Turning consumer behavior into alpha Inquiries: admin@tickertrends.io Research: Blog.TickerTrends.io Platform: TickerTrends.io
Dallas, Texas
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Claude Code vs. OpenAI Codex tracked ARR:
Claude Code: $15.12B
Codex: $8.83B
Gap: $6.30B
Relative size: 1.71x
Codex is growing faster, while Claude Code remains larger by tracked ARR.
Full update: blog.tickertrends.io/p/claud…
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$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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$U TickerTrends B2B data shows 4 companies were first observed using Unity Ads in June 2026, the strongest month for new company additions in 2026:
Refinery89 — June 1
Almedia — June 2
Underdog Fantasy — June 23
Mode Mobile — June 30
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Codex is ahead of Claude Code across Reddit
For the week ending Sept. 13, r/Codex recorded 2.3× as many posts, 2.2× as many comments, 2.4× the net post votes and 2.3× the net comment votes as r/ClaudeCode
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TickerTrends B2B adoption data shows Palantir activity growing fastest MoM at
Accenture Federal (≈+21.6%)
Anduril (≈+20.0%)
Booz Allen (+11.0%)
Guidehouse (+10.5%)
Anduril also led WoW growth at ≈+4.7%
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We’ve published our latest weekly ARR tracking for OpenAI Codex, Anthropic Claude Code, and OpenAI Ads, updated through September 7
Email admin@tickertrends.io to request access
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TickerTrends’ Higgsfield B2B adoption rose 9.4% MoM. September vs. August: activity +31.5%; active accounts +63.6%.
Retention: 51.1% expanding, 7.2% stable, 27.4% declining, 14.3% dormant. Recent/repeat-active: 61.2%/32.1%, down 6.9pp/5.5pp MoM.
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$HOOD Robinhood Prediction Markets usage peaked in early August before cooling 23.3% over four weeks in TickerTrends data.
Our tracker has a 0.77 correlation with monthly event contracts traded.
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OpenAI’s public GitHub engineering output accelerated in August: 3.96M lines changed and 3,543 commits vs. Anthropic’s 1.32M and 2,785.
Public GitHub repository activity provides a directional "proxy" for engineering productivity.
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$LULU TickerTrends trackers showed broad QoQ deceleration in Lululemon.
In Q2 FY26,
checkout activity decel 28.8pp
consumer interest decel 20.2pp
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Anthropic Fable 5.1 is seeing materially weaker initial traction than Fable 5.
Across the first 48 hours, OpenRouter token usage was down -66.6%, while TickerTrends social post tracking was down -56.3% versus the Fable 5 launch.
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$TTWO On August 30, TickerTrends tracked:
643 PS5 units sold
$51,400 in gross revenue
Approximately 57% of the June peak
Daily updates will be available to TickerTrends KPI Tracking Suite subscribers starting tomorrow.
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OpenAI’s ChatGPT ads business has reached a $1B annualized run rate.
TickerTrends data shows ARR growing:
• 33.5% MoM
• 4.6% WoW
Weekly ChatGPT Ads ARR updates will be available to TickerTrends subscribers.
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$TTWO GTA 6 sentiment has continued to improve following the trailer-driven spike in discussion volume.
TickerTrends post sentiment is now up 84% vs the initial spike, helping validate that reception to the new trailer has strengthened as conversation has developed.
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Five days after TickerTrends data identified Salesforce as the leading enterprise adopter of Claude within our tracked observations, Salesforce and Anthropic announced Claudeforce, a major expansion of their strategic partnership
Salesforce leads major organizations in Claude adoption observations with 690, followed by Microsoft at 374 and NVIDIA at 335. Oracle and Apple rank next with 116 and 115, respectively.
Source: TickerTrends Company Adoption
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Codex B2B adoption continues to accelerate while Claude Code adoption has rolled over.
Over the last 3 months:
Codex: +183 pts
Claude Code: -157 pts
A sharp divergence in enterprise adoption trends between OpenAI and Anthropic.
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Find our note here: blog.tickertrends.io/p/claud…
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