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
More from Venture
- Anthropic files S-1 for Nasdaq IPO under ticker "ANT"; terms TBD — dl_weekly · 2026-10-31
- Agility Robotics lost $138.1M in 2025 as Brett Adcock's doom prediction nears — Rewkang · 2026-10-31
- DeepSeek's $15.8B round: Chinese state investors supplied 27%, up from 2% — rohanpaul_ai · 2026-10-31
- Reddit stock plunges 42% in 8 trading days as CEO says AI mode no longer drives traffic — SumitGup · 2026-10-31
- AI referral traffic grew 5.6x in 2 years but is still just 0.5% of visits, Growth Memo finds — SEO · 2026-10-31
- Scope launches Intents to track how AI agents discover, evaluate and drop off from your product — RaphaelDabadie · 2026-10-31