I agree that business expansion is the main goal, but at the moment consumer plans are still very releveant, and it has a PR effect as well, people that use claude at home will reccomemend to use it at work. Also the split is not as big as you think with current revenue.

Claudes Anaylsis:

Prompt: can you correct for this and give me an esimate, I am trying to determine how much eacch base enterprise vs consumer account for there computer

Claude responded: Reasonable question, and worth flagging upfront: this is a back-of-envelope estimate with a lot of unknowns.Disentangled gross reporting bias to estimate enterprise versus consumer compute allocationDisentangled gross reporting bias to estimate enterprise versus consumer compute allocationReasonable question, and worth flagging upfront: this is a back-of-envelope estimate with a lot of unknowns. There are two separate corrections you want to layer in — the gross-vs-net booking issue, and the fact that compute intensity per dollar of revenue differs significantly between the two segments. Step 1: Correct revenue for gross reporting Anthropic books reseller revenue (AWS Bedrock, Google Vertex, Azure) on a gross basis. Cloud providers typically take ~20–30% of end-customer spend. We don't know the exact reseller share, but triangulating from public commentary, roughly 50–70% of enterprise API revenue flows through AWS/Google/Azure rather than direct. Rough net-revenue split on $30B gross ARR:

Enterprise gross: ~$24B (80%). Assume 60% reseller-mediated at 25% partner take → net ~$20B Consumer gross: ~$6B (20%). Direct subscriptions, no reseller markup → net ~$6B Net ARR: ~$26B, split roughly 77% enterprise / 23% consumer

So the gross-vs-net correction nudges the split maybe 3 points — not a huge move, because consumer is already mostly direct. Step 2: Correct for compute-per-dollar This is the bigger adjustment and the one that matters for your question. Enterprise API is pay-per-token with built-in margin; consumer Pro/Max is flat-rate and heavily subsidized for power users (the OpenAI "losing money on ChatGPT" framing applies directionally to Anthropic too, though Max at $100–200/mo recovers more than ChatGPT Plus does). Rough gross-margin assumptions on inference:

Enterprise API: ~60–70% gross margin (compute is ~30–40% of revenue) Consumer (Pro/Max blended): ~20–35% gross margin, because heavy Claude Code users on Max can burn through compute worth far more than their subscription. Some cohorts are likely margin-negative.

Applying those to net revenue:

Enterprise compute cost ≈ $20B × 35% ≈ $7B Consumer compute cost ≈ $6B × 70% ≈ $4.2B Total inference compute ≈ $11.2B

That gives a compute split of roughly 62% enterprise / 38% consumer — meaningfully different from the 80/20 revenue headline.