BlockBeats news, September 29 — Citrini analyst Jukan cited Anthropic-related data from TickerTrends and expressed doubts. The data shows that as of September 24, 2026, Anthropic's annualized recurring revenue (ARR) was approximately $76.8 billion, up only 1.8% month-over-month; OpenAI's ARR was approximately $50.44 billion, up 13.4% month-over-month.Jukan believes that even based on this set of estimates, Anthropic's growth rate has clearly declined, and OpenAI's growth is also slowing, and questioned the reliability of TickerTrends' data.
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Citrini's view: Anthropic's growth has clearly slowed, with ARR rising only 1.8% quarter over qua...
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