OpenAI Codex Tops Claude Code in Commercial Growth

OpenAI's coding agent, Codex, is now outperforming Anthropic's Claude Code in commercial growth. Over the past four weeks, Codex showed a 20.8% annualized revenue growth rate. Claude Code, by comparison, grew at 5.2%. Enterprise data supports this trend. OpenAI's corporate spending grew about 82% quarter-to-date in Q3, while Anthropic's grew roughly 76%. This marks a reversal from Q2, when Anthropic reported higher revenue and growth. Anthropic's new flagship model, Fable 5, has seen underwhelming enterprise adoption. It accounts for only 6% of Anthropic's tokens and 11.4% of spending. In contrast, OpenAI's GPT-5.6 Sol makes up 25% of its enterprise tokens and 23% of model spending. Codex has been bundled into various subscriptions, and its weekly active users surpassed 5 million by June. This shift highlights a changing landscape in the AI coding agent market.