Key facts
- Anthropic expects positive adjusted operating income for the second consecutive quarter.
- The company's gross margins are reportedly above 80% before revenue sharing and model training costs.
- Anthropic reported preliminary revenue of more than $11.5 billion in the second quarter of 2026.
- This Q2 revenue figure is more than double the $4.73 billion reported in the preceding quarter.
- The Q2 revenue represents a 14-fold increase from the $787 million reported in the second quarter of 2025.
Anthropic has informed its shareholders that it anticipates reporting positive adjusted operating income for the second consecutive quarter, according to a report by the Financial Times citing individuals familiar with the matter. The artificial intelligence company's gross margins are said to exceed 80% before accounting for revenue shared with distribution partners like Amazon and the costs associated with training its models.
Documents reviewed by Bloomberg indicate that Anthropic presented prospective investors with preliminary second-quarter revenue figures exceeding $11.5 billion. This represents a significant increase from the $4.73 billion in revenue reported for the preceding quarter and a substantial jump from the $787 million recorded in the second quarter of 2025. The company's disclosure of positive adjusted operating income, though the specific amount and adjustments were not detailed, comes as Anthropic is reportedly considering a potential initial public offering (IPO). The company has also secured capacity agreements for up to 10 gigawatts of new compute power through arrangements with suppliers.