Anthropic's third-quarter revenue was $16.96 billion, with Claude business revenue at $17 billion

The S-1/A filing released by Anthropic shows that revenue for the three months ended September 30, 2026 was $16.96 billion, a year-over-year increase of 1127%, compared with $1.38 billion in the same period last year, of which Claude business revenue reached $17 billion. The net loss in the third quarter was $23.3 billion, compared with $12.1 billion in the same period last year; adjusted operating profit was $2.5 billion with a margin of 15%, and the operating loss on an accounting basis was $567 million. As of September 30, total contractual obligations were $320 billion, and there were more than 11,900 customers with annualized revenue of at least $100,000. The company also committed to not placing ads in Claude.