Anthropic Research
Experiments
97 publications from anthropic.com/research. 5 featured, 15 with dates, 36 categorized across 6 categories.
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Earnings-reviewer — Pre-print brief for an enterprise SaaS Q1
claude-haiku-4-5
user ▸ Produce a 4-bullet pre-print brief: consensus vs. whisper, net retention, AI monetization, bear thesis.
• Consensus vs. whisper — street EPS is $0.42 with buy-side whispers near $0.46, so a print below $0.44 triggers immediate guide-down pricing. • Net retention — NRR has slipped 110bps over the last two prints; another step-down through 115% invalidates the durable-growth narrative. • AI monetization — investors want a hard number on AI-attached ACV; commentary without a dollar figure will be read as a soft miss. • Bear thesis — federal contract concentration plus the looming GSA renewal is the swing factor; unfavorable renewal language could compress NTM revenue ~3%.
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Source: DOM extraction from anthropic.com/research. Older entries lack date/category metadata — these fields were not rendered in the publications list for entries beyond the top ~15.