@tickerplus

Turning consumer and business behavior into alpha Inquiries: [email protected] Research: https://xitter.cf/t.co/FZdL5MaQd3 Platform: https://xitter.cf/t.co/4dWj3PD4H7

 Dallas, Texas
tickertrends.io/
Joined August 2022
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3.4KMedia
Replying to @tickerplus
OpenAI ARR Tracking Reaches $50.44B
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$BROS Dutch Bros September 2026 Maps Tracking: • Monthly reviews: 8,097 • Total review volume: +12.9% YoY • Comparable-location reviews: −12.0% YoY • Average rating: 4.18/5 • Rating change: −0.12 stars YoY
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$NFLX Netflix usage growth turned negative in Q3 Our tracking fell from +6.4% YoY in early July to −6.6% by late September, a 13-point decline
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The Financial Times reports Anthropic generated $16.8B in Q3 revenue, up from $11.5B in Q2 While revenue continues to climb, quarterly growth has slowed, from 143% in Q2 to 46% in Q3
Financial Times
@FTOct 14
Anthropic revenue jumps to $16.8bn in third quarter ft.trib.al/lvCLXoo

Anthropic tells investors quarterly revenue up nearly 50% to $16.8bn ahead of IPO

Rapid growth is slower than some anticipated as fears about AI trade rattle markets

ft.com
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Note here: blog.tickertrends.io/p/anthr…

Anthropic’s Q3 Revenue Growth Slowed, Consistent With TickerTrends’ ARR Tracking

Reported quarterly revenue growth decelerated from 145% in Q2 to 45% in Q3, alongside moderating growth in TickerTrends’ tracked annualized revenue

blog.tickertrends.io
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$META Muse Wonder’s spend within our tracking is 2.2× Muse Spark 1.3’s at the same stage after launch
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On September 29, OpenAI was reported to be nearing $70B in annualized revenue. Our tracking showed $50.44B at the time, well below that figure. Today, the Financial Times reports OpenAI told investors it was approaching $50B in September. Note: blog.tickertrends.io/p/ticke…
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TickerTrends 🔬 retweeted
TickerTrends 🔬
@tickerplusSep 29
OpenAI ARR Tracking Reaches $50.44B
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TickerTrends OpenAI ARR Tracking reported $50.44B at the end of September
TickerTrends 🔬
@tickerplusSep 29
Replying to @tickerplus
OpenAI ARR Tracking Reaches $50.44B
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B2B software spending panel, Oct. 4–7: 746 observed transactions Anthropic/Claude: 133 purchases, $50.7K OpenAI/ChatGPT: 79 purchases, $32.9K Anthropic led both purchase count and recorded spend
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Claude enterprise adoption tracking has slowed at Microsoft and Meta. TickerTrends’ three-month average of monthly Claude observations fell -72% at Microsoft $MSFT and -59% at Meta $META from April to September.
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We tracked 433 AI agent tasks across 342 samples Here's how usage compares across agents:
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Anthropic ARR Tracking Reaches $76.8B
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more replies
Link here: blog.tickertrends.io/p/opena…

OpenAI and Anthropic ARR Tracking

TickerTrends now tracks OpenAI at $50.44B and Anthropic at $76.8B in annualized revenue run-rate.

blog.tickertrends.io
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Tracking of GitHub commit-message mentions shows Claude Opus up 91.1% and GPT-6 down 42.1% in the week ending Sep 27. Claude Opus mentions were up 114.0% over 14 days.
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$FSLY: TickerTrends’ Fastly Hosted Websites tracker reached 73.8% YoY growth in the latest week, the highest reading in the series since October 2022. Growth has accelerated 72.1 percentage points since the start of 2026.
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Tools people switched from or used less after moving to Muse: 1. OpenAI tools 2. Google / Gemini 3. Claude
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Note here: blog.tickertrends.io/p/meta-…

Meta Muse: Switching Reports and Task Activity

TickerTrends tracks which tools people say they are leaving for Muse and what they are using it to do.

blog.tickertrends.io
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