Anthropic turns profitable but could go back into losses: Seaport analyst

Seaport Research Partners Senior Analyst Jay Goldberg joins Yahoo Finance Markets and Data Editor Jared Blikre to discuss Anthropic's (ANTH.PVT) operating profit, which he views as likely temporary, and its complicated relationship with Amazon (AMZN) and Google (GOOG) (GOOGL) as a customer propping up their cloud AI revenue, Video Transcript 00:00 Speaker A I want to talk about operating profit because on that metric they have just turned green. In fact, almost a billion dollars there. This goes back to 20 uh quarter one, Q1 of 2025, but uh does that extend into the future? You know, what does your crystal ball say there or do you just not have enough information? 00:23 Speaker B Well, we we have some inkling.