Anthropic’s growth slowed and costs jumped in the third quarter, updated IPO filing shows

Source: Fortune ·

Anthropic’s growth slowed and costs jumped in the third quarter, updated IPO filing shows

Anthropic's amended S-1 adds third-quarter results: revenue rose to $17 billion, but growth slowed and the AI lab swung back to an operating loss.

From the source

Anthropic’s revenue kept climbing in the third quarter of 2026, but at a slower pace, according to an amended IPO prospectus for the company published on the U.S. Securities and Exchange Commission website Monday. During its third quarter, Anthropic generated $17 billion in revenue for the three months ended September 30, the company said in its new filing. That’s up from $11.6 billion in the second quarter and $1.4 billion a year earlier. Anthropic’s third quarter financial results were left out of the company’s initial IPO prospectus, also known as a S-1 filing, when it was published last week. The document has now been amended to include the latest quarterly figures. While the lab’s sales are still growing rapidly—increasing more than 1,000% year over year—the pace of that growth has slowed from the second quarter. The company’s revenue grew about 47% in the three months ended on Sept. 30, down from about 144% growth in the prior three months. A surge in computing costs also…

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