Anthropic to show Q3 financials to investors on Oct 14 (CNBC)
Partly confirmed
The takeaway
On Oct 13, 2026 CNBC reported, citing two unnamed people, that Anthropic will disclose its third-quarter financials for the first time at a meeting with institutional investors at its San Francisco headquarters on Wednesday Oct 14.
Status
- Claim
Partly confirmed
- Our reporting
- Medium confidence
- Importance
- 3 of 5
- Last verified
- 13 October 2026
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Key facts
- CNBC (Oct 13): ‘Anthropic plans to disclose its third-quarter financials for the first time at a meeting with potential investors on Wednesday’; the numbers go ‘to a group of institutional investors, according to two people familiar with the matter’. ‘Bloomberg first reported that the meeting was happening. Anthropic declined to comment.’
- Valuation and revenue (CNBC, unnamed people familiar with the plans): ‘Anthropic is plowing ahead with what could be a $2 trillion listing based on its latest reported revenue numbers, which could top $100 billion by the end of this year’. CNBC does not say whether this is recognised revenue or an annualized run rate
- Listing date: Anthropic ‘filed confidentially with the Securities and Exchange Commission earlier this year but has not made its S-1 financials public. The company will list in November, according to Reuters, but people familiar with the plans could not confirm a listing date.’
- Open accounting question (CNBC): after OpenAI gave investors a $50 billion revenue number that ‘stripped out revenue from cloud partners’ (the widely reported figure had been $70 billion), ‘it’s unclear if Anthropic will account for sales in the same manner and include partner revenue’
- Market backdrop (CNBC): chip stocks fell on Oct 13 after Broadcom CEO Hock Tan said access to capital could become the biggest constraint on AI companies as interest rates rise; ‘bankers are closely watching investor appetite for growth and AI stocks’
- 21shares Anthropic Synthetic ETP (ticker CLAU) began trading on Oct 13 on the Vienna MTF of Wiener Börse. It holds no Anthropic shares: it uses total return swaps tied to the Kaiko Anthropic USD Reference Rate, whose daily price comes from Anthropic perpetual futures on Binance. Total expense ratio 1%, exit fee 2% (Cryptoprowl via Yahoo Finance, from the issuer’s announcement)
- 21shares calls it Europe’s first ETP with ‘continuous, unleveraged exposure to Anthropic’s implied valuation before an IPO’
- MNX, a crypto exchange built on the MegaETH blockchain by former Manifold executives, went live on Oct 13 with futures on OpenAI, Anthropic, DeepSeek and Moonshot that expire at the end of 2027, with up to 3x leverage and no US customers; it raised $6.4M in June in a round led by Village Global (CoinDesk). OKX and Bitget already list similar contracts
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- These products track derivative prices, not Anthropic’s shares; CoinDesk notes that settlement prices ‘may differ from the prices investors would pay for private shares’
- Context from the leaked prospectus, repeated in a Motley Fool piece on Oct 13: 2025 revenue of $4.6B, a net loss of $42B of which about $34B was an accounting charge, and an operating loss of about $8B
What happened
CNBC reported on Oct 13 that Anthropic will give a group of institutional investors its third-quarter numbers on Oct 14, at the investor meeting Bloomberg first reported on Oct 1. It would be the first disclosure of Q3 figures. The sources are two unnamed people; Anthropic declined to comment. No figures were published in advance. CNBC’s own framing of the stakes is a listing that “could be” worth $2 trillion and revenue that “could top $100 billion by the end of this year”, both attributed to unnamed people familiar with the plans.
CNBC ties the timing to the week before, when a report that OpenAI’s revenue figure was $50 billion and not the $70 billion widely cited (the lower figure leaves out revenue booked by cloud partners) pulled down chip stocks and the Nasdaq. Whether Anthropic counts partner revenue the same way is not known.
Two financial products tied to Anthropic’s pre-IPO valuation started trading the same day. 21shares listed a synthetic ETP (CLAU) in Vienna that follows a reference rate built from Anthropic perpetual futures on Binance. MNX, a new crypto exchange, opened dated futures on four private AI companies. Neither gives ownership of Anthropic shares.
Why it matters
The Q3 numbers will be the first hard data since the leaked prospectus, which covered 2025. They will show how Anthropic counts revenue sold through cloud partners, the question that moved markets when OpenAI answered it a week earlier. The new derivative products show retail demand for exposure to a company that has not yet published an S-1.
Not verified: the figures themselves (none are public), the listing date, and the 21shares details beyond the issuer’s
announcement as relayed by a crypto news site. The outcome of the Oct 14 meeting is tracked in
data/upcoming/2026-10-14-anthropic-pre-ipo-investor-day.md.
Sources
7 sources from 5 sites. Numbers match the chips in the text.
7 sources: 6 press, 1 reaction
Press
- CNBC: Anthropic to disclose new revenue numbers as AI lab financials become central to tech tradecnbc.com, press
- Bloomberg (Oct 1): Anthropic is said to plan pre-IPO investor day as listing nearsbloomberg.com, press
- Cryptoprowl via Yahoo Finance: 21shares launches first Anthropic ETP in Europe ahead of its IPOfinance.yahoo.com, press
- CoinDesk: New crypto exchange takes on OKX, Bitget with unique way to trade AI giantscoindesk.com, press
- The Motley Fool via Yahoo Finance: Anthropic’s IPO could value it at $2 trillion even as its losses hit $42 billionfinance.yahoo.com, press
- Quartz: Anthropic Q3 financials investor meeting ahead of IPO (not read, 403)qz.com, press
Reactions
Changes
- Filed (CNBC read in full, Quartz and Benzinga rewrites not readable)