Anthropic IPO leak: $4.59B revenue, rumored $2T valuation, 436x sales
eyishazyer · x · 2026-09-29
Anthropic's IPO numbers leaked via Reuters, with listing likely after the November midterms:
- Revenue of $4.59B, up 1,088% YoY
- Net loss of $41.97B, though $34B is a non-cash accounting charge; operating loss of $8.06B
- Compute spend of $7.33B is 58% of opex — 1.6x total revenue; cash on hand of $20.28B
- Rumored valuation tops $2T, roughly 436x revenue, double May's $965B in five months
- Future cloud/compute commitments of $518B, about 113x 2025 revenue; two customers account for nearly a quarter of revenue
Related event: Anthropic Files for IPO: $2 Trillion Target, $42B Net Loss in FY25(20 posts)→
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