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

The Financial Times reported that Anthropic told investors a cleaned-up profit number, called adjusted operating income, will be in the black for a second straight quarter — and Reuters repeated the same unnamed-source tip the same day.

If Anthropic goes public, the first question is whether it makes money. The Financial Times says the company told shareholders a cleaned-up profit number is in the black for a second straight quarter — a tip filed with clear FT attribution, not as a company close.

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. The papers cite multiple people with knowledge of the matter. That FT story, plus Reuters’ same-day carry, is the filing event. This is unnamed-source reporting. Anthropic has not issued a public statement matching the tip.S. Profit number after every expense.

The metric, as the reports frame it, is adjusted operating income, sometimes called adjusted operating profit. Later write-ups of the FT say the adjusted figure leaves out one-time costs, including stock-based compensation — the paper value of employee stock grants. It is not GAAP profit, not a dollar amount, and not a completed audit.

Reports say gross margin — leftover cents on each revenue dollar before many overhead costs — is above about 80% before money shared with distribution partners — Reuters’ FT pickup names Amazon — and before model-training costs, the bill for teaching the next Claude.