"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."
"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."
Sensor Tower data shows ChatGPT accounts for 50% of global mobile downloads and 55% of global monthly active users, maintaining a leadership position. Google's Gemini is outpacing ChatGPT in download growth, monthly active user growth, and time spent in app. OpenAI issued a "code red" memo directing staff to improve personalization, reliability, image generation, and other product areas. ChatGPT's MAUs rose 180% year-over-year as of November 2025 while Gemini's rose 170%. ChatGPT's MAUs grew only about 6% from August to November to roughly 810 million, suggesting possible market saturation. Gemini's MAUs jumped about 30% after releasing the Nano Banana image model, and roughly twice as many U.S. Android users engage with Gemini via the operating system versus the standalone app, providing a distribution advantage in Android-dominant markets.
Read at TechCrunch
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