FT: Anthropic tells backers it will be profitable this quarter, annualized revenue hits $65B
firstadopter · x · 2026-09-14
Per the Financial Times, Anthropic has told investors it will be profitable this quarter, with adjusted operating income positive for a second consecutive quarter (excluding stock-based compensation).
Key numbers:
- Revenue surged 14-fold year-over-year to $11.5B; annualized revenue hit $65B by end of July, up from $9B at the end of last year
- Gross margins above 80% before revenue sharing with partners like Amazon and training costs
- Investors (SemiAnalysis) forecast $120B annualized revenue by year-end and nearly triple that by the close of 2027
The pace at which a frontier lab pivots from heavy burn to self-sustaining economics is far ahead of expectations.
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