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TickerTrends Research

TickerTrends

TickerTrends Research delivers data-driven insights on public companies and consumer trends—powered by real-time search, social, and behavioral data. Stay ahead of what’s moving the market.

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Issues377Founded2 years agoLast Issue5 days ago
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Latest Issues

Codex Pulls Ahead as B2B Adoption Accelerates

OpenAI’s Codex is separating from Anthropic’s Claude Code in B2B adoption.

TickerTrends’ weighted trailing 12-month adoption data shows Codex reaching approximately 550% year-over-year growth in August, up from roughly 365% in May. That re...

5 days ago
4

OpenAI and Anthropic Model Usage in GitHub Commits

TickerTrends has launched a new GitHub Commit Mentions dataset, now available to TickerTrends clients. The dataset tracks model mentions across GitHub commits, providing a view into developer adoption and shifts in model usage over time.

#...

6 days ago
5

Tracking OpenAI and Anthropic Adoption Within Major Enterprises

The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected organizations over time. These observations provide a consistent measure of how frequently adoption...

10 days ago
8
1

Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B

As of August 10, Claude Code’s tracked ARR was $15.12 billion compared with $8.83 billion for OpenAI Codex. The difference between the two products was $6.30 billion, with Claude Code at 1.71 times the tracked ARR of Codex.

The tracked ARR...

13 days ago
6

OpenAI ARR Tracking Reached $44.3B as Bloomberg Reported $40B Run Rate

TickerTrends tracked OpenAI ARR reaching $44.3B as of Aug. 12, up from $42.6B on Jul. 29.

Bloomberg reported OpenAI had surpassed a $40B revenue run rate as of Jul. 31, providing an external reference point for the TickerTrends tracking....

18 days ago
8
1

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