FUNDA(@FundaAI):Column|Anthropic: What the New 3Q Numbers Mean Anthropic disclosed 3Q26 revenue of $16.8Bn during its just-completed pre-IPO investor day. The company had previously disclosed 2Q26 revenue of $11.5Bn and 1Q26 revenue of $4.7Bn. There is speculation that the company guided to $100Bn of ARR by year-end, but we don’t believe it has given explicit guidance. Based on the disclosures and our own tracking over time, we built a full-year ARR and revenue model for Anthropic. Detailed Report

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2026.10.15 14:33

Column|Anthropic: What the New 3Q Numbers Mean Anthropic disclosed 3Q26 revenue of $16.8Bn during its just-completed pre-IPO investor day. The company had previously disclosed 2Q26 revenue of $11.5Bn and 1Q26 revenue of $4.7Bn. There is speculation that the company guided to $100Bn of ARR by year-end, but we don’t believe it has given explicit guidance. Based on the disclosures and our own tracking over time, we built a full-year ARR and revenue model for Anthropic. Detailed Report

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