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simonw • yesterday at 10:22 PM • 1 reply • view on HN

That information isn't public, but the closest we can get is from the S-1 telling us that for the nine months ending September 30, 2026, consumption-based (pay-per-token) revenue was $26.3bn, subscriptions were $6.9bn.

Page 140 of https://www.sec.gov/Archives/edgar/data/2130357/000162828026...


Replies

aleqs • today at 12:49 AM

If that information is not public (of course it's not lol), I don't see why you would follow that up with stats that don't actually answer the question and imply they somehow get us closer to the answer...? do you own anthropic stock/options?

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