What happened
Anthropic filed Form S-1/A with the U.S. Securities and Exchange Commission on November 2, 2026, amending the S-1 it filed on October 26. The first filing covered results only through the first half of the year; the amendment adds the third quarter ending September 30, 2026.
The new figures in the filing
Anthropic reports revenue of $17.0 billion for the three months ended September 30, 2026, and $33.24 billion for the first nine months, against $2.55 billion in the same nine months of 2025. It says third-quarter revenue grew 1,127% year over year, while compute and infrastructure expenses grew 382%. The quarterly table shows growth slowing quarter to quarter: revenue rose from $2.04 billion to $4.73 billion in the first quarter (about 132%), to $11.56 billion in the second (about 144%) and to $16.96 billion in the third (about 47%).
The net loss was $23.29 billion in the third quarter and $104.04 billion for the nine months. Most of the nine-month loss comes from net other expense of $102.36 billion, which includes changes in the fair value of convertible notes, derivative liabilities and SAFEs. Anthropic also discloses purchase commitments and leases with an aggregate committed spend of about $895.4 billion, "substantially all of which is related to compute and infrastructure", including about $447.5 billion expected before the end of 2030.
What it means for you
For Claude users, the filing confirms that Anthropic is spending heavily to secure compute for the coming years, which bears on capacity, limits and prices. It does not announce any product or price change.
An S-1 is a registration statement, not a completed listing, and Anthropic can amend it again before any shares are sold. CNBC reported the quarterly figures; the numbers above are taken from the filing itself.
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