All news

Anthropic posts operating profit for a second straight quarter: revenue $11.5 billion, IPO on Nasdaq

Prepared by Sintelligent with the help of SI. Publication time restored from the build log. . Updated: .

A frontier SI developer is proving for the first time that this is not only enormous spending but also a profitable business, which means there will be even more money for the next generation of models.

According to the FT, Anthropic told investors that in the second quarter of 2026 revenue grew 14-fold year over year, to $11.5 billion, and adjusted operating profit was about $559 million. Annualized revenue reached $65 billion at the end of July, and gross margin was above 80% (before payments to partners and training costs). The listing will take place on Nasdaq at a valuation of about $2 trillion; skeptics such as Jim Chanos mocked the "adjusted" profit.

Sources 2

irishtimes.comtechi.com
History

Anthropic IPO

19 events
  1. Anthropic's seven cofounders split shares almost equally and pledged 80% to charity
  2. Banks and Blackstone arrange $63 billion for Broadcom chips for Anthropic
  3. Anthropic prospectus: $417 billion in compute obligations, founder control and political risk
  4. Anthropic files publicly for IPO: Nasdaq, ticker ANT, $16.3 billion in revenue for the half-year
  5. Anthropic draft prospectus: $16.3 billion revenue and $80.7 billion net loss in six months, compute spending of up to $750 billion possible
  6. Investors discuss cutting Anthropic's IPO valuation to $1.5 trillion on slowing revenue growth
  7. Anthropic tells investors third-quarter revenue was $16.8 billion ahead of a possible IPO
  8. Anthropic to disclose third-quarter financial results to investors for the first time on Wednesday
  9. Anthropic IPO filing reveals founders' pay: Dario Amodei received $18 million for 2025
  10. In its IPO prospectus Anthropic warns investors: the US government's stance could hit its commercial customers too
  11. Broadcom and Blackstone are raising $60 billion for chips for Anthropic and other SI companies
  12. Broadcom to lend Anthropic up to $42 billion to rent Google TPU SI chips, according to the IPO prospectus
  13. Anthropic IPO prospectus: 2025 revenue of $4.6 billion, compute spending of $7.3 billion and $518 billion in future commitments
  14. Anthropic's founders want 50.1% of votes before the IPO, following the Palantir model
  15. WSJ: Anthropic moves its IPO from October to November to be able to show its third-quarter report
  16. Reuters: Anthropic is considering releasing a new model before its IPO to answer GPT-6 Astra, despite its own call to slow down
  17. Anthropic posts operating profit for a second straight quarter: revenue $11.5 billion, IPO on NasdaqOpen now
  18. Nvidia may invest up to $10 billion in Anthropic's IPO, the largest offering in history at a valuation of about $2 trillion
  19. Anthropic IPO slips to mid-October, credit line grows to $15 billion
Follow on Telegram