Anthropic files for IPO: Social Capital breaks down the key S-1 numbers in 6 charts
FinanceYF5 · x · 2026-10-27
Anthropic has filed for an IPO (S-1 submitted to the SEC on Oct 26). Social Capital read the filing and broke down its most important financials in 6 charts.
Key takeaways across the thread: quarterly revenue grew from $376M (Q1 2025) to $11.6B (Q2 2026), 31x in five quarters; operating profit of $974M in Q2 2026 despite a $66.3B net loss from non-cash charges; compute cost per $1 of revenue fell from $2.51 to $0.48; and $100K+ annual customers grew from 20 to over 11,900.
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