ChainCatcher report: Citrini analyst Jukan, citing Anthropic-related data from TickerTrends, expressed skepticism. The data shows that as of September 24, 2026, Anthropic’s annualized recurring revenue (ARR) was approximately $76.8 billion, with only a 1.8% sequential increase; OpenAI’s annualized recurring revenue was approximately $50.44 billion, with a 13.4% sequential increase. Jukan believes that even based on this data, Anthropic’s growth has clearly slowed, and OpenAI’s growth is also decelerating, raising questions about the reliability of TickerTrends’ data.
Citrini Analyst Questions Anthropic's Growth; ARR Rises 1.8% QoQ
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Summary
Citrini analyst Jukan cited on-chain data showing Anthropic's ARR at $76.8 billion as of September 24, 2026, up 1.8% QoQ. OpenAI's ARR stood at $50.44 billion, rising 13.4% over the same period. Jukan questioned the reliability of the figures and highlighted a slowdown in growth. On-chain data suggests Anthropic is falling behind OpenAI. Inflation data for the sector remains a key watchpoint.
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