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Theo’s T3 Code is up 109% MoM in GitHub stars
Its share relative to Claude Code and Codex tripled from 5.25% to 15.87%
T3 Code is an open-source app for running and managing AI coding agents like Claude Code and Codex
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Anthropic’s October ARR topped $80B, per WSJ, consistent with TickerTrends tracking
We tracked $82.33B as of Oct. 30, up 7.2% from our Sept. 24 weekly release
$GOOG Google results with AI Overviews have lower click-through rates than the organic search average
September 2026:
• Desktop: 14.8% vs 19.4%
• Mobile: 20.9% vs 35.7%
AI Overviews rose from 23.7% to 58.7% of tracked US desktop keywords since January
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$RDDT’s usage weakened in Q3
Our consumer usage tracker averaged −2.5% YoY versus +0.9% in Q2, ending September at −4.3%
$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
The Financial Times reports Anthropic generated $16.8B in Q3 revenue, up from $11.5B in Q2
While revenue continues to climb, quarterly growth has slowed, from 143% in Q2 to 46% in Q3
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$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:
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OpenAI ARR Tracking Reaches $50.44B
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
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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.
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We tracked 433 AI agent tasks across 342 samples
Here's how usage compares across agents:
OpenAI ARR Tracking Reaches $50.44B
Anthropic ARR Tracking Reaches $76.8B
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.
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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, $FIG shares have declined 14%
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$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
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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
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