Analyst: Anthropic left Sept ARR blank; strong Oct data to follow in amended S-1
firstadopter · x · 2026-10-26
Finance analyst firstadopter speculates Anthropic left September quarter ARR blank in its S-1 due to stiffer competition from OpenAI's better offerings. He expects October ARR to be very strong following the Sept. 22 release of Opus 5.5, which should help the IPO — hence October figures will be filed in an amended S-1. He also predicts this will be the last time ARR is ever reported as a KPI.
Related event: Anthropic Files S-1 to Kick Off Nasdaq IPO Under Ticker ANT(39 posts)→
More from Venture
- Anthropic S-1 reveals 48 cents of compute cost per dollar of Q2 revenue — nmasc_ · 2026-10-26
- Apollo's Chief Economist: AI Has Delivered 'Zero Payoff' Outside Tech — HankYeomans · 2026-10-26
- Anthropic's disclosed compute commitments: $114.5B Google, $161.2B Broadcom top the list — BenBajarin · 2026-10-26
- SpaceX strikes $40B deal with Apollo Global to lease AI chips and data center hardware — Polymarket · 2026-10-26
- Meta plans up to $95 billion stock sale to fund AI buildout — The Decoder · 2026-10-26
- Anthropic files S-1 with an all-time great risk factor, traders note — austinc3301 · 2026-10-26