Wire reporting: (AP, via ClickOrlando)

Anthropic released an amended IPO registration statement on Monday that added third-quarter results, showing revenue of about $17 billion and a net loss of $23.3 billion for the three months ended Sept. 30^1,2,3,4.

A Techmeme summary of Bloomberg said quarterly revenue was up 12 times from a year earlier, that the $23.3 billion net loss compared with $12.1 billion in the third quarter of 2025, and that operating expenses rose 292 percent year over year to $17.5 billion¹.

Reuters, comparing the same quarter with the second quarter rather than a year earlier, said net loss fell to $23.29 billion from $66.3 billion, while revenue rose to $16.96 billion from $11.56 billion⁴.

Reuters said Anthropic reported an operating loss of $567 million in the third quarter, compared with operating income of $974 million in the second quarter, and that the net loss includes non-operating items tied to bonds convertible into shares⁴.

An Associated Press report carried by ClickOrlando and The Philadelphia Inquirer said that for the first nine months of the year, revenue grew 13 times to $33.2 billion, with a net loss of $104 billion that included a $94 billion accounting charge related to financing agreements^2,3.

The AP account said Anthropic has committed to spend $895.4 billion on AI computing and infrastructure such as data centers, including $70 billion due in the next 12 months^2,3.

Reuters put the same $895.4 billion figure on computing agreements with partners including Amazon and Alphabet's Google, said about $447.5 billion of those commitments are expected before Dec. 31, 2030, and put about $69.8 billion as due in the 12 months after Sept. 30⁴.

Reuters said Anthropic had more than 11,900 customers generating at least $100,000 in trailing 12-month revenue as of Sept. 30, up from more than 1,500 at the end of 2025, and that an extra $5 billion in short-term compute commitments in the quarter reduced revenue per dollar of compute from the prior quarter⁴.

The AP report said the update came about a week after the original IPO filing, that a Wall Street debut is expected later this month, and that shares are planned for Nasdaq under the ticker ANT, without stating offering size or a share price^2,3.

Reuters said the company is expected to begin marketing shares to prospective investors during the week of Nov. 9, and that some current and prospective investors are valuing Anthropic at about $1.5 trillion, down from roughly $2 trillion after financial details were disclosed at a recent investor event⁴.

Reuters also said the amended filing outlined risks to contracted computing capacity if partners cannot secure funding to buy chips, and that Anthropic was considering changes to its Responsible Scaling Policy that would require human review of some research and development decisions⁴.