The SEC filing index lists Anthropic’s amended Form S-1/A as filed on November 2, 2026. CNBC and Reuters reported that the amendment adds $16.962 billion in third-quarter revenue and $33.242 billion for the nine months ended September 30, alongside updated loss figures and a large schedule of compute and infrastructure commitments. The SEC index
November 2 amendment adds third-quarter results
The amendment gives investors a newer financial snapshot of Anthropic as it pursues a proposed public offering. Revenue for the three months ended September 30 was $16.962 billion; revenue for the full nine-month period was $33.242 billion, according to CNBC and Reuters’ reports on the filing.
Revenue growth stayed high as sequential growth slowed
Anthropic’s reported Q3 revenue was up 1,127% from the same quarter a year earlier. Quarter over quarter, growth was about 47%, down from 144% in Q2, Reuters reported. Those comparisons use different baselines: the year-over-year figure compares Q3 with Q3 a year earlier, while the sequential figure compares Q3 with Q2.
| Reporting period | Revenue | Year-over-year growth |
| Three months ended September 30, 2026 | $16.962 billion | 1,127% |
| Nine months ended September 30, 2026 | $33.242 billion | 1,206% |
Net loss and operating loss describe different results
Anthropic reported a $104 billion net loss for the nine months ended September 30, including $94.3 billion in fair-value changes on convertible notes, derivative liabilities and SAFEs, CNBC reported. For Q3, the reported net loss was $23.29 billion, including $21.9 billion in noncash fair-value losses. The quarter’s operating loss was $567 million. Net loss includes accounting changes in the value of financial instruments; it is not the same measure as operating loss or cash spent on operations.
Compute commitments span several time horizons
CNBC and Reuters reported that the amendment disclosed about $895.4 billion in aggregate committed spend under purchase commitments and leases, substantially all related to compute and infrastructure. The reported schedule includes amounts expected in different time windows:
| Commitment measure | Reported amount | Timing |
| Aggregate committed spend | Approximately $895.4 billion | Purchase commitments and leases; substantially all for compute and infrastructure |
| Amount expected before December 31, 2030 | Approximately $447.5 billion | Before the end of 2030 |
| Amount in the following 12 months | Approximately $69.8 billion | The 12 months after September 30, 2026 |
The timing figures describe portions of the aggregate commitment schedule, not additional amounts to add to its total.
Anthropic’s proposed listing
Anthropic’s October 26 announcement described a proposed Class A common stock offering on the Nasdaq Global Select Market under the intended ticker ANT. Anthropic’s announcement presents the offering as a proposal, not a completed listing. For background on earlier valuation expectations, see NeoTeo’s previous coverage of Anthropic’s proposed IPO.
