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OpenAI CFO Sarah Friar said July annualized recurring revenue exceeded all of Q2.
Our tracking corroborates that trend: OpenAI ARR reached $42.6B by July 29, while YoY growth peaked at 282% on July 9.
We updated our OpenAI and Anthropic tracking today.
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$COCO We forecasted Q2 revenue more than 2x as accurately as Wall Street. Our estimate of $218.8M came in 1.23% off actual, while the Street's $209.9M consensus missed by 2.89%.
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$RDDT owns the scarcer data. $GOOG controls the larger consumer interface.
Our proprietary usage data shows why that distinction matters, and why Google still holds the stronger near-term negotiating position.
Full note:
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Google $GOOG needs Reddit’s data.
Reddit still needs Google’s distribution.
Our proprietary usage data suggests Google currently has the stronger hand in the $RDDT negotiation.
Full note:
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We’re tracking Anthropic ARR at $74.3B as of July 22, with the pace of growth beginning to slow.
Yipit estimated $69B on July 10 and is expected to update tomorrow. Anthropic has not publicly confirmed a figure since its $47B run-rate disclosure. @jukan05
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$GOOG $GOOGL GCP developer activity is accelerating. Our tracker has YoY growth at +98.3%, the strongest reading in the series, up ~1,100bps in three weeks.
$OTLY We highlighted Oatly to KPI Forecasting Suite clients earlier this quarter, +27% on earnings today!
$OTLY Oatly ran a large advertising campaign with the rollout of their "matcha strawberry" product sku
$SINCH.ST $SINCH TickerTrends forecast Q2 revenue at $714.0M, just 0.77% from actual and nearly 5x more accurate than consensus.
Preview note:
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$RDDT is down as the market debates leverage in the Google deal.
We’ll publish our view today.
The real question: is Google sending users to Reddit, or using Reddit’s content to keep them?
$RDDT down 5% because people think Reddit is walking away from Google? I actually see the opposite. This reads like a company telling Google, “The next contract won’t be $60M buddy” Google needs Reddit’s data 10x more today than it did when they signed the original deal
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$RDDT Reddit is still gaining share in the text based platform market. That gives them leverage, and should be viewed as part of a broader negotiating strategy heading into licensing talks.
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$RDDT down 5% because people think Reddit is walking away from Google? I actually see the opposite. This reads like a company telling Google, “The next contract won’t be $60M buddy” Google needs Reddit’s data 10x more today than it did when they signed the original deal
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$HAS We forecasted Wizards & Digital Gaming revenue over 5x more accurately than Wall Street this quarter. Our estimate of $652.2M came in just 1.75% off the actual, while the Street's $604.8M consensus missed by 8.89%.
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$KLAR Klarna US Consumer Usage YoY growth has cooled sharply from its March peak, but the reported Apple Upgrade partnership could be a meaningful catalyst. Financing across Apple products may help reaccelerate Klarna usage.
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BREAKING: Apple will launch Apple Upgrade next week, an iPhone, iPad, Mac and Apple Watch leasing/subscription program. It’s partnering with Klarna to launch in the U.S. at online and retail stores.
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$GRMN Fitbit has gained considerable share across the fitness tracker market, but Garmin’s new $200 CIRQA launch could test whether that trend is reversible.
Garmin has defended its position against major threats before, including Apple, making this worth watching.
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JUST IN: Garmin just launched a screenless fitness band to go after Whoop.
CIRQA Smart Band is a $200 wearable with NO subscription required.
- Screen free design with a fabric ComfortFit band
- Up to 10 days battery life
- Tracks 80+ activities with automatic activity detection
- Heart rate, Pulse Ox, HRV, skin temperature, stress, sleep tracking, Body Battery & more
- Training Readiness, VO2 Max, Training Status, Recovery Time
- Connected GPS via paired Android or iPhone
- 5 ATM water resistance
Colors: Black, Captain Blue, French Gray & Mauve.
Priced at $199.99 and available to order starting July 24.
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$OTLY Oatly ran a large advertising campaign with the rollout of their "matcha strawberry" product sku
Spencer Pratt entered the LA Mayor race in December and now commands 13.7% of social discussion on the topic - surpassing Karen Bass (9.3%) for the first time.
Bass peaked at 14.4% last July and has been declining since. Nithya Raman sits at 4.5%.
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Spencer Pratt entered the LA Mayor race in December and now commands 8.2% of social discussion on the topic.
Karen Bass is at 9.1% - down from a 14% peak last summer.
Nithya Raman is at 2.5% and growing.
The gap between Pratt and Bass is now under 1pp.
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$SG +8% today following rollout of Wraps - TickerTrends granular social tracking updates daily to quantify impact and popularity
$SG +17% today
TickerTrends TikTok menu discussion tracking showed “wrap” reaching 62% share of total Sweetgreen menu discussion this week, up +62pp YoY and +72% MoM
$UHR.SW Luxury watch secondary-market pricing continues to recover off the 2025 trough.
We highlighted early signs of the turn last year:
$WOSG has since rallied ~24% following earnings.
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$UHR.SW Social media is being flooded with videos of multi-hour lines and “unruly” crowds globally for the Swatch x AP launch, while secondary prices have quickly reached ~6x retail
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$AAPL Mac Mini pricing is running ~10% above year-ago levels as of May 2026.
Average across models:
- May 2026: $602
- May 2025: $546
$UHR.SW Social media is being flooded with videos of multi-hour lines and “unruly” crowds globally for the Swatch x AP launch, while secondary prices have quickly reached ~6x retail
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$UHR.SW TickerTrends believes the Swatch x Audemars Piguet “Royal Pop” launch could surpass the 2022 MoonSwatch collaboration.
Unlike MoonSwatch, Royal Pop introduces a new audience into the Swatch ecosystem.
Note:
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$AKAM TickerTrends data shows sales headcount as a % of total employees has increased for 5 consecutive months, reaching 8.2% vs. 7.6% in Dec ‘24.
Sales headcount is up +9.7% over the same period despite stable total headcount, signaling go-to-market acceleration.
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