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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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Latest Issues

OpenAI ARR Growth Accelerated Into July

OpenAI CFO Sarah Friar recently told employees that annualized recurring revenue in July exceeded all of Q2.

Our latest OpenAI ARR read reached $42.6B on July 29, up from $37.3B on June 25 and $33.0B on May 30.

YoY ARR growth accelerated...

13 days ago
8

Anthropic Is Tracking Above OpenAI in ARR, but Its Growth Is Beginning to Decelerate

TickerTrends’ latest private-market tracking puts Anthropic at roughly $74.1 billion in annualized revenue run rate, versus $41.3 billion for OpenAI.

Anthropic is currently tracking at about 1.79 times OpenAI’s ARR, a gap of roughly $32.8...

20 days ago
7

Google Has the Leverage in Reddit’s Data Negotiation

$RDDT sold off after reports that Reddit is reconsidering its Google data partnership as the existing agreement approaches renewal. The agreement, reportedly worth approximately $60 million annually, gives Google access to Reddit content fo...

20 days ago
6

Havaianas Is Becoming a Fashion Brand. Alpargatas Expectations Have Not Caught Up (ALPA3.SA)

Havaianas, owned by Alpargatas, is gaining traction beyond its traditional beachwear positioning as celebrity adoption and the Isabel Marant collaboration push the brand further into everyday fashion. The partnership has positioned its sign...

21 days ago
5

Kimi K3: The Next Major Open-Weight Model Release?

Moonshot AI appears close to releasing Kimi K3, potentially its largest model upgrade to date.

GLM-5.2 was released in June with public weights and a 1 million-token context window. Its strength in coding and long-horizon agent tasks quick...

a month ago
8

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