Sources: OpenAI generated ~$5.7B in revenue in Q1, ~$1B more than Anthropic; its adjusted operating income margin was -122%, and ChatGPT user growth stalled
OpenAI generated about $5.7 billion in revenue in the first quarter, nearly $1 billion more than archrival Anthropic generated in the same period, according to two people with knowledge of the financials.
The Information Sri Muppidi
Related Coverage
- Why AI Profitability Belongs To Enterprise, Not Consumer Scale Forbes · Paulo Carvão
- Anthropic's “Profitability” Swindle Ed Zitron's Where's Your Ed At · Ed Zitron
- Anthropic on track for first profitable quarter Financial Times · George Hammond
- Anthropic says it's about to have its first profitable quarter TechCrunch · Lucas Ropek
- Anthropic set to hit $10.9 billion in revenue during second quarter, source says CNBC · Ashley Capoot
- Inside Anthropic's Push Toward Profitability—and the 1 Big Hurdle Ahead Inc.com · Moses Jeanfrancois
- Anthropic estimates show US$559 million operating profit on US$10.9 billion quarter DigiTimes
- The A.I. Race to Go Public New York Times
- Anthropic nears first quarterly profit, pays SpaceX $1.25B monthly Yahoo Finance · Cris Tolomia
- Anthropic Targets First Profit as Revenue Hits $10.9B WinBuzzer · Markus Kasanmascheff
- Anthropic is reportedly about to have its first profitable quarter Engadget · Mariella Moon
- Wall Street thinks there's a chance the S&P 500 could push 20% higher by 2027 Fortune · Eleanor Pringle
- Two hours that changed AI Axios · Zachary Basu
- Anthropic on Pace for First Profitable Quarter as Revenue Surges Bloomberg · Shirin Ghaffary
- Why AI Profitability Belongs To Enterprise, Not Consumer Scale Forbes
- OpenAI tops Anthropic revenue by $1 billion in first quarter even as user growth stalls Crypto Briefing · Estefano Gomez
- Stocks gain and oil dips as traders evaluate US-Iran deal progress Sherwood News · Tasha Matsumoto
- Investor disclosures: Anthropic says it expects to generate $10.9B in revenue in Q2, up 127% from $4.8B in Q1, and turn a $559M operating profit, its first ever Wall Street Journal · Berber Jin
- Anthropic's revenue nears $45B, surpasses OpenAI's $25B Crypto Briefing · Estefano Gomez
Discussion
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NewsMax.com
NewsMax.com
on x
Anthropic Revenue Set to Double to $10.9 Billion
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@ryxcommar
@ryxcommar
on x
This is what happens when you stop building tools for nerds (claude code) and start building tools for the real economy (claude in microsoft office)
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@reedalbergotti
Reed Albergotti
on x
Oops! Anthropic was too conservative and has found itself in the unenviable position of being profitable. Scoop from @berber_jin1. Hopefully it can go back to losing money later this year. [image]
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@pitdesi
Sheel Mohnot
on x
Anthropic exp $10.9B Q2 revenue, up from $4.8B in Q1, and $559M of operating profit for the Q. Compute is 56 cents per dollar of revenue, lower than I expected. Q2 projection: $10.9B revenue -$6.1B compute -$2.7B sales & marketing -$1.5B other costs =$559M operating income [image…
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@dkthomp
Derek Thompson
on x
Anthropic just had a profitable quarter at a $44 billion annual run rate with a fairly enormous compute shortage that's forced them to ration service and pushed some customers (perhaps just in the short term) into the arms of competitors. I don't think it's crazy to think their …
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r/technology
r
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Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter
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r/neoliberal
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Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter
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r/Economics
r
on reddit
Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter (Paywall free link in comments)
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r/aiwars
r
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WSJ: Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter
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r/Anthropic
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on reddit
Anthropic just had its first profitable quarter
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r/accelerate
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on reddit
WSJ: Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter
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r/BetterOffline
r
on reddit
WSJ: “Mind-Blowing Growth Is About to Propel Anthropic Into Its First Profitable Quarter”
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r/singularity
r
on reddit
Anthropic is officially set to be profitable as of Q2 2026