Citrini analyst Jukan cited TickerTrends data on Anthropic and said he has doubts about the figures. According to the dataset, as of Sept. 24, 2026, Anthropic’s annual recurring revenue, or ARR, stood at about $76.8 billion, up just 1.8% from the prior period. OpenAI’s ARR was about $50.44 billion, with 13.4% sequential growth. Based on those numbers, Jukan said Anthropic’s growth has clearly slowed, while OpenAI’s expansion is also losing pace. He also questioned how reliable the TickerTrends data is. The comments were reported by BlockBeats on Sept. 29.
BlockBeats reported on Sept. 29 that Citrini analyst Jukan cited TickerTrends data related to Anthropic while also casting doubt on it.
The figures showed that as of Sept. 24, 2026, Anthropic’s annual recurring revenue (ARR) was about $76.8 billion, with sequential growth of only 1.8%. OpenAI’s ARR was about $50.44 billion, up 13.4% from the prior period.
Jukan said that even if the estimates are taken at face value, Anthropic’s growth has clearly slowed. He added that OpenAI’s growth is also decelerating, and questioned the reliability of the TickerTrends data.
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