Fortune has exclusively learned Pigment is approaching $100 million in ARR, having doubled ARR for a third consecutive year. The company has grown its customer base 74%, with leaders like Uber, Unilever, Anthropic, Siemens and more using Pigment, and 57% of new revenue coming from enterprise customers. More than half of Pigment’s new customers in 2025 migrated from SaaS giants, Crespo says, a 115% year-over-year increase in replacement.
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Claude is enjoying new-found popularity, having recently jumped to the number one spot in the App Store's free app charts. This comes while Anthropic is engaged in a high-stakes contract dispute with the US government over AI safeguards. On Friday, US Defense Secretary Pete Hegseth labeled the company a "supply chain risk" after it refused to sign a contract that would allow the Pentagon to use Anthropic models for mass surveillance against Americans and in fully autonomous weapons. Following Hegseth's announcement, Anthropic vowed to challenge the designation. As of right now, we’re waiting to see how things play out, and what it might mean for Anthropic.
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