Anthropic Tells Some Shareholders It Will Post Adjusted Operating Profit This Quarter

Anthropic has told a small group of shareholders that it will report adjusted operating profit for the third quarter of 2026. The metric marks the company's second consecutive quarter of profitability. The adjusted operating profit excludes certain special or one-time costs, such as share-based compensation.

Excluding revenue sharing paid to partners including Amazon and the cost of training AI models, Anthropic's gross margin exceeds 80%.