According to CoinMeta, in the roadshow video released on November 10th, IPO disclosed that the company believes it can achieve an adjusted operating margin of 35% or more in the long term, which is higher than the 15% in the third quarter of 2026. However, no specific timeline for achieving this goal was provided. Chief Financial Officer Krishna Rao stated that the company plans to improve its long-term cost structure by enhancing the efficiency of computing power, increasing the proportion of directly leased chips and data centers, and expanding the business of inference services. The proportion of computing and infrastructure expenditures to revenue is targeted to be reduced from 58% in the third quarter to 45% to 50%. The proportion of sales, marketing, and partner expenses is also planned to be lowered from 14% to 7% to 10%. As of the end of September, there were over 11,900 corporate customers that contributed more than $100,000 in revenue to Anthropic in the past 12 months, including over 1,900 customers that contributed more than $1 million and approximately 250 customers that contributed more than $10 million. The net revenue retention rate for corporate customers is around 900%.