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

@wallstengine

Fast, accurate, consistent stock market news, earnings highlights & more. By Brillinsight. Not financial advice.

参加 March 2022

996 フォロー中 215.1K ファン

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.