2026-05-27 06:11 UTC · QUOTES VIA STOOQ
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Data Center segment up 92% YoY; Hyperscale at ~50% of mix; Q1 FY27 adjusted EPS of $1.87 beats consensus $1.76.
Combined deployment covers approximately half a million professional-services employees globally. Procurement clock starts for Deloitte and EY.
Capital intensity at the closed-frontier envelope; headcount reduction concentrated in layers the new infrastructure does not replace.
Packaged workflows and pre-built SaaS connectors take Anthropic into a segment dominated by bundled Microsoft and Google productivity-AI.
May 5 invite-only NYC briefing names five of the largest financial institutions as customers. Claude Opus 4.7 leads Vals AI Finance Agent at 64.4%.