Anthropic tells investors it expects a second straight profitable quarter, FT reports

13 Sep 2026: The Financial Times reported Anthropic told investors adjusted operating income will be positive for a second consecutive quarter. Reuters carried the FT report the same day. Anthropic has not issued a public confirmation.

13 Sep 2026: The Financial Times reported that Anthropic told investors — Reuters’ same-day pickup says shareholders — that adjusted operating income will be positive for a second consecutive quarter, citing multiple people with knowledge of the matter. That dated FT dispatch, with Reuters’ same-day carry, is the filing event. This is anonymous-sourced reporting. Anthropic has not issued a public confirmation. This desk does not treat the tip as a company announcement, an audited close, or GAAP net income.

The metric, as the reports frame it, is adjusted operating income / profit. Secondary write-ups of the FT say the adjusted figure excludes exceptional or one-time costs, including stock-based compensation. File that as the reported definition of the adjustment — not as a GAAP profit, not as a disclosed dollar amount, and not as a completed audit.

Reports say gross margin exceeds about 80% before distribution-partner revenue sharing — Reuters’ FT pickup names Amazon — and before model-training costs. File the ~80% line with that caveat. This desk does not invent a post-sharing margin, a training-cost dollar figure, or a revenue number.

REPORTED here: the Financial Times’ 13 Sep piece, plus Reuters’ same-day pickup citing multiple people with knowledge of the matter. NOT claimed: a profit dollar amount, revenue, an audited close, an IPO valuation, a raise size, or a ticker. Distinct from the already-filed anthropic-nasdaq-ipo.

Same-day Tier-B finance tip that Claude’s parent says adjusted operating profit is positive for a second straight quarter — material for IPO scrutiny; REPORTED with clear FT attribution.