OpenAI ARR Tracking Reaches $50.44B

On September 29, OpenAI was reported to be nearing $70B in annualized revenue. Our tracking showed $50.44B at the time, well below that figure. Today, the Financial Times reports OpenAI told investors it was approaching $50B in September. Note: blog.tickertrends.io/p/ticke…

TickerTrends OpenAI ARR Tracking reported $50.44B at the end of September

B2B software spending panel, Oct. 4–7: 746 observed transactions Anthropic/Claude: 133 purchases, $50.7K OpenAI/ChatGPT: 79 purchases, $32.9K Anthropic led both purchase count and recorded spend

Claude enterprise adoption tracking has slowed at Microsoft and Meta. TickerTrends’ three-month average of monthly Claude observations fell -72% at Microsoft $MSFT and -59% at Meta $META from April to September.

We tracked 433 AI agent tasks across 342 samples Here's how usage compares across agents:

Tracking of GitHub commit-message mentions shows Claude Opus up 91.1% and GPT-6 down 42.1% in the week ending Sep 27. Claude Opus mentions were up 114.0% over 14 days.

$FSLY: TickerTrends’ Fastly Hosted Websites tracker reached 73.8% YoY growth in the latest week, the highest reading in the series since October 2022. Growth has accelerated 72.1 percentage points since the start of 2026.

On September 1, TickerTrends flagged that $FIG Figma Enterprise MCP retention was materially lagging retention across Figma’s core Enterprise platform Since we published the research to KPI Tracking clients, $FIG shares have declined 14%

$U TickerTrends B2B data shows 4 companies were first observed using Unity Ads in June 2026, the strongest month for new company additions in 2026: Refinery89 — June 1 Almedia — June 2 Underdog Fantasy — June 23 Mode Mobile — June 30

Codex is ahead of Claude Code across Reddit For the week ending Sept. 13, r/Codex recorded 2.3× as many posts, 2.2× as many comments, 2.4× the net post votes and 2.3× the net comment votes as r/ClaudeCode

TickerTrends B2B adoption data shows Palantir activity growing fastest MoM at Accenture Federal (≈+21.6%) Anduril (≈+20.0%) Booz Allen (+11.0%) Guidehouse (+10.5%) Anduril also led WoW growth at ≈+4.7%

We’ve published our latest weekly ARR tracking for OpenAI Codex, Anthropic Claude Code, and OpenAI Ads, updated through September 7 Email admin@tickertrends.io to request access