Anthropic projects $10.9 billion June quarter revenue and its first $559 million operating profit, implying a $44 billion annualized run rate during a funding round likely valuing it above OpenAI.
Limited compute capacity pushes some customers to other providers.
#517Andrew Curran@ANDREWCURRAN_There's like ten different stories breaking at once. I apologize, I don't usually post this frequently, I don't like to spam people.
Lisan al Gaib@scaling01According to WSJ, Anthropic is projected to post its first operating profit of about $559M in Q2 2026, with revenue reaching $10.9B, up from $4.8B in Q1. Annualized: $10.9B × 4 = $43.6B revenue run rate, assuming no further growth.
Andrew Curran@AndrewCurran_There's like ten different stories breaking at once. I apologize, I don't usually post this frequently, I don't like to spam people.
@zephyr_z9 They are paying Elon $1.25 billion a month for the Colossus usage.
Zephyr@zephyr_z9So ARR growth has finally moderated a bit (or will they blow past it, Ant isn't good at forecasting) June ARR will be around $50B if this Q2 revenue number is true
According to WSJ, Anthropic is projected to post its first operating profit of about $559M in Q2 2026, with revenue reaching $10.9B, up from $4.8B in Q1.
Annualized: $10.9B × 4 = $43.6B revenue run rate, assuming no further growth.
Lisan al Gaib@scaling01According to WSJ, Anthropic is projected to post its first operating profit of about $559M in Q2 2026, with revenue reaching $10.9B, up from $4.8B in Q1. Annualized: $10.9B × 4 = $43.6B revenue run rate, assuming no further growth.
#1496Chubby♨️@KIMMONISMUSEven bigger win for Anthropic:
Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time.
About $500m in profit.
Nuts.
Chubby♨️@kimmonismusHoly: After Anthropic secured compute capacity from Colossus 1, it is now also getting access to compute from Colossus 2. But to be honest: I somehow expected to his. Grok certainly doesn’t need all that compute.
Chubby♨️@kimmonismusEven bigger win for Anthropic: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time. About $500m in profit. Nuts.
#1496Chubby♨️@KIMMONISMUSEven bigger win for Anthropic:
Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time.
About $500 in profit.
Nuts.
Chubby♨️@kimmonismusHoly: After Anthropic secured compute capacity from Colossus 1, it is now also getting access to compute from Colossus 2. But to be honest: I somehow expected to his. Grok certainly doesn’t need all that compute.
Chubby♨️@kimmonismusEven bigger win for Anthropic: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time. About $500 in profit. Nuts.
*$500m in profit
Chubby♨️@kimmonismusEven bigger win for Anthropic: Anthropic’s revenue is set to more than double to $10.9 billion in the second quarter, an explosive rate of growth that will help it turn an operating profit for the first time. About $500 in profit. Nuts.
#1497Zephyr@ZEPHYR_Z9So ARR growth has finally moderated a bit (or will they blow past it, Ant isn't good at forecasting) June ARR will be around $50B if this Q2 revenue number is true
@yonashav Also Ed Zitron's take on this.
Yo Shavit@yonashavwaiting with bated breath for Gary’s take