Sources: Anthropic expects 2028 revenue to reach $190 billion to $200 billion
- PANews, citing Jin10, reported that 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 company’s $47 billion annualized revenue disclosed in May.
- Four sources said bankers and investors are using enterprise value-to-revenue multiples based on forecasts to value Anthropic.
- The use of revenue multiples is common for high-growth software companies that have not yet built a mature profit model.
- The report said extending valuation forecasts as far as two years out is unusual, reflecting Anthropic’s rapid expansion and the challenge of valuing a company still investing heavily in AI infrastructure.
PANews reported, citing Jin10 and people familiar with Anthropic’s finances, that the company expects 2028 revenue of roughly $190 billion to $200 billion. The forecast is much higher than the $47 billion annualized revenue Anthropic disclosed in May.
The report said bankers and investors are using enterprise value-to-revenue multiples based on forecasts to value the company. That approach is common for fast-growing software companies that have not yet established a mature profit model.
The article said it is unusual to extend forecasts that far into the future, underscoring both Anthropic’s rapid growth and the difficulty of setting a valuation benchmark for a company still investing heavily in AI infrastructure. The development could be viewed as mildly positive for sentiment toward AI-related stocks, while having no direct impact on crypto or gold and foreign exchange markets.
消息人士称：Anthropic预计2028年营收将达1900亿至2000亿美元
PANews援引金十及接近Anthropic财务状况的人士称，该公司预计2028年营收约为1900亿至2000亿美元。这个预测远高于Anthropic今年5月披露的470亿美元年化营收。
报道指出，银行家和投资者正在根据营收预测，使用企业价值/营收倍数来为该公司估值。对于尚未形成成熟盈利模式的高增长软件公司，这种估值方法较为常见。
文章还称，将预测延伸到这么远并不常见，这既反映出Anthropic业务增长很快，也说明其仍在大量投入AI基础设施，估值基准较难确定。对市场而言，这一消息对AI相关股票情绪可能略偏利好；对加密货币、黄金和外汇市场则没有直接影响。