Anthropic estimates policy violations accounted for 5% to 7% of revenue through September

Anthropic said in an S-1 registration statement filed Oct. 26 that customers it later determined had violated its Usage Policy or Commercial Terms accounted for an estimated 5% to 7% of revenue for the nine months ended Sept. 30, 2026. The nine months describe the measurement period, not a recurring schedule for bans. The registration statement says detection, investigation and enforcement take time, so the company recognizes revenue when services are provided before restricting or terminating access.