Anthropic tells investors it expects a second straight profitable quarter

Anthropic

Industry media only 4 src. ~1 min

The Financial Times reported on September 13, 2026 that Anthropic told shareholders it expects positive adjusted operating income for a second consecutive quarter, after Q2 revenue jumped roughly 14x year-over-year to over $11.5 billion (from $4.73B in Q1). Gross margins are said to exceed 80% before revenue shared with distribution partners like Amazon and before training costs. The company has reportedly filed confidentially for a Nasdaq IPO seeking up to $100 billion at a near-$2 trillion valuation, with Reuters reporting Nvidia is weighing an anchor investment of up to $10 billion.

Why it matters

First frontier AI lab shown to be sustainably profitable while preparing a reported ~$2T IPO, resetting AI-economics benchmarks.

Importance: 4/5

Frontier-lab profitability milestone ahead of a reported near-$2T IPO; corroborated by FT and Reuters

anthropic financials ipo revenue

Sources

media Anthropic tells investors it will be profitable for second straight quarter (Financial Times, Sept 13, 2026)

media Anthropic tells investors it will be profitable for second straight quarter, FT reports (Reuters via MSN) (syndicated from Reuters)

secondary Anthropic expects a second profitable quarter as its IPO nears, FT reports

secondary Anthropic Tells Investors It Will Be Profitable Q2 With 80%+ Gross Margins, $11.5B Revenue