Anthropic disclosed quarterly revenue of $16.8 billion to investors
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Anthropic is preparing for what could be the largest IPO in history. According to CNBC, the company plans to release third-quarter financial data for the first time at a meeting with potential investors on Wednesday; the data will be disclosed only to a group of institutional investors, and Anthropic declined to comment. Subsequently, according to the Financial Times, Anthropic told investors before its IPO that third-quarter revenue grew nearly 50% to $16.8 billion, up from $11.5 billion in the three months through June, but the growth rate was slower than the more than doubling from about $4.8 billion between the first and second quarters; on an adjusted basis, it was profitable for a second consecutive quarter, with positive cash flow in the third quarter, $1.70 in revenue for every $1 spent on compute, and an operating margin of 11%. Nearly a third of the draft S-1 circulated to a small group of investors last month consisted of risk factors.
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- 网页The Information· Media coverageAnthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation(opens the original post in a new tab)
- 网页BBC News · Technology· Media coverageAI giant Anthropic sees revenue surge ahead of stock market listing(opens the original post in a new tab)
- 网页SiliconANGLE · AI· Media coverageAhead of IPO, Anthropic reveals its revenue grow 45% sequentially to $16.8B in Q3(opens the original post in a new tab)
- Financial Times · 人工智能SelectedAnthropic tells investors before IPO that quarterly revenue grew nearly 50% to $16.8 billion
Anthropic told investors before its IPO that third-quarter revenue grew 50% to $16.8 billion and was profitable for the second consecutive quarter on an adjusted basis. Revenue is higher than the $11.5 billion in the three months through June, but the growth rate is lower than the more than doubling of revenue from about $4.8 billion between the first and second quarters of this year. The company said cash flow was positive in the third quarter, with $1.70 in revenue for every $1 spent on compute, and an operating margin of 11%. Nearly one-third of the draft S-1 circulated to a small group of investors last month consisted of risk factors, including that AI models may exhibit unpredictable and malicious behavior, with Anthropic warning that its technology could pose an existential risk to humanity. The company plans to go public in November, and its listing is widely expected to be the highest-valued IPO in history.
- 网页The Information· Media coverageAnthropic Reports $16.8 billion in Third-Quarter Revenue(opens the original post in a new tab)
- 网页WSJ Technology· Media coverageAnthropic’s Quarterly Revenue Jumped 45% to Nearly $17 Billion(opens the original post in a new tab)
- 网页The New York Times · Technology· Media coverageAnthropic Says Revenue Jumped 45% to $16.8 Billion in Third Quarter(opens the original post in a new tab)
- 网页CNA · Technology· Media coverageAt Anthropic pre-IPO meet: ‘Thinking’ caps, surging revenue, no human extinction(opens the original post in a new tab)
- 网页CNA · Technology· Media coverageAnthropic's Q3 revenue surges 45% to nearly $17 billion(opens the original post in a new tab)
- 网页Bloomberg Technology· Media coverageAnthropic Revenue Hits $16.8 Billion in Quarter Before IPO(opens the original post in a new tab)
- 网页CNA · Technology· Media coverageAnthropic revenue jumps to $16.8 billion in third quarter, FT reports(opens the original post in a new tab)
- CNBC · TechnologyAnthropic to disclose new revenue figures, AI lab finances become focus of tech markets
Anthropic plans to disclose third-quarter financial data for the first time at a meeting with potential investors on Wednesday, as the company prepares for what could be the largest IPO in history. According to sources familiar with the matter, the data will be shared only with a group of institutional investors; Bloomberg first reported the meeting, and Anthropic declined to comment. Last week, OpenAI gave existing investors an updated revenue figure of $50 billion, lower than the widely reported $70 billion; that figure excludes cloud partner revenue and, according to sources, does not represent a change in demand. Confusion from related reports briefly dragged down semiconductor stocks and the Nasdaq. Based on the latest revenue figures, Anthropic's public valuation could reach $2 trillion, with year-end revenue possibly exceeding $100 billion; the company confidentially filed with the SEC earlier this year but has not yet publicly released S-1 financial data. According to Reuters, Anthropic will go public in November, though sources could not confirm the listing date.
Related discussion
- 网页The InformationAnthropic’s Rapid But Slowing Growth Could Weigh on IPO Valuation(opens the original post in a new tab)
- 网页BBC News · TechnologyAI giant Anthropic sees revenue surge ahead of stock market listing(opens the original post in a new tab)
- 网页SiliconANGLE · AIAhead of IPO, Anthropic reveals its revenue grow 45% sequentially to $16.8B in Q3(opens the original post in a new tab)
- 网页The InformationAnthropic Reports $16.8 billion in Third-Quarter Revenue(opens the original post in a new tab)
- 网页WSJ TechnologyAnthropic’s Quarterly Revenue Jumped 45% to Nearly $17 Billion(opens the original post in a new tab)
- 网页The New York Times · TechnologyAnthropic Says Revenue Jumped 45% to $16.8 Billion in Third Quarter(opens the original post in a new tab)
- 网页IT之家Reports say Anthropic's third-quarter revenue reached $16.8 billion, and it has achieved adjusted profitability(opens the original post in a new tab)
- 网页36氪Anthropic's third-quarter revenue reportedly jumped to $16.8 billion(opens the original post in a new tab)
- 网页TechmemeSources: Anthropic told investors that its revenue jumped to $16.8B in Q3, up from $11.5B in Q2, and that the company was profitable on an adjusted basis in Q3 (Financial Times)(opens the original post in a new tab)
- 网页CNA · TechnologyAt Anthropic pre-IPO meet: ‘Thinking’ caps, surging revenue, no human extinction(opens the original post in a new tab)
- 网页CNA · TechnologyAnthropic's Q3 revenue surges 45% to nearly $17 billion(opens the original post in a new tab)
- 网页Bloomberg TechnologyAnthropic Revenue Hits $16.8 Billion in Quarter Before IPO(opens the original post in a new tab)
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