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Anthropic Expects a Second Straight Quarter of Adjusted Operating Profit. Amazon and Alphabet Investors Should Read the Fine Print

Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]

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Stocks· September 15, 2026 at 09:47 AM
Authored by·Editorially reviewed
Onur Erkan Yıldız
Founder, Financial Engineer · CMB-licensed
NeutralMedium impact

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Anthropic is trying to prove that frontier AI can become a real business before it becomes a public company. On September 13, Reuters reported that Anthropic expects positive adjusted operating income for a second consecutive quarter. The Financial Times said gross margins exceed 80% before revenue sharing with distribution partners and model-training costs. That accounting […]

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