OpenAI ARR Tracking Reaches $50.44B

$HOOD Kalshi is taking market share from Robinhood Consumer usage share: Robinhood: 51.8% Kalshi: 43.0% Polymarket: 5.2%

$FFIV F5 active accounts are up 45% YoY in October, following 52% growth in September

$BROS Dutch Bros September 2026 Maps Tracking: • Monthly reviews: 8,097 • Total review volume: +12.9% YoY • Comparable-location reviews: −12.0% YoY • Average rating: 4.18/5 • Rating change: −0.12 stars YoY

$NFLX Netflix usage growth turned negative in Q3 Our tracking fell from +6.4% YoY in early July to −6.6% by late September, a 13-point decline

$META Muse Wonder’s spend within our tracking is 2.2× Muse Spark 1.3’s at the same stage after launch

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.