Anthropic expects a second straight quarter of adjusted operating profit
Anthropic has told shareholders it expects positive adjusted operating income for a second straight quarter, the Financial Times reported on Sunday, citing several people with knowledge of the matter. CNBC reported the same on Monday, citing two people familiar with the matter.
The FT also reported that Anthropic’s gross margins are above 80%. That figure comes before the revenue Anthropic shares with distribution partners, including Amazon, and before the cost of training its models.
What the figures leave out
Both numbers are measured before some large costs. The adjusted profit measure strips out certain costs, which Bloomberg described as exceptional or one-time items. The margin figure excludes both model training and payments to partners.
Anthropic has not published full accounts. It filed its IPO prospectus confidentially in June, and must make its financials public at least 15 days before its investor roadshow begins, Business Insider reported.
The current quarter would...
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