Citrini analysts say that Anthropic's growth has slowed, with a quarter-on-quarter ARR increase of only 1.8%

Citrini analyst Jukan cited Anthropic-related data from TickerTrends and expressed doubts. The data shows that as of September 24, 2026, Anthropic's annual recurring revenue (ARR) is approximately $76.8 billion, with a quarter-over-quarter increase of only 1.8%; OpenAI's annual recurring revenue is approximately $50.44 billion, with a quarter-over-quarter increase of 13.4%.

Jukan believes that even based on this set of data, Anthropic's growth rate has clearly declined, OpenAI's growth is also slowing down, and he questions the reliability of TickerTrends data.