ChatGPT’s development is beginning to taper off, in line with new information from market intelligence agency Sensor Tower. Right now, the OpenAI-owned AI chatbot stays the chief within the house, accounting for 50% of worldwide downloads on cell units and 55% of the worldwide month-to-month energetic customers. Nevertheless, Google’s Gemini has begun to outpace ChatGPT when it comes to obtain development, development of month-to-month energetic customers, and development of time spent in app, the agency discovered.
Over time, that elevated tempo of adoption might assist Gemini slim the hole with ChatGPT. That’s one thing OpenAI is now anxious about, as its latest “code red” memo indicated. The missive, penned by OpenAI CEO Sam Altman, instructed employees to concentrate on enhancing the corporate’s AI merchandise, significantly in areas like personalization, reliability, picture technology, and extra.
When wanting on the latest information, it’s clear the race is just not over but: each ChatGPT and Gemini proceed to see sizable development.
ChatGPT has seen its international month-to-month energetic customers climb by 180% year-over-year as of November 2025, whereas Gemini’s month-to-month energetic customers are up 170%.
However the brand new information signifies that ChatGPT’s international month-to-month energetic customers solely grew by round 6% from August to November, to succeed in roughly 810 million. (The month-to-month energetic consumer numbers within the above chart are rounded, the agency notes.) This determine might counsel the AI chatbot is nearing market saturation, Sensor Tower says.
In the meantime, Google’s Gemini’s international month-to-month energetic customers jumped by round 30% throughout the identical time-frame, as the discharge of its new picture technology mannequin, Nano Banana, drove elevated adoption.
As well as, the report famous that round 2 occasions extra U.S. Android customers now interact with Gemini immediately by means of the Android working system in contrast with utilizing the standalone Gemini cell app. This might present Google with a aggressive benefit within the international market, the place Android dominates, because it means Gemini isn’t constrained to solely getting used inside a cell app or internet interface.
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Gemini can also be rising its share of the general AI chatbot market in comparison throughout all prime apps like ChatGPT, Copilot, Claude, Perplexity, and Grok. Over the previous seven months (Could-Nov. 2025), Gemini elevated its share of worldwide month-to-month energetic customers by 3 proportion factors, the agency estimates.
However ChatGPT noticed its share of worldwide month-to-month energetic customers drop 3 proportion factors over the previous 4 months (Aug.-Nov. 2025), by comparability.
Challenges from Perplexity and Claude may additionally be impacting ChatGPT, as each rivals noticed triple-digit development for his or her respective chatbots in 2025, with the previous up 370% year-over-year, and the latter up 190%.
ChatGPT additionally noticed its international downloads develop by 85% year-over-year as of November, however this lagged the general cohort’s common development of 110%.
Perplexity and Gemini noticed the most important development, up 215% and 190% year-over-year, respectively.
Lastly, Gemini app customers’ time spent within the app has greater than doubled over the previous few months, Sensor Tower stated. As of November, Gemini customers have been spending 11 minutes per day within the app, up 120% from March. That is probably as a result of recognition of its picture technology mannequin, Nano Banana, in September.
ChatGPT’s customers’ every day time spent solely elevated by 6% throughout the identical time-frame. Plus, ChatGPT customers’ time spent was down 10% in November, in contrast with July.
Whereas the present information signifies Google might be catching up with the market chief, a lot of its latest good points should do with the success of Nano Banana. OpenAI might velocity up development once more with the discharge of its personal new merchandise, in the event that they make an analogous influence.
