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Analyst Questions Anthropic Growth as ARR Increases by Only 1.8%

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Analyst Jukan from Citrini has raised concerns regarding Anthropic's growth based on TickerTrends data. As of September 24, 2026, Anthropic's annualized recurring revenue (ARR) reached approximately $76.8 billion, marking a 1.8% quarter-over-quarter increase. In comparison, OpenAI's ARR stood at approximately $50.44 billion with a 13.4% growth rate. Jukan noted that Anthropic's growth has significantly slowed and questioned the reliability of the TickerTrends data.

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Summaries are written by AI from the original article. Not investment advice.

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