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Anthropic

Financial analysis and earnings reports for Anthropic, PBC (ANT), the AI model developer

November 8, 20266 min read

Amazon Q3 2026: AWS Lifts Operating Income 61% as Free Cash Flow Turns Negative

Amazon's Q3 2026 operating income rose 61% on AWS's 39% growth, but $77.3B of capex drove free cash flow to about -$33.5B, funded by $48.1B of new debt.

Mike Thrift

amazonopen-ledgerfinancial-analysis

November 2, 202612 min read

Anthropic IPO Filing: Q3 Compute Grew Faster Than Revenue, With $895B Committed

Anthropic's S-1/A shows Q3 revenue up 47% to $16.96B while compute rose 77%, turning a profit into a $567M operating loss against $895B of signed commitments.

Mike Thrift

anthropicopen-ledgerfinancial-analysis

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