ChatGPT’s user growth has slowed, report finds – TechCrunch
Latest
AI
Amazon
Apps
Biotech & Health
Climate
Cloud Computing
Commerce
Crypto
Enterprise
EVs
Fintech
Fundraising
Gadgets
Gaming
Google
Government & Policy
Hardware
Instagram
Layoffs
Media & Entertainment
Meta
Microsoft
Privacy
Robotics
Security
Social
Space
Startups
TikTok
Transportation
Venture
Staff
Events
Startup Battlefield
StrictlyVC
Newsletters
Podcasts
Videos
Partner Content
TechCrunch Brand Studio
Crunchboard
Contact Us
ChatGPT’s growth is starting to taper off, according to new data from market intelligence firm Sensor Tower. Today, the OpenAI-owned AI chatbot remains the leader in the space, accounting for 50% of global downloads on mobile devices and 55% of the global monthly active users. However, Google’s Gemini has begun to outpace ChatGPT in terms of download growth, growth of monthly active users, and growth of time spent in app, the firm found.
Over time, that increased pace of adoption could help Gemini narrow the gap with ChatGPT. That’s something OpenAI is now worried about, as its recent “code red” memo indicated. The missive, penned by OpenAI CEO Sam Altman, instructed staff to focus on improving the company’s AI products, particularly in areas like personalization, reliability, image generation, and more.
When looking at the recent data, it’s clear the race is not over yet: Both ChatGPT and Gemini continue to see sizable growth.
ChatGPT has seen its global monthly active users climb by 180% year-over-year as of November 2025, while Gemini’s monthly active users are up 170%.
But the new data indicates that ChatGPT’s global monthly active users only grew by around 6% from August to November, to reach roughly 810 million. (The monthly active user numbers in the above chart are rounded, the firm notes.) This figure could suggest the AI chatbot is nearing market saturation, Sensor Tower says.
Meanwhile, Google Gemini’s global monthly active users jumped by around 30% during the same time frame, as the release of its new image generation model, Nano Banana, drove increased adoption.
In addition, the report noted that around two times more U.S. Android users now engage with Gemini directly through the Android operating system compared with using the standalone Gemini mobile app. This could provide Google with a competitive advantage in the global market, where Android dominates, as it means Gemini isn’t constrained to only being used within a mobile app or web interface.
Gemini is also increasing its share of the overall AI chatbot market when compared across all top apps like ChatGPT, Copilot, Claude, Perplexity, and Grok. Over the past seven months (May-November 2025), Gemini increased its share of global monthly active users by three percentage points, the firm estimates.
But ChatGPT saw its share of global monthly active users drop three percentage points over the past four months (August-November 2025), by comparison.
Challenges from Perplexity and Claude may also be impacting ChatGPT, as both rivals saw triple-digit growth for their respective chatbots in 2025, with the former up 370% year-over-year, and the latter up 190%.
ChatGPT also saw its global downloads grow by 85% year-over-year as of November, but this lagged the overall cohort’s average growth of 110%.
Perplexity and Gemini saw the largest growth, up 215% and 190% year-over-year, respectively.
Finally, Gemini app users’ time spent in the app has more than doubled over the past few months, Sensor Tower said. As of November, Gemini users were spending 11 minutes per day in the app, up 120% from March. This is likely due to the popularity of its image generation model, Nano Banana, in September.
ChatGPT’s users’ daily time spent only increased by 6% during the same time frame. Plus, ChatGPT users’ time spent was down 10% in November, compared with July.
While the current data indicates Google could be catching up with the market leader, much of its recent gains have to do with the success of Nano Banana. OpenAI could speed up growth again with the release of its own new products, if they make a similar impact.
Topics
Show your CFO the marketing proof they want!
Join a free webinar hosted by Pantheon on Tuesday December 9 at 10am PT to learn where spend delivers & how to build a 2026 strategy grounded in real results.
Andy Jassy says Amazon’s Nvidia competitor chip is already a multibillion-dollar business
‘End-to-end encrypted’ smart toilet camera is not actually end-to-end encrypted
Company backed by Donald Trump Jr.’s firm nabs $620M government contract
Spotify Wrapped 2025 adds its first multiplayer feature with ‘Wrapped Party’
YouTube releases its first-ever recap of videos you’ve watched
Amazon releases an impressive new AI chip and teases an Nvidia-friendly roadmap
Apple just named a new AI chief with Google and Microsoft expertise, as John Giannandrea steps down
© 2025 TechCrunch Media LLC.
