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Anthropic targets $10.9B revenue in Q2, projects first profitable quarter

Anthropic told investors it will more than double quarterly revenue to ~$10.9B and post its first profitable quarter, signaling rapid adoption of Claude by enterprises and consumer applications.

WHY IT MATTERS

First profitability at a frontier AI lab amid scaling suggests LLM business models are maturing; sets valuation pressure on other labs and forces incumbents (OpenAI, Google) to demonstrate comparable unit economics.

Source: TechCrunch · 2026-05-20

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Anthropic targets $10.9B revenue in Q2, projects first profitable quarter — ath