Friday, May 22, 2026 · 2 of 5

1. Anthropic projects first-ever operating profit in Q2 — $10.9B revenue, ~$559M op income

   (WSJ, May 21) — Q2 revenue would more than double Q1's $4.8B; compute-cost ratio drops from 71¢ to 56¢ per dollar of revenue. Claude Code alone passed $1B annualized inside six months.