Anthropic says 5% to 7% of its 2026 revenue comes from customers that violated its rules

Anthropic disclosed that, as of September 30, customers later found to have violated its usage policies or commercial terms were estimated to have contributed 5% to 7% of its 2026 revenue. The company said it strengthened policy enforcement in August and September and warned that the cleanup could slow growth; the company is currently seeking to go public. Second-quarter revenue reached $11.6 billion, and operations were profitable.