Sources: Anthropic expects 2028 revenue to reach $190 billion to $200 billion
- According to PANews citing Jin10, two people familiar with Anthropic’s finances said the company expects 2028 revenue of about $190 billion to $200 billion.
- That projection is far above the $47 billion in annualized revenue Anthropic said it had reached in May.
- Four sources said bankers and investors are using enterprise value-to-revenue multiples based on forecasts to value the company.
- The report said using revenue multiples is common for high-growth software firms that have not yet established a mature profit model.
- The article said extending valuation forecasts as far as two years out is uncommon, reflecting Anthropic’s rapid expansion and ongoing investment in AI infrastructure.
PANews, citing Jin10 and people familiar with Anthropic’s finances, reported that the company expects 2028 revenue of roughly $190 billion to $200 billion. That figure is well above the $47 billion annualized revenue Anthropic disclosed in May.
The report said bankers and investors are using forecast-based enterprise value-to-revenue multiples to value the company. This approach is described as common for fast-growing software businesses that have not yet settled into a mature profit model.
The article also said it is unusual to stretch valuation forecasts as far as two years ahead. The report framed that as a sign of Anthropic’s rapid growth and the challenge of assigning a valuation benchmark while the company continues to invest heavily in AI infrastructure.
For markets, the information is potentially positive for AI-related stocks and broader AI infrastructure themes, since it points to very large expected revenue growth, though the valuation uncertainty keeps the near-term effect mixed.
消息人士称：Anthropic预计2028年营收将达到1900亿至2000亿美元
PANews援引金十及熟悉Anthropic财务情况的人士报道称，Anthropic预计2028年营收约为1900亿至2000亿美元。这个数字明显高于公司今年5月披露的470亿美元年化营收。
报道说，银行家和投资者正在根据预测数据，使用企业价值与营收倍数来给该公司估值。对于尚未形成成熟盈利模式的高增长软件公司，这种估值方式并不罕见。
文章同时指出，把估值预测延伸到两年后并不常见。报道认为，这反映出Anthropic业务扩张速度很快，同时公司仍在持续投入AI基础设施，估值基准也较难确定。
若从市场角度看，这一消息对AI相关股票和AI基础设施主题可能偏利好，因为它显示出很高的未来营收预期，但估值不确定性也意味着短期影响未必单向。