Citrini analyst questions data:Anthropic ARR increased by 1.8%、OpenAI growth 13.4%
BIBIBI
AT A GLANCE
The Citrini analyst said that Anthropic growth is slowing, but questioned the reliability of the data cited.
Article
Citrini's view:Anthropic growth has slowed significantly,ARR increased only 1.8%BlockBeats reported that September 29, Citrini analyst Jukan cited TickerTrends'Anthropic related data and expressed doubts. The data shows that as of September 24, 2026，Anthropic annual recurring revenue (ARR) was approximately 76800000000 USD, increasing only 1.8%；OpenAI ARR approximately 50440000000 USD, up 13.4%.
Jukan believes that even based on this data,Anthropic growth has slowed significantly, while OpenAI growth is also slowing, and questioned the reliability of the TickerTrends data.
Original link https://m.theblockbeats.info/flash/369477
Key points
01
As of September 24, 2026，Anthropic annual recurring revenue (ARR) was approximately 76800000000 USD, with quarter-over-quarter growth of 1.8%。
02
As of September 24, 2026，OpenAI ARR approximately 50440000000 USD, with quarter-over-quarter growth of 13.4%。
03
Jukan cited TickerTrends'Anthropic related data and expressed doubts.
04
Jukan believes that, based on this data,Anthropic growth has slowed significantly,OpenAI and growth is also slowing.
AI-assisted interpretation
The following is analysis, separate from reported facts. Verify important claims independently.
ARR is an estimate that annualizes current recurring revenue over 1 years. The data relayed in the report shows that Anthropic's ARR quarter-over-quarter growth rate was lower than OpenAI, but Jukan also questioned the reliability of the TickerTrends data.
Why it matters to readers
If the data is accurate, the two companies show different growth performances; however, the data source and reliability are currently in question, so the competitive landscape cannot be confirmed on this basis.
This is a comparison of revenue growth between two artificial intelligence companies, but the data has not been officially confirmed by the companies concerned.
Risks and unknowns
The report did not specify TickerTrends'ARR calculation methodology, sample scope, or specific source.
Anthropic and OpenAI whether they officially disclosed or confirmed these data was not specified in the original report.
Jukan has questioned the reliability of the TickerTrends data, so the relevant figures still require verification.
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Related concepts
ARR
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