Citrini's view: Anthropic's growth has clearly slowed, with ARR rising only 1.8% quarter-over-quarter.

BlockBeats news, September 29 — Citrini analyst Jukan cited TickerTrends' Anthropic-related data and expressed doubts. The data shows that as of September 24, 2026, Anthropic's annualized recurring revenue (ARR) was approximately $76.8 billion, up only 1.8% month-over-month; OpenAI's ARR was approximately $50.44 billion, up 13.4% month-over-month.

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