +332.8% | +337.6% | +342.0% | +346.9% | |||||||
| Jan '26 | +315.9% | +327.0% | +337.0% | +348.1% | +358.9% | +370.0% | +380.8% | +391.9% | +403.0% | +413.8% | +424.9% | +435.7% | +446.8% | +457.9% | +468.0% | +479.1% | ||||||||
| Feb '26 | +327.0% | +337.0% | +348.1% | +358.9% | +370.0% | +380.8% | +391.9% | +403.0% | +413.8% | +424.9% | +435.7% | +446.8% | +457.9% | +468.0% | +479.1% | |||||||||
| Mar '26 | +337.0% | +348.1% | +358.9% | +370.0% | +380.8% | +391.9% | +403.0% | +413.8% | +424.9% | +435.7% | +446.8% | +457.9% | +468.0% | +479.1% | ||||||||||
| Apr '26 | +315.9% | +322.7% | +329.8% | +336.6% | +343.7% | +350.7% | +357.6% | +364.6% | +371.5% | +378.5% | +385.6% | +392.0% | +399.0% |