Anthropic says up to 7% of revenue came from users later deemed rule-breakers

In total, Anthropic's revenue for the nine months of 2026 reached $33.242 billion. The company explains that detecting violations, conducting investigations, and taking response measures take time, which is why payments from such users are included in total revenue prior to their accounts being blocked or restricted. Anthropic does not specify which countries these customers are from or what the violations entailed. In a September report, the company listed unauthorized resale of access and the use of accounts in unsupported countries, including Russia, China, and Iran, among the signs of potential abuse.

As stated in the prospectus, Anthropic tightened enforcement of its rules in August and September. In October, according to media reports, Claude accounts were blocked en masse for users from Russia. The company warned investors that these measures could affect revenue and its growth rates, but did not provide an estimate of this effect.

In addition, Anthropic has modified its rules regarding which countries its products are available in. Starting November 12, 2026, the ban depends not only on where a user is located: it also applies to companies registered in an unsupported country, as well as entities directly or indirectly owned or controlled by its residents. An employee of such a company cannot use Claude even from an authorized country, while an employee of a company from an authorized region loses access while in an unsupported country, including during a short business trip. The rules apply to Claude, Claude Code, Cowork, APIs, and models available via cloud platforms and official resellers.