Simon Willison highlights Anthropic's revenue calculation method, which multiplies the last 28 days of consumption-based sales by 13 and adds it to 12 times the monthly subscription revenue. This approach, while straightforward, may oversimplify revenue projections in the AI sector, where customer usage can fluctuate significantly. The method's effectiveness hinges on stable consumption patterns, which are not guaranteed in a rapidly evolving market. As AI companies strive for financial transparency, such metrics could face scrutiny for their potential to mislead investors.
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Anthropic defines its run-rate revenue calculation method, reports say
Anthropic's revenue projection method combines consumption-based and subscription sales, according to Simon Willison's report.
AIpressr commentary on an article originally published by Simon Willison.
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Read the original article at simonwillison.net →Source: Simon Willison, simonwillison.net — May 31, 2026
“Anthropic defines 'run-rate revenue' in two parts. Use the last 28 days of sales from customers charged on a consumption basis and multiply it by 13. Then, multiply the monthly subscription take by 12, and add the two together.”
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