深潮TechFlow|Nov 02, 2026 14:52
[Anthropic Reports Q3 Revenue of $16.956 Billion, Up 1127% Year-over-Year, Net Loss of $23.291 Billion] According to a revised IPO prospectus filed with the U.S. Securities and Exchange Commission (SEC) on November 2nd, Anthropic reported Q3 2026 revenue of $16.956 billion, a 1,127% increase from $1.382 billion in the same period last year; net loss was approximately $23.291 billion, compared to a net loss of approximately $12.138 billion in the same period last year.
Financial data shows that Anthropic's computing power and infrastructure expenses reached $9.863 billion in Q3, a 382% year-over-year increase, accounting for approximately 58% of revenue. The company's operating loss for the same period was $567 million, a significant narrowing from $3.089 billion in the same period last year; adjusted operating profit was $2.463 billion, with an adjusted operating margin of 15%, compared to -93% in the same period last year.
The company's third-quarter net loss included approximately $21.936 billion in fair value changes in convertible notes, derivative liabilities, and SAFE. This item is primarily related to the accounting revaluation of financial instruments and does not represent an equivalent cash outflow.
Regarding business operations, as of September 30, Anthropic had over 11,900 customers who contributed at least $100,000 in revenue over the past 12 months, with approximately 250 customers contributing at least $10 million in revenue.
Furthermore, as of September 30, the company's cash and short-term investments totaled approximately $131.9 billion. Agreements for computing power procurement and leasing signed up to and after that date involve total committed expenditures of approximately $895.4 billion, of which approximately $447.5 billion is expected to occur before the end of 2030.
Anthropic also disclosed that it has granted Google an option to purchase up to $10 billion of Class N common stock, which Google can subscribe to at the offering price concurrently with the company's IPO.
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