Anthropic tear sheet
As of · $ per million tokens · times UTC · frontierterm.com/labs/anthropic/tear-sheet
Anthropic thesis (frontierterm.com/theses/anthropic): bullish, 9 claims, 9 holding.
API prices
List price on each vendor’s standard tier. Batch, long-context, promo-window, and cached-only prices are left out here. They’re in the full catalog.
| Class | Model | In | Out | Last change |
|---|---|---|---|---|
| Flagship | claude-opus-5-5source 1 | $4.00 | $20.00 | Listed 2026-09-22 |
| Balanced | claude-sonnet-5-5source 1 | $2.00 | $10.00 | Edited 2026-10-07, same price |
| Economy | claude-haiku-5-5source 1 | $0.10 | $0.50 | Listed 2026-10-09 |
Disclosed revenue
| Period | Revenue |
|---|---|
| nine months to 2026-09-30, unaudited | $33.2Bsource 2 |
| half to 2026-06-30, unaudited | $16.3Bsource 3 |
| year to 2025-12-31 | $4.58Bsource 2 |
| nine months to 2025-09-30, unaudited | $2.54Bsource 2 |
Demand, hiring, incidents
- OpenRouter share of all tokens
- −0.8 pp on 7 days before6.0%source 6
- Every provider’s tokens counted, 2026-10-31 to 2026-11-06.
- Open roles
- +31 in 30 days676source 7
- Physical infrastructure: 32, +4 in 30 days.
- Incidents, 30 days
- 13 in the 30 days before11source 8
- None open now.
Hyperscaler filings
Each line is the filer’s own number
| Line | Period | As filed |
|---|---|---|
| Amazon: Upward marks on the Anthropic preferred stock | 9 months to 2026-09-30 | $62.8Bsource 4 |
| Amazon: Financing Amazon makes available to Anthropic, maximum, after the period end | at 2026-04-29 | $20.0Bsource 5 |
| Amazon: Commitment Anthropic added to Amazon’s backlog | quarter to 2026-06-30 | $100Bsource 4 |
| Amazon: Financing Amazon makes available to Anthropic, maximum | at 2026-06-30 | $20.0Bsource 4 |
| Amazon: Financing available to Anthropic now | at 2026-06-30 | $15.0Bsource 4 |
| Amazon: Anthropic shares held | at 2026-09-30 | 164,000,000 sharessource 4 |
Alphabet’s Anthropic stake isn’t in its filings. EDGAR full-text search finds no Alphabet 10-Q or 10-K that mentions Anthropic (checked 2026-11-04), and no XBRL fact names it. The 10-Q for the quarter to 2026-09-30 describes “our investment in one private company” without naming it. We don’t attach that to Anthropic.
Newest alerts
Notable and critical, newest first
| Date | Severity | Alert |
|---|---|---|
| 2026-11-03 | critical | Anthropic, PBC S-1: price range still blanksource 3 frontierterm.com/alerts/fe0326ba… |
| 2026-11-02 | notable | Anthropic opens a cluster of Compute roles on power, gas supply and data center capacitysource 7 frontierterm.com/alerts/67358284… |
| 2026-11-02 | critical | Anthropic, PBC S-1/A (Amendment No. 1): $33,242 million revenue for the nine months ended 2026-09-30; price range still blanksource 2 frontierterm.com/alerts/b8f60167… |
| 2026-10-27 | notable | Anthropic posts a major incident on Claude API (api.anthropic.com): "Elevated errors for Claude Sonnet 5.5"source 9 frontierterm.com/alerts/1d1c34d0… |
| 2026-10-27 | notable | Anthropic status page posts a major-impact incident on Claude API (api.anthropic.com): "Elevated errors for Claude Sonnet 5.5"source 9 frontierterm.com/alerts/159e8796… |