Anthropic季度营收增至168亿美元并计划IPO
What happened
2026年10月，Anthropic在旧金山面向潜在投资人的非公开会议上披露季度营收数据。据FT报道，其季度营收增长近50%至168亿美元，分季度为Q1约48亿美元、Q2为115亿美元、Q3为168亿美元。公司同时披露Q3每1美元算力支出对应1.70美元收入，剔除股权激励后的调整后营业利润率为11%，并称蒸馏贡献了5%至7%的收入且已在第三季度大幅削减这部分用量。The Decoder报道称，Q3营收环比增长约45%，是2025年全年营收的3.6倍以上，但增速较第二季度超过140%的环比增幅明显放缓，公司计划11月IPO。早先报道曾称其季度营收为16.8亿美元，后续报道则称该数字为168亿美元。
Written by AI from the reports · updated 16 h ago
Timeline
Follow the reports to see the event from each side.
- Simon WillisonSelectedAnthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO
Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO The phrase "told investors" appears four times in this FT article, which reports on Anthropic's day of hosting investors on Wednesday. Lots of details in here from " people with knowledge of the matter ".
- The DecoderSelectedAnthropic's Q3 revenue hits $16.8B but growth slows ahead of planned November IPO
Anthropic hit $16.8 billion in third-quarter revenue, a 45 percent gain that still falls far short of Q2's 140 percent surge. With a November IPO approaching, some investors now expect the company's valuation to drop below $1.5 trillion. Slowing growth and a tough market are cooling expectations for the AI boom's biggest Wall Street test yet.
Heat of this event
Current heat 12·Peak in the comparable range 18（Oct 16 00:00）·Change over 24 hours in the comparable range –
The trend compares only the same accounts observed without a break, so its range can be narrower than the current heat count. Move the pointer or tap the chart to see each hour; with a keyboard, use the left and right arrow keys.