Anthropic tells investors it will be profitable this quarter, gross margins above 80%

firstadopter · x · 2026-09-14

According to the Financial Times, Anthropic has told backers it will be profitable this quarter, with adjusted operating income positive for the second consecutive quarter (the measure strips out costs including stock-based compensation). Gross margins exceed 80% before revenue shared with distribution partners like Amazon, and before model training costs. A notable commercial milestone for a frontier AI lab.

Related event: FT: Anthropic told investors it expects a second straight profitable quarter, with gross margin above 80%(7 posts)→

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