Citrini Analyst: Anthropic's Growth Has Clearly Slowed, ARR Up Only 1.8% Quarter-over-Quarter

Odaily News: Citrini analyst Jukan, citing TickerTrends data, stated that as of September 24, Anthropic's annualized recurring revenue (ARR) stood at approximately $76.8 billion, up only 1.8% quarter-over-quarter; during the same period, OpenAI's ARR was approximately $50.44 billion, up 13.4% quarter-over-quarter.

Jukan believes that even based on the above estimates, Anthropic's growth rate has clearly slowed, and OpenAI's growth rate has likewise decelerated. However, he also questioned the reliability of the relevant TickerTrends data.