Anthropic's third-quarter revenue was $16.96 billion, with Claude business revenue at $17 billion
The S-1/A filing released by Anthropic shows that revenue for the three months ended September 30, 2026 was $16.96 billion, a year-over-year increase of 1127%, compared with $1.38 billion in the same period last year, of which Claude business revenue reached $17 billion. The net loss in the third quarter was $23.3 billion, compared with $12.1 billion in the same period last year; adjusted operating profit was $2.5 billion with a margin of 15%, and the operating loss on an accounting basis was $567 million. As of September 30, total contractual obligations were $320 billion, and there were more than 11,900 customers with annualized revenue of at least $100,000. The company also committed to not placing ads in Claude.
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The S-1/A filing discloses financial metrics including Anthropic's single-quarter revenue, losses, and contractual obligations, which can be used to observe its business scale and cost structure.
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Beijing time November 2, before the U.S. stock market opened, the S-1/A filing released by Anthropic showed that for the three months ended September 30, 2026, the company's revenue grew 1127% year over year, and revenue from its Claude business reached $17 billion.
In the third quarter, the company's revenue was $16.96 billion, compared with $1.38 billion in the same period last year; net loss was $23.3 billion, compared with $12.1 billion in the same period last year.
For the first three quarters ended September 30, the company achieved revenue of $33.24 billion, an increase of about 1200% year over year; during the same period it recorded a net loss of $104 billion, while the net loss in the same period of 2025 was $25.1 billion.
The filing showed that the company's adjusted operating profit in the third quarter was $2.5 billion, with an adjusted operating profit margin of 15%; however, calculated on an accounting basis, the operating loss was $567 million.
In addition, as of September 30 and thereafter, the company's total committed expenditures under purchase commitments and lease agreements were approximately $895.4 billion.
The company disclosed that in the third quarter it had more than 11,900 customers with annualized revenue of at least $100,000, and total contractual obligations as of September 30 were $320 billion.
In addition, the company promised that Claude will not carry advertising. news_keyword_pub,usstock, iframe below the main text iframe below the main text General statement General statement QR code at the end start QR code at the end start
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