ChatGPT’s cellular app progress could have hit its peak, in accordance with a brand new evaluation of obtain tendencies and each day lively customers offered by the third-party app intelligence Apptopia. Its estimates point out that new consumer progress, measured by proportion adjustments in new world downloads, slowed after April. As well as, world each day lively consumer progress has stopped and plateaued in more moderen weeks.
The agency appeared on the world each day lively consumer (DAU) progress and located that the numbers have begun to even out over the previous month or so.
Though October is simply half over, the agency says it’s on tempo to be down 8.1% by way of a month-over-month proportion change in world downloads.
To be clear, it is a have a look at obtain progress, not complete downloads. When it comes to sheer variety of new installs, ChatGPT’s cellular app continues to be doing properly, with thousands and thousands of downloads per day.
Nonetheless, seeing the obtain progress stall can recommend that an app’s general tempo of progress is slowing. In ChatGPT’s case, elevated competitors and adjustments to its AI mannequin’s traits could possibly be responsible.
Diving in deeper, different metrics point out that common time spent per DAU within the U.S., particularly, has dropped 22.5% since July, and common periods per DAU within the U.S. are additionally down by 20.7%.
This means that U.S. customers are spending much less time in ChatGPT’s app and are opening it fewer occasions per day. Consumer churn within the U.S. has additionally dropped and stabilized throughout this time, indicating that the app is now retaining its core customers and seeing fewer who simply drop by briefly to experiment, then abandon the app.
OpenAI didn’t reply to a request for remark.
Past merely reaching its peak, there are different elements that might have performed a task right here. That features not solely competitors from Google’s Gemini, but in addition consumer engagement adjustments following an April replace that was designed to make the chatbot’s AI mannequin much less sycophantic. This continued with the August launch of GPT-5, which was stated to be much less personable, as properly.
Nonetheless, Apptopia notes that ChatGPT’s common time spent per DAU and common periods per DAU metrics have been trending downward earlier than the sharp rise of its competitor, Google’s Gemini, which shot as much as the highest charts in September due to the discharge of Google’s new AI picture mannequin, Nano Banana.
So whereas Gemini’s progress could have influenced a few of the more moderen drops in ChatGPT’s core metrics, it doesn’t clarify the general development, the agency says.
Plus, Apptopia factors out that if solely common time spent per DAU was dropping, however not common periods per DAU, it might have advised that individuals have been getting extra environment friendly with their ChatGPT queries. However since each are on the decline, that’s not the case.
As a substitute, Apptopia says it’s potential that the experimentation section with the ChatGPT app is over, and now it’s changing into part of customers’ each day routines. Individuals are doubtless utilizing the app after they want it or bear in mind to make use of it, as in contrast with the elevated use it noticed when it was nonetheless new.
For OpenAI, which means the corporate must put money into app advertising and marketing or launch new options for it to spice up a few of these core metrics once more, simply as different established cellular apps should do. It will possibly not depend on novelty alone to offer progress.
