Anthropic guides ~$19.3B for Q4, conservative due to December vacations
zephyr_z9 · x · 2026-11-11
Anthropic reportedly issued a conservative Q4 revenue guide of about $19.3B ($77B annualized) versus $81B of October ARR. According to @jukan05, the caution stems from engineers taking time off in December. The poster expects a beat but thinks December won't be a strong month.
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