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    Anthropic reportedly expects a second straight quarter of adjusted operating profit

    A post citing FT says Anthropic’s reported gross margin exceeded 80%, but excluded model-training costs and revenue shared with distributors including Amazon.

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    12 Sources, ,

    TLDR

    A user citing the Financial Times says Anthropic expects a second straight quarter of adjusted operating profit ahead of its planned IPO. The post says Anthropic already recorded positive adjusted operating income in Q2, when revenue topped $11.5 billion. It also flags exclusions from the company’s reported gross margin above 80%: model-training costs and revenue shared with distributors, including Amazon.

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    12 Sources, first seen 23d ago

    Combined views

    2.2M

    12 Sources, first seen 23d ago

    42.8K likes
    23d ago
    first seen 23d ago
    42.8K likes
    352 comments
    3.9K saves
    4.1K reposts

    Sentiment

    Positive5.7%94.3%Negative

    Based on 73 sentiment-bearing replies from 70 accounts across 5 conversations.

    352 comments
    3.9K saves
    4.1K reposts

    Sentiment

    Positive5.7%94.3%Negative

    Based on 73 sentiment-bearing replies from 70 accounts across 5 conversations.

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    12 Sources

    @simonw@Grady_Booch Anthropic apparently claim they were profitable in both Q2 and Q3 Q2 claim: https://www.forbes.com/sites/jonmarkman/2026/08/17/anthropics-groundbreaking-second-quarter-delivers-115b-in-revenue/ Q3 claim: https://www.ft.com/content/5ee49718-c258-4f01-aa32-7e5b76ae5245
    @AndrewCurran_RT @jukan05: “Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, an…
    @rohanpaul_aiFT just reported Anthropic expects a second straight quarter of adjusted operating profit before its planned IPO. Anthropic had already posted positive adjusted operating income in Q2 after revenue topped $11.5B, which is 14X the previoius quarter of last year. ARR reached $65B by the end of July-26. Its reported gross margin above 80%, but excludes model-training costs and revenue shared with distributors including Amazon, leaving major AI cost buckets outside that figure.
    @firstadopterFT: "Anthropic has told its backers it will be profitable this quarter" "adjusted operating income will be positive for the second consecutive quarter .. The measure strips out costs including stock-based compensation" "Anthropic’s gross margins are above 80 per cent before accounting for revenue shared with distribution partners, including Amazon, and the cost of training its models" "Anthropic recorded an adjusted operating profit in the second quarter, after revenues surged 14-fold from a year earlier to $11.5bn. The group hit annualised revenue of $65bn at the end of July, up from $9bn at the end of last year" "Investors are forecasting that Anthropic will end the year with $120bn in annualised revenue and close 2027 with almost triple that [SemiAnalysis analyst]"
    @kimmonismusAnthropic reportedly has gross margins above 80%, before partner revenue shares and training costs. Strong numbers ahead of a potential IPO. For context: OpenAI reported 33% in 2025; Microsoft Cloud, 66% in FY2026. Different periods and definitions, so not directly comparable. P.s.: With margins like that, it explains why my Fable rates are so low. The margin has to come from somewhere, after all ;)
    @BoringBiz_Investors watching Anthropic define profitability as revenue before cost of goods sold and operating expenses
    @mattparlmerRT @BoringBiz_: Investors watching Anthropic define profitability as revenue before cost of goods sold and operating expenses https://t.co/…
    @jxnlcoRT @jukan05: “Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, an…
    @BrianRoemmeleSears and Kmart where highly profitable if you take out some of their biggest expenses. The Doom AI IPO illegal roadshow failed. So now the glowing stories of “we would be profitable if we didn’t have to pay our bills, buy our stock”.

    12 Sources

    @simonw@Grady_Booch Anthropic apparently claim they were profitable in both Q2 and Q3 Q2 claim: https://www.forbes.com/sites/jonmarkman/2026/08/17/anthropics-groundbreaking-second-quarter-delivers-115b-in-revenue/ Q3 claim: https://www.ft.com/content/5ee49718-c258-4f01-aa32-7e5b76ae5245
    @AndrewCurran_RT @jukan05: “Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, an…
    @rohanpaul_aiFT just reported Anthropic expects a second straight quarter of adjusted operating profit before its planned IPO. Anthropic had already posted positive adjusted operating income in Q2 after revenue topped $11.5B, which is 14X the previoius quarter of last year. ARR reached $65B by the end of July-26. Its reported gross margin above 80%, but excludes model-training costs and revenue shared with distributors including Amazon, leaving major AI cost buckets outside that figure.
    @firstadopterFT: "Anthropic has told its backers it will be profitable this quarter" "adjusted operating income will be positive for the second consecutive quarter .. The measure strips out costs including stock-based compensation" "Anthropic’s gross margins are above 80 per cent before accounting for revenue shared with distribution partners, including Amazon, and the cost of training its models" "Anthropic recorded an adjusted operating profit in the second quarter, after revenues surged 14-fold from a year earlier to $11.5bn. The group hit annualised revenue of $65bn at the end of July, up from $9bn at the end of last year" "Investors are forecasting that Anthropic will end the year with $120bn in annualised revenue and close 2027 with almost triple that [SemiAnalysis analyst]"
    @kimmonismusAnthropic reportedly has gross margins above 80%, before partner revenue shares and training costs. Strong numbers ahead of a potential IPO. For context: OpenAI reported 33% in 2025; Microsoft Cloud, 66% in FY2026. Different periods and definitions, so not directly comparable. P.s.: With margins like that, it explains why my Fable rates are so low. The margin has to come from somewhere, after all ;)
    @BoringBiz_Investors watching Anthropic define profitability as revenue before cost of goods sold and operating expenses
    @mattparlmerRT @BoringBiz_: Investors watching Anthropic define profitability as revenue before cost of goods sold and operating expenses https://t.co/…
    @jxnlcoRT @jukan05: “Anthropic’s gross margins are above 80% before accounting for revenue shared with distribution partners, including Amazon, an…
    @BrianRoemmeleSears and Kmart where highly profitable if you take out some of their biggest expenses. The Doom AI IPO illegal roadshow failed. So now the glowing stories of “we would be profitable if we didn’t have to pay our bills, buy our stock”.