Anthropic's amended S-1 shows revenue surging 1,127% as compute costs erode operating margins

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Anthropic filed an amended S-1 with the U.S. SEC on Monday, disclosing third-quarter 2026 figures for the first time. Revenue reached $16.96 billion in the quarter, up 1,127% year over year, while computing and infrastructure costs rose to $9.86 billion. Operating income swung from a $974 million profit in the prior quarter to a $567 million loss, driven largely by short-term compute contracts priced above multi-year deals. Most of the quarter's large net loss of $23.29 billion came from non-cash fair value changes on convertible notes, derivative liabilities and SAFEs. The filing also reveals roughly $895 billion in binding purchase and lease commitments, with about $69.8 billion due within twelve months.

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