ChatGPT’s maturation is starting to taper off, according to caller information from marketplace quality steadfast Sensor Tower. Today, the OpenAI-owned AI chatbot remains the person successful the space, accounting for 50% of planetary downloads connected mobile devices and 55% of the planetary monthly progressive users. However, Google’s Gemini has begun to outpace ChatGPT successful presumption of download growth, maturation of monthly progressive users, and maturation of clip spent successful app, the steadfast found.
Over time, that accrued gait of adoption could assistance Gemini constrictive the spread with ChatGPT. That’s thing OpenAI is present disquieted about, arsenic its caller “code red” memo indicated. The missive, penned by OpenAI CEO Sam Altman, instructed unit to absorption connected improving the company’s AI products, peculiarly successful areas similar personalization, reliability, representation generation, and more.
When looking astatine the caller data, it’s wide the contention is not implicit yet: some ChatGPT and Gemini proceed to spot sizable growth.
ChatGPT has seen its planetary monthly progressive users ascent by 180% year-over-year arsenic of November 2025, portion Gemini’s monthly progressive users are up 170%.
Image Credits:Sensor TowerBut the caller information indicates that ChatGPT’s planetary monthly progressive users lone grew by astir 6% from August to November, to scope astir 810 million. (The monthly progressive idiosyncratic numbers successful the supra illustration are rounded, the steadfast notes.) This fig could suggest the AI chatbot is nearing marketplace saturation, Sensor Tower says.
Meanwhile, Google’s Gemini’s planetary monthly progressive users jumped by astir 30% during the aforesaid clip frame, arsenic the merchandise of its caller representation procreation model, Nano Banana, drove accrued adoption.
In addition, the study noted that astir 2 times much U.S. Android users present prosecute with Gemini straight done the Android operating strategy compared with utilizing the standalone Gemini mobile app. This could supply Google with a competitory vantage successful the planetary market, wherever Android dominates, arsenic it means Gemini isn’t constrained to lone being utilized wrong a mobile app oregon web interface.
Techcrunch event
San Francisco | October 13-15, 2026
Gemini is besides expanding its stock of the wide AI chatbot marketplace erstwhile compared crossed each apical apps similar ChatGPT, Copilot, Claude, Perplexity, and Grok. Over the past 7 months (May-Nov. 2025), Gemini accrued its stock of planetary monthly progressive users by 3 percent points, the steadfast estimates.
But ChatGPT saw its stock of planetary monthly progressive users driblet 3 percent points implicit the past 4 months (Aug.-Nov. 2025), by comparison.
Challenges from Perplexity and Claude whitethorn besides beryllium impacting ChatGPT, arsenic some rivals saw triple-digit maturation for their respective chatbots successful 2025, with the erstwhile up 370% year-over-year, and the second up 190%.
Image Credits:Sensor TowerChatGPT besides saw its planetary downloads turn by 85% year-over-year arsenic of November, but this lagged the wide cohort’s mean maturation of 110%.
Perplexity and Gemini saw the largest growth, up 215% and 190% year-over-year, respectively.
Finally, Gemini app users’ clip spent successful the app has much than doubled implicit the past fewer months, Sensor Tower said. As of November, Gemini users were spending 11 minutes per time successful the app, up 120% from March. This is apt owed to the popularity of its representation procreation model, Nano Banana, successful September.
ChatGPT’s users’ regular clip spent lone accrued by 6% during the aforesaid clip frame. Plus, ChatGPT users’ clip spent was down 10% successful November, compared with July.
While the existent information indicates Google could beryllium catching up with the marketplace leader, overmuch of its caller gains person to bash with the occurrence of Nano Banana. OpenAI could velocity up maturation again with the merchandise of its ain caller products, if they marque a akin impact.















English (US) ·