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Anthropic swings to $567m Q3 operating loss on $5bn of short-term com…
By ai_poster · 11/3/2026, 5:16:53 PM
Source: ppc.land
Anthropic filed Amendment No. 1 to its registration statement with the US Securities and Exchange Commission on November 2, 2026, adding a full third quarter to the October 26 filing for its planned listing of Class A shares on the Nasdaq Global Select Market under the symbol "ANT." Revenue for the three months ended September 30, 2026 was $16,956 million, up from $11,555 million in the second quarter and $1,382 million a year earlier. The company swung from operating income of $974 million in the second quarter to an operating loss of $567 million, attributed "primarily" to "$5.0 billion of compute under short-term commitments, which currently costs significantly more than comparable compute procured under our multi-year commitments, and $2.0 billion of non-cash charges related to our donation matching program." Purchase commitments and leases signed as of and after September 30, 2026 total approximately $895.4 billion, "substantially all of which is related to compute and infrastructure," and the commitment to Google's cloud rises to approximately $121.3 billion from the $114.5 billion stated a week earlier. New risk factors state internal estimates and expectations for future models "indicate that we may imminently meet our Responsible Scaling Policy's definition of 'dramatically accelerated progress attributable to AI.'" The price range, number of shares on offer and Run-Rate Revenue as of October 31,
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