# Anthropic reports $11.5 billion Q2 2026 revenue with first operating profit

> Anthropic told investors it pulled in $11.5 billion in revenue in the second quarter of 2026, up roughly 130 percent from the same period a year earlier, when the figure was $787 million. The company also reported its first positive operating profit, $559 million, which it says arrived about two years ahead of its own internal forecasts. The numbers land against a backdrop of enormous compute spending across the industry, where most frontier labs are still deeply unprofitable. Turning an operating profit while scaling that fast is the sort of result that reframes the debate over whether the leading AI firms can ever cover their costs. Anthropic is now projecting a $26 billion revenue run rate by the end of the year and has floated figures as high as $34.5 billion for 2027. Whether those targets hold, the Q2 print suggests demand for Claude is accelerating rather than plateauing, and it strengthens the company's hand in a market where capital and compute increasingly decide the winners.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: CNBC · Published Tuesday, August 18, 2026_

## Wortins' read

Anthropic told investors it pulled in $11.5 billion in revenue in the second quarter of 2026, up roughly 130 percent from the same period a year earlier, when the figure was $787 million. The company also reported its first positive operating profit, $559 million, which it says arrived about two years ahead of its own internal forecasts. The numbers land against a backdrop of enormous compute spending across the industry, where most frontier labs are still deeply unprofitable. Turning an operating profit while scaling that fast is the sort of result that reframes the debate over whether the leading AI firms can ever cover their costs. Anthropic is now projecting a $26 billion revenue run rate by the end of the year and has floated figures as high as $34.5 billion for 2027. Whether those targets hold, the Q2 print suggests demand for Claude is accelerating rather than plateauing, and it strengthens the company's hand in a market where capital and compute increasingly decide the winners.

## Source

[Read the full story at CNBC](https://www.cnbc.com/2026/08/15/anthropic-revenue-jumps-to-over-11point5-billion-in-q2-report.html)

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