AI 导读
FT 报道称，Anthropic 预计在计划中的 IPO 前连续第二个季度实现调整后营业利润。其 Q2 收入超过 $11.5B，是去年同期上一季度的 14 倍，ARR 到 July-26 已达 $65B。公司报告的毛利率超过 80%，但该口径不含模型训练成本以及与 Amazon 等分销商分享的收入。
推荐理由
转述 FT 报道的 Anthropic 财务口径，读者可了解其 IPO 前的收入、ARR 与毛利率剔除项。
正文
FT just reported Anthropic expects a second straight quarter of adjusted operating profit before its planned IPO.
Anthropic had already posted positive adjusted operating income in Q2 after revenue topped $11.5B, which is 14X the previoius quarter of last year.
ARR reached $65B by the end of July-26.
Its reported gross margin above 80%, but excludes model-training costs and revenue shared with distributors including Amazon, leaving major AI cost buckets outside that figure.
来源：@rohanpaul_ai · x.com