# Anthropic tells investors it will be profitable for a second straight quarter

> Anthropic has told investors it expects to be profitable for a second consecutive quarter, according to the Financial Times, with gross margins above 80 percent before accounting for revenue shared with partners and the cost of training new models. For the maker of Claude, that is a pointed data point in an industry where enormous losses are usually treated as the price of staying in the race. The caveat in that sentence matters. Stripping out training costs and partner payouts flatters the picture, and training the next frontier model is precisely the expense that turns a healthy-looking business into a cash furnace. Still, gross margins above 80 percent on the core service suggest the underlying product economics are strong, and that selling Claude to businesses is a genuinely lucrative activity once you set aside the arms race. The timing is not accidental. Anthropic is widely reported to be preparing an IPO, and profitability, even a qualified version of it, is the kind of story that plays well with public-market investors weighing whether any of these labs can stand on their own.

_Section: [Daily AI Updates](https://www.wortins.com/daily-ai) · Source: Techmeme · Published Monday, September 14, 2026_

## Wortins' read

Anthropic has told investors it expects to be profitable for a second consecutive quarter, according to the Financial Times, with gross margins above 80 percent before accounting for revenue shared with partners and the cost of training new models. For the maker of Claude, that is a pointed data point in an industry where enormous losses are usually treated as the price of staying in the race. The caveat in that sentence matters. Stripping out training costs and partner payouts flatters the picture, and training the next frontier model is precisely the expense that turns a healthy-looking business into a cash furnace. Still, gross margins above 80 percent on the core service suggest the underlying product economics are strong, and that selling Claude to businesses is a genuinely lucrative activity once you set aside the arms race. The timing is not accidental. Anthropic is widely reported to be preparing an IPO, and profitability, even a qualified version of it, is the kind of story that plays well with public-market investors weighing whether any of these labs can stand on their own.

## Source

[Read the full story at Techmeme](https://www.techmeme.com/260913/p14#a260913p14)

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