Anthropic Hikes 2026 Revenue Forecast 20% but Delays When It Will Go Cash Flow Positive

Anthropic has hiked its revenue forecasts for the next several years, projecting that sales will quadruple this year to as much as $18 billion and will hit $55 billion next year. It is aiming to shrink the revenue gap with OpenAI, its older archrival.

The revenue projections, which haven’t previously been reported, are significantly higher than the ones Anthropic made last summer. But expenses, including those from training and running its AI models, are also growing more quickly, outstripping revenue. As a result, Anthropic has delayed when it expects to be cash flow positive to 2028, a year later than its previous projections, according to the forecasts. That extra cash burn could weigh on investors’ minds ahead of its public offering, which investment bankers expect could happen as soon as late this year.