Citrini analyst Jukan cast doubt on TickerTrends data tied to Anthropic, while citing figures that compare the revenue pace of Anthropic and OpenAI. 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 listed at roughly $50.44 billion, with a 13.4% sequential increase. Jukan said that even if the figures are used as a rough estimate, Anthropic’s growth has already slowed markedly, and OpenAI’s expansion is also losing speed. He also raised questions about how reliable the TickerTrends data is. The remarks were cited in a ChainCatcher newsflash under the technology category.
ChainCatcher reported that Citrini analyst Jukan cited TickerTrends data related to Anthropic but said he had doubts about it.
The figures show that as of Sept. 24, 2026, Anthropic’s annual recurring revenue (ARR) was about $76.8 billion, up 1.8% from the prior period. OpenAI’s ARR was about $50.44 billion, rising 13.4% over the same comparison period.
Jukan said that even using this set of figures as an estimate, Anthropic’s growth has slowed significantly, while OpenAI’s growth is also decelerating. He also questioned the reliability of the TickerTrends data.
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