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Anthropic revised ARR count after excluding Meta and China, Gavin Baker notes

Anthropic revised ARR count after excluding Meta and China, Gavin Baker notes
Anthropic revises ARR, excludes Meta deals

Gavin Baker, CIO at Atreides Management, shares speculation about Anthropic's recent accounting changes in a pre-IPO context.

He notes that Anthropic has shifted from gross to net annual recurring revenue (ARR) reporting and removed both Meta and Chinese distillation contributions from its $65 billion ARR figure. According to Baker, Meta alone was speculated to contribute over $5 billion to ARR before its exclusion.

Earlier this year, Gavin Baker reported that Anthropic was losing market share to OpenAI, Grok, and open source competitors despite strong growth. Baker has also commented on major capital movements in the industry, including Ken Griffin’s reduction of the SALP portfolio by $180 billion. These observations provide context for Anthropic’s current adjustments to its financial disclosures.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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