Anthropic's S-1 shows 72.2% of revenue comes from US customers

rickasaurus · x · 2026-10-29

Anthropic's S-1 filing reveals a heavily US-centric revenue base: by customer billing address, US customers accounted for 72.2% of revenue in H1 2026, with international at 27.8% — up from 70.5% US in H1 2025. Despite global expansion, its revenue mix is becoming even more US-weighted (chart by Peter Gostev).

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