IPO: Anthropic schreibt wieder Verluste – bei geringerer Marge
Das KI-Unternehmen hat seinen Börsenprospekt um weitere Zahlen ergänzt. Während der Umsatz sich verzwölffacht hat, sind auch Ausgaben und Nettoverlust deutlich gestiegen.
San Francisco - Anthropic has updated its prospectus for the third quarter, providing figures that explain why the company, behind the AI Claude, continues to attract investor enthusiasm despite failing to fully dispel existing doubts. The company's revenue jumped from $11.6 billion to $17 billion within three months, twelve times more than the previous year's quarter.
However, Anthropic fell back into an operating loss, reporting a loss of $567 million for the quarter, after it recorded its first operating profit of $974 million in the second quarter.
The prospectus cites two reasons for the setback. First, Anthropic bought short-term computing power worth $5 billion due to the surge in demand that exceeded the long-term capacity booked. Such capacity costs "significantly more" than multi-year contracts. Second, the company spent $2 billion on a program where all shares that employees want to donate for a charitable cause are matched by the company in equal amounts. This was accounted as an expense without any money flowing out yet.
Despite these additional costs, the operating margin has declined from 19% to 15% due to the expensive extra capacity. If this expense and the employee donations were not accounted for, the adjusted operating profit would have been $2.5 billion.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
