According to Bloomberg, there are significant differences in the revenue reporting standards of OpenAI and Anthropic, making it difficult to directly compare their announced annual revenues. Anthropic includes total sales generated through cloud service partners like Amazon in its revenue, while OpenAI only confirms its net income share from partners such as Microsoft. Neither company has disclosed standardized financial statements, making it challenging for investors to accurately gauge the actual business scale. Sources indicate that OpenAI expects its actual revenue for the full year 2026 to be around $35 billion, which is about half of its year-end target of $70 billion in annualized revenue. Documents seen by Bloomberg show that Anthropic's actual revenue for 2025 is approximately $4.6 billion, while its announced annualized revenue at that time exceeded $9 billion. Analysts point out that annualized revenue is typically extrapolated from short-term performance or contract value and should not be equated with actual revenue recognized for the full year.
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Concerns Arise Over Revenue Reporting Differences Between OpenAI and Anthropic
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