Anthropic's Revenue Hits $33.2 Billion in First Three Quarters, with a Net Loss of $104 Billion
Anthropic updated its IPO prospectus: revenue for the first three quarters ended September 30, 2026, reached $33.24 billion, a year-over-year increase of approximately 1200%; net loss for the same period was $104 billion, up from $25.1 billion a year earlier. The company stated that its first-half losses were primarily affected by changes in the fair value of convertible bonds and derivative liabilities. Its cumulative purchase and lease commitments total approximately $895.4 billion, almost…
Anthropic's Revenue Reaches $33.2 Billion in First Three Quarters, with a Net Loss of $104 Billion
Anthropic updated its IPO prospectus on Monday, disclosing that its revenue for the first three quarters ended September 30, 2026, reached $33.24 billion, a year-over-year increase of approximately 1,200%. Revenue for the third quarter alone was about $17 billion, continuing its previous high-speed growth. However, the company's net loss for the same period hit $104 billion, far exceeding the $25.1 billion loss from the same period last year, creating a stark contrast between explosive revenue growth and massive book losses.
The company stated that the net loss in the first half of the year was primarily affected by changes in the fair value of convertible bonds and derivative liabilities, and does not fully reflect its actual cash burn from operations. Additionally, Anthropic has accumulated purchase and lease commitments of approximately $895.4 billion, almost all of which are allocated to computing power and infrastructure.
Source: CNBC
