Analysts estimate that Anthropic will generate approximately $19.3 billion in revenue in the fourth quarter of 2026, another record, although the company has not officially confirmed the forecast. This figure would represent an increase of about 14% from the roughly $17 billion recorded in the third quarter and nearly 950% growth year over year. The annualized revenue rate would reach about $77 billion, down from a peak of $81 billion at the end of October. The decline is expected to reflect the usual holiday slowdown in enterprise usage and recent price cuts, which had an estimated $600 million impact on third-quarter revenue. As Anthropic prepares for an IPO, it will need to show that revenue growth can support its infrastructure commitments, which exceed $895 billion.
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