Archive - TickerTrends Research

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

TickerTrends tracking placed OpenAI at $44.3B of annualized revenue run rate by Aug. 12, while Bloomberg reported the company had topped a $40B run rate…

Aug 14 • TickerTrends

Claude Code Continues to Outpace Codex in Enterprise Adoption

TickerTrends tracking shows Claude Code with more than three times as many enterprise accounts and nearly twice the latest weekly additions.

Aug 13 • TickerTrends

CAVA’s New Menu Launches Aren’t Fixing the Demand Slowdown

TickerTrends data shows consumer usage and social momentum continuing to decelerate, while recent product launches have generated only short-lived…

Aug 11 • TickerTrends

July 2026

OpenAI ARR Growth Accelerated Into July

TickerTrends tracking shows OpenAI ARR reaching $42.6B, while YoY growth peaked at 282% during July.

Jul 30 • TickerTrends

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

TickerTrends tracking Anthropic at $74.1B ARR versus $41.3B for OpenAI, with recent data pointing to slowing momentum

Jul 23 • TickerTrends

Google Has the Leverage in Reddit’s Data Negotiation

The market is focused on a $60 million contract. The real battle is over who controls the user, and our data suggests Google still does

Jul 22 • TickerTrends

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

A celebrity-driven flip-flop revival and an Isabel Marant collaboration have pushed Havaianas demand signals to multi-year highs.

Jul 21 • TickerTrends

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

Early tester feedback suggests Moonshot could have another GLM-5.2-type moment, with 133.HK offering the only meaningful listed exposure.

Jul 16 • TickerTrends

Preview - Sinch Positioned for AI-Driven Communications Demand

TickerTrends data points to improving activity across Sinch’s communications infrastructure funnel as AI-native customer interactions expand

Jul 11 • TickerTrends

$FAST Upward Revenue Revisions Point to Strengthening Demand

TickerTrends forecasts have moved above consensus as Consumer Interest and Cart Activity inflect positive

Jul 8 • TickerTrends

Crocs Sandals Add Momentum to the Demand Recovery

TickerTrends data points to a strengthening Crocs recovery, with sandal momentum emerging as an increasingly important driver within the broader product…

Jul 7 • TickerTrends

Business Tracking With Infinite Coverage

TickerTrends combines the scale of a massive panel, the credibility of expert research, and the speed of real-time digital demand tracking.

Jul 7 • TickerTrends

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