FT: Anthropic expects second straight quarter of adjusted operating profit as ARR hits $65B
rohanpaul_ai · x · 2026-09-14
The Financial Times reports Anthropic expects a second consecutive quarter of adjusted operating profit ahead of its planned IPO.
- Q2 already posted positive adjusted operating income, with revenue topping $11.5B — 14x the same quarter last year
- ARR reached $65B by the end of July 2026
- Gross margin is reported above 80%, but the figure excludes model-training costs and revenue shared with distributors like Amazon, leaving major AI cost buckets outside the math
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