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Anthropic reports 31x quarterly revenue growth in S-1 filing, Ivana Delevska notes

Anthropic reports 31x quarterly revenue growth in S-1 filing, Ivana Delevska notes
Anthropic files S-1 and shares revenue data

Anthropic has filed its S-1 registration to list on Nasdaq under the ticker ANT.

Ivana Delevska, founder and CIO at SPEAR Invest, highlighted data from the filing including quarterly revenue growth of approximately 31 times, from $376 million in the first quarter of 2025 to $11.6 billion in the second quarter of 2026. Over the same period, compute and infrastructure costs increased about sixfold, reaching $5.6 billion.

Delevska has previously analyzed major product launches and revenue shifts in the technology sector. She reported that CXMT plans to launch DDR5 by year end, noting potential impact on the DRAM market. In a separate note, she covered MRVL’s increased revenue targets for fiscal 2028 and its $400 billion market projection by 2030.

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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