Wall St Engine(@wallstengine):Anthropic is projected to generate ~$19.3B in Q4 revenue, according to an analyst note circulating online. That's up ~14% from Q3 and roughly 9.5x from a year ago. Still, it implies a ~$77B annualized pace, below its $81B October run rate. Anthropic's IPO filing said usage typically slows during the winter holidays. Its latest model, Opus 5.5, also reduced the cost per task by ~40%, while price cuts already reduced Q3 revenue by ~$600M.

Wall St Engine

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Wall St Engine@wallstengine

2026.11.11 15:34

Anthropic is projected to generate ~$19.3B in Q4 revenue, according to an analyst note circulating online. That's up ~14% from Q3 and roughly 9.5x from a year ago. Still, it implies a ~$77B annualized pace, below its $81B October run rate. Anthropic's IPO filing said usage typically slows during the winter holidays. Its latest model, Opus 5.5, also reduced the cost per task by ~40%, while price cuts already reduced Q3 revenue by ~$600M.