Data-driven Insight on Companies & Consumer Trends, TickerTrends

TickerTrends

Data-driven Insight on Companies & Consumer Trends

Private Capital Markets

<ul>
<li>The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected organizations over time.</li>
<li>These observations provide a consistent measure of how frequently adoption evidence is appearing within each company.</li>
<li>Salesforce currently has the largest number of cumulative Claude adoption observations among the organizations shown, reaching 690 observations as of August 21, 2026.</li>
</ul>


The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected organizations over time.
These observations provide a consistent measure of how frequently adoption evidence is appearing within each company.
Salesforce currently has the largest number of cumulative Claude adoption observations among the organizations shown, reaching 690 observations as of August 21, 2026.


Tracking OpenAI and Anthropic Adoption Within Major Enterprises

Private Markets, Angel and Secondary Investing, Sacra

Sacra

Private Markets, Angel and Secondary Investing

Bringing transparency to private markets so investors, founders, and employees can build on conviction. Sacra delivers deeply researched insights on the private companies shaping tomorrow's markets. By surfacing the data, context, and operator perspective that are missing from private markets today, we help secondary buyers and sellers price equity accurately and unlock liquidity for the people building these businesses.

<ul><li>Mem0 raised $24 million across two rounds announced in October 2025.</li><li>The Python package has accumulated over 14 million downloads, reflecting broad adoption across the developer ecosystem.</li><li>In May 2025, AWS selected Mem0 as the exclusive memory provider for its Agent SDK (Strands).</li></ul>

Mem0 raised $24 million across two rounds announced in October 2025.The Python package has accumulated over 14 million downloads, reflecting broad adoption across the developer ecosystem.In May 2025, AWS selected Mem0 as the exclusive memory provider for its Agent SDK (Strands).

<ul><li>Sacra estimates that Perplexity hit $750M in annualized revenue in August 2026, up from $232M at the end of 2025.</li><li>Perplexity was valued at $20B after raising $200M in a round announced in September 2025.</li><li>Perplexity operates on a tiered subscription model.</li></ul>

Sacra estimates that Perplexity hit $750M in annualized revenue in August 2026, up from $232M at the end of 2025.Perplexity was valued at $20B after raising $200M in a round announced in September 2025.Perplexity operates on a tiered subscription model.

<ul><li>Sacra estimates that Micro1 hit $1B in annualized revenue in October 2026.</li><li>In September 2025, Micro1 raised a $35M Series A led by 01 Advisors at a $500M valuation.</li><li>Micro1 is broadening its customer base from AI labs to Fortune 1000 companies developing proprietary copilots and internal AI systems.</li></ul>

Sacra estimates that Micro1 hit $1B in annualized revenue in October 2026.In September 2025, Micro1 raised a $35M Series A led by 01 Advisors at a $500M valuation.Micro1 is broadening its customer base from AI labs to Fortune 1000 companies developing proprietary copilots and internal AI systems.

<ul><li>Sacra estimates that Deepgram hit $100M in annual recurring revenue (ARR) in August 2026, with the company announcing the milestone alongside the launch of its Flux TTS model.</li><li>Deepgram was valued at $1.3B following its $130M Series C round led by AVP in January 2026.</li><li>Deepgram has tailwinds from the rapid adoption of voice AI technology and has the opportunity to grow and expand into adjacent markets like healthcare transcription, education accessibility, and enterprise AI integration.</li></ul>

Sacra estimates that Deepgram hit $100M in annual recurring revenue (ARR) in August 2026, with the company announcing the milestone alongside the launch of its Flux TTS model.Deepgram was valued at $1.3B following its $130M Series C round led by AVP in January 2026.Deepgram has tailwinds from the rapid adoption of voice AI technology and has the opportunity to grow and expand into adjacent markets like healthcare transcription, education accessibility, and enterprise AI integration.

United States

Anthropic, PBC operates as an AI safety and research company. The Company builds reliable, interpretable, and steerable AI systems. Anthropic serves customers in the United States.

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Anthropic (1892140D US)

Tracking OpenAI and Anthropic Adoption Within Major Enterprises

The charts below show the cumulative number of TickerTrends observations associated with Claude, ChatGPT, and Codex adoption within selected...

TickerTrends

Primer: Mem0 - 24 Aug 2026

Memory infrastructure API for AI agents to recall and learn from user interactions

Sacra

Primer: Perplexity - 24 Aug 2026

AI-powered search tool for answering complex, multi-sentence queries with cited summaries

Sacra

Primer: micro1 - 21 Aug 2026

Marketplace matching AI labs with pre-vetted domain experts for RLHF tasks

Sacra

Primer: Deepgram - 20 Aug 2026

APIs for speech-to-text, text-to-speech, and real-time voice understanding

Sacra

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