|
| ▲ | tedd4u an hour ago | parent | next [-] |
| "Anthropic told investors that it will profit on a measure called adjusted operating income. "According to the report, adjusted operating income excludes stock-based compensation, which is not unusual for technology companies. However, the report also quotes its gross margins - above 80% - exclude revenue shared with distribution partners, as well as the cost of training its models." From
https://www.morningstar.com/news/marketwatch/2026091414/the-... |
| |
| ▲ | trog an hour ago | parent | next [-] | | I wonder how they account for free credits given in this spend. We got given US$5k free API credits from them a couple months ago and even accounting for our Claude Code subscription spend, I think we're still ahead overall - they haven't made any money from us! And they just gave us another few hundred bucks a month of API credit as part of our subscription. | |
| ▲ | an hour ago | parent | prev [-] | | [deleted] |
|
|
| ▲ | rhdunn an hour ago | parent | prev | next [-] |
| How so? Can you link to the numbers? Antropic's revenue is up [1], [2], [3] and if you calculate adjusted operating income (by excluding most expenses like training costs) then by that measure it is profitable. However, if you factor in all the numbers it is operating at a loss. [1] https://finance.yahoo.com/technology/ai/articles/anthropic-v... [2] https://fortune.com/2026/09/29/anthropic-leaked-ipo-prospect... [3] https://www.cnbc.com/2026/10/15/anthropics-third-quarter-rev... |
|
| ▲ | layoric 2 hours ago | parent | prev | next [-] |
| Source? Only reports I’ve seen was they were profitable for one month in last quarter due to xAI discount of renting out colossus . Be interested to learn otherwise. |
|
| ▲ | lbrito 15 minutes ago | parent | prev | next [-] |
| That's factually incorrect, and shouldn't be allowed here. |
|
| ▲ | YmFzZTY0ZGFkZHk 2 hours ago | parent | prev | next [-] |
| Profitable as in after expenses. https://youtu.be/T-oXyXwD6sE?si=tauzXVyGmQ6MhI_5 |
|
| ▲ | tracerbulletx an hour ago | parent | prev | next [-] |
| “I think that, every time you see the word EBITDA, you should substitute the words "bullshit earnings.”
― Charles T. Munger And what they're reporting is adjusted even further than EBITDA |
|
| ▲ | surgical_fire 2 hours ago | parent | prev | next [-] |
| We're talking about being actually profitable, not fake profitable. |
|
| ▲ | adammarples 2 hours ago | parent | prev [-] |
| Yes when you subtract expenses and capex |
