10月26日，据彭博社报道，Anthropic周一向美国证券交易委员会提交了首次公开招股(IPO)申请，距离成为首家以开发最先进AI模型为主要业务的上市公司又近了一步。根据Anthropic提交的S-1文件，该公司预计将在纳斯达克全球精选市场开始交易，股票代码为“ANT”。Anthropic已于6月秘密提交了上市申请。
Anthropic
招股书
文件显示，高盛集团、摩根士丹利担任Anthropic上市主承销商。
财务情况
招股书显示，Anthropic在2026年上半年营收为163亿美元，较上年同期的11.6亿美元增长1304%；2025年全年，Anthropic营收为45.9亿美元，同比增长1089%。
2026年上半年，Anthropic净亏损807亿美元，较上年同期的净亏损129亿美元扩大526%；2025年全年，Anthropic净亏损大约419亿美元，较2024年的净亏损83亿美元扩大405%。
财务情况
该公司一直主要专注于企业市场。招股书显示，Anthropic的净收入留存率达到900%。这一指标衡量的是公司留住现有客户并随着时间推移提高这些客户支出的能力。
Anthropic表示，截至2026年9月30日的九个月里，没有任何单一客户贡献的营收占公司总营收的比例超过10%。今年第三季度，前五大客户以外的其他客户贡献了79%的营收。
股权结构
Anthropic的创始人们位居最大个人股东之列，占据了通常由大型投资机构把持的位置。
根据文件，除了拥有或控制2.45亿股A类股的CEO达里奥·阿莫代伊(Dario Amodei)外，达里奥的妹妹丹妮拉·阿莫代伊(Daniela Amodei)、汤姆·布朗(Tom Brown)、杰克·克拉克(Jack Clark)、贾里德·卡普兰(Jared Kaplan)、萨姆·麦坎德利什(Sam McCandlish)和克里斯托弗·奥拉(Christopher Olah)各持有超过2亿股A类股。
文件显示，阿莫代伊兄妹和另外5名联合创始人将是Founder LLC的“全部成员”，该实体将持有已发行股份50.1%的投票权。
持股情况
Anthropic表示，该公司采用了一种新颖的资本和公司治理结构，“在上市公司中没有直接先例”。
招股书称：“我们的治理结构可能会降低公司收到未经主动征求的合并提议、主动发起的收购要约，或通过代理权争夺罢免董事的可能性。因此，我们的治理结构可能使更换董事和管理层变得更加困难，也可能导致股东失去以高于当前市场价格的溢价出售股票的机会。”
Anthropic最早将于11月9日当周正式启动IPO推介活动，最早于感恩节前一周在公开市场上市交易。
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On 26 October, according to Bloomberg, the United States Securities and Exchange Commission submitted its first public offer application, a step closer to becoming the first listed company to develop the most advanced AI model as its main business. According to the S-1 document submitted by Anthropic, the company is expected to start trading in NASDAQ's global niche market with the stock code “ANT”. Anthropic filed an application for listing in confidence in June.
Anthropic
Stock calls
According to the document, the Goldman Sachs Group, Morgan Stanley, is the main vendor for Anthropic.
Financial situation
According to the equity book, Anthropic received $16.3 billion in the first half of 2026, an increase of 1304 per cent over the previous year ' s equivalent of $1.16 billion; throughout 2025, Anthropic received $4.59 billion, an increase of 1089 per cent over the same period.
In the first half of 2026, there was a net loss of $80.7 billion for Anthropic, an increase of 526 per cent over the previous year ' s net loss of $12.9 billion for the same period; throughout 2025, there was a net loss of approximately $41.9 billion for Anthropic, an increase of 405 per cent over the net loss of $8.3 billion in 2024.
Financial situation
The company has focused mainly on the business market. Anthropic ' s net income retention rate was 900 per cent, according to the book of admissions. This indicator measures the ability of companies to retain existing clients and to increase their spending over time.
Anthropic states that, for the nine months to 30 September 2026, no single client contribution represented more than 10 per cent of the total company receipts. In the third quarter of this year, 79 per cent of receipts were received from clients other than the top five clients.
Equity structure
The founders of Anthropic were among the largest individual shareholders and occupied positions usually held by large investment agencies.
According to the document, in addition to the CEOario Amodei, which owns or controls 245 million units in Group A, Dario ' s sister Daniela Amodei, Tom Brown, Jack Clark, Jared Kaplan, Sam McCandlich and Christopher Olah each hold over 200 million units in Group A.
The document indicates that the Amodei brothers and sisters and five other co-founders will be “all members” of the Foundation LLC, which will hold 50.1 per cent of the voting rights in the issued shares.
Shareholding
Anthropic states that it has adopted an innovative capital and corporate governance structure “there is no direct precedent for listed companies”.
The equity book states: “Our governance structure may reduce the likelihood that companies will receive uninvolved proposals for mergers, offer offers for acquisitions or compete for the removal of directors through agency power. Therefore, our governance structure may make it more difficult to replace directors and management and may result in shareholders losing the opportunity to sell stocks at premiums above current market prices.”
Anthropic will officially launch the IPO launch as early as the week of November 9, and will be traded on the open market as early as the week before Thanksgiving.
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