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TickerTrends Launches Weekly ChatGPT Ads ARR Tracking

Beginning in September, subscribers will receive an updated reading on OpenAI’s advertising annualized revenue run rate every Wednesday.

Aug 31 • TickerTrends

Codex Pulls Ahead as B2B Adoption Accelerates

TickerTrends data shows OpenAI’s Codex gaining momentum while Claude Code’s year-over-year adoption growth has declined sharply over the past three…

Aug 26 • TickerTrends

OpenAI and Anthropic Model Usage in GitHub Commits

New TickerTrends GitHub commit data highlights accelerating GPT-5.6 adoption and shifting model usage across OpenAI and Anthropic.

Aug 26 • TickerTrends

Tracking OpenAI and Anthropic Adoption Within Major Enterprises

TickerTrends is expanding its enterprise adoption tracking across AI platforms and other software products

Aug 21 • TickerTrends

Claude Code Reaches $15.1B in Tracked ARR as Codex Climbs to $8.8B

Claude Code remains 1.71 times larger by tracked ARR, while Codex continues to grow at a faster recent rate

Aug 18 • TickerTrends

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

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

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