June Revenue Analysis of Major AI Apps and Growth Drivers

In June, the top-ranking global apps by revenue—ChatGPT ($344.7 million), Google One, and TikTok—all surpassed $270 million per month, delivering strong performances. However, what stands out is the rapid growth of certain AI services.

• Claude (Anthropic): Revenue reached over $72 million (+34% month-over-month). This is attributed mainly to the switch to a consumption-based billing model implemented on June 15 and increased brand trust driven by Anthropic's IPO push.

• Grok (xAI): Revenue reached over $8.8 million (+26% month-over-month). Growth was driven by enhanced video generation capabilities through the launch of Imagine Video 1.5, along with analysis showing that over 50% of traffic comes from NSFW (adult) content, a paid monetization model.

• Perplexity: Revenue reached over $9.2 million (+29% month-over-month). The introduction of the 'Brain' system, which learns from users' task context to provide continuity on return visits, contributed to improved subscription retention.

• PictureThis: Through an update to its multimodal plant identification model, revenue surged 51% to reach $17 million.