Anthropic's annual recurring revenue soars to $19 billion, with strong performance from Claude Code

LootboxPhobia · 2026-03-05T02:54:35+00:00

Anthropic expects annual revenue to exceed $19 billion, with an additional $6 billion in February, driven by the widespread adoption of its AI products. Although the company is valued at $380 billion and performs well in task automation, conflicts with the Pentagon could impact its business. The CEO expressed hope to find a solution with the Department of Defense.

LootboxPhobia

2026-03-05 02:54:35

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Investing.com - Anthropic is expected to achieve over $19 billion in annual revenue, with $6 billion added in February alone. CEO Dario Amodei confirmed this news at the Morgan Stanley TMT Conference.

This forecast has more than doubled the company’s operating revenue compared to the end of last year. The new annual recurring revenue target has significantly increased from $9 billion at the end of 2025 to approximately $14 billion a few weeks ago.

Bloomberg News first reported on this development.

The growth in operating revenue is attributed to the widespread adoption of Anthropic’s AI models and products, including its coding tool Claude Code.

Currently valued at $380 billion, Anthropic is experiencing strong momentum this year. The company’s products have gained attention for helping automate tasks, including Claude Code.

However, conflicts with the Pentagon over AI security safeguards have cast a shadow over Anthropic’s business. Last Friday, Defense Secretary Pete Hegseth announced that the AI developer was designated as a supply chain risk enterprise, a title usually reserved for companies from countries considered adversaries of the U.S. This move came after Anthropic requested restrictions on the Pentagon’s use of its AI technology for surveillance and autonomous weapons systems. Hegseth’s statement aims to cut off sales between Anthropic and the U.S. government and other companies.

According to investor Brad Gerstner, Amodei stated at the event: “We believe in America, we believe in helping defend our country… We will continue to work with the Department of Defense to find solutions.”

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