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TickerTrends Research

TickerTrends
Tens of paid subscribers

Alternative-data research on public companies, consumer demand, AI adoption, and KPI trends, powered by TickerTrends.

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PricingOnly free issuesPublishesTwice weekly
Issues390Founded3 years agoLast Issue4 days ago
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Latest Issues

TickerTrends Tracked OpenAI Revenue at $50B

On September 29, OpenAI’s annualized revenue was widely reported to be approaching $70B.

Our tracking had it at $50.44B, suggesting the reported figure was significantly overstated.

Today, the Financial Times reports OpenAI told investors...

4 days ago
10

B2B Software Spend Panel

By number of purchases:

  1. Anthropic — 133 purchases, $50,710

  2. Microsoft — 80 purchases, $21,487

  3. OpenAI — 79 purchases, $32,869

  4. Atlassian — 41 purchases, $31,474

  5. Twilio — 38 purchases, $12,960

  6. Cursor — 24 pur...

5 days ago
2

What Are People Using AI Agents For?

We tracked 433 AI agent tasks across 342 reports to understand what people are delegating.

Travel and shopping led the sample, followed by food delivery and recurring bills. Tasks ranged from researching purchases to booking trips, request...

12 days ago
5

OpenAI and Anthropic ARR Tracking

TickerTrends’ latest ARR tracking places OpenAI at $50.44B and Anthropic at $76.8B in annualized revenue run-rate.

OpenAI recorded a 13.4% month-over-month increase, while Anthropic increased 1.8%.

For access, please contact admin@ticke...

14 days ago
16

Claude Opus and GPT-6 diverge in GitHub mentions

In the week ending September 27, Claude Opus mentions rose 91.1% from the prior week, while GPT-6 mentions fell 42.1%.

The Opus move was concentrated in the latest week with the release of Opus 5.5 . Its tracked mentions had risen 11.9% i...

14 days ago
4

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