Quoting Karen Kwok for Reuters Breakingviews
· Source: Simon Willison
Anthropic has defined a method to calculate its “run-rate revenue” in two parts. First, it takes the sales of the last 28 days from customers who pay according to their consumption and multiplies them by 13. Then, it multiplies monthly subscription revenue by 12 and adds the two results. This approach has been revealed through a person familiar with the matter. The way artificial intelligence companies, such as Anthropic, calculate their revenue can be complex and subject to interpretation. This news is significant because it shows how AI companies may have different methods for calculating their revenue, which can impact the perception of their financial performance and ultimately influence investor and analyst decision-making. Clarity in how revenue is calculated is crucial for an accurate assessment of the performance of these companies.
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