Anthropic posts first quarterly profit amid $11.5 billion revenue surge

Anthropic, the artificial intelligence company behind the Claude models, has reported its first-ever quarterly profit alongside a dramatic surge in revenue for the second quarter of 2026, marking a significant financial milestone for the AI industry. According to preliminary figures first reported by Bloomberg, the company brought in over $11.5 billion in revenue, a fourteenfold increase from the same period a year earlier. This performance also included a positive adjusted operating income, a notable achievement in a sector where many leading firms continue to operate at a loss.

The financial results exceeded the company's own earlier projection of at least $10.9 billion in revenue for the quarter. The growth trajectory has been steep, with revenue more than doubling the $4.73 billion recorded in the first quarter of 2026. This surge has propelled the company's annualized run-rate revenue to approximately $46 billion, closely aligning with metrics disclosed during a $65 billion funding round in May that valued Anthropic at $965 billion.

Enterprise adoption has been the primary engine of this expansion. Developers and large organizations are paying premium rates for Anthropic's...