According to the latest data from market intelligence firms, ChatGPT’s growth is beginning to plateau. OpenAI’s AI chatbot still leads the market, capturing 50% of global mobile app downloads and 55% of worldwide monthly active users. However, Google’s Gemini is now outpacing ChatGPT in terms of download growth, monthly active user expansion, and time spent within the app.
This accelerating adoption could enable Gemini to close the gap with ChatGPT over time—a concern highlighted in a recent “red alert” memo from OpenAI. In the internal communication, CEO Sam Altman urged employees to prioritize enhancements to the company’s AI offerings, particularly in personalization, reliability, and image generation capabilities.
Recent figures make it clear that the competition is far from over: both ChatGPT and Gemini continue to experience substantial growth.
As of November 2025, ChatGPT’s global monthly active users had surged by 180% year-over-year, while Gemini saw a 170% increase during the same period.
However, newer data reveals that ChatGPT’s global monthly active users grew by only about 6% between August and November, reaching approximately 810 million. (The company notes that these figures are rounded.) Sensor Tower suggests this modest uptick may signal that AI chatbots are approaching market saturation.
In contrast, Google’s Gemini saw its global monthly active users jump roughly 30% over the same three-month span, driven largely by the launch of its new image-generation model, Nano Banana.
The report also highlights that roughly twice as many U.S. Android users now interact with Gemini directly through the Android operating system rather than via the standalone Gemini mobile app. This integration could give Google a strategic edge globally, given Android’s market dominance—effectively embedding Gemini beyond just apps or web interfaces.
Compared to other leading AI assistants—including ChatGPT, Copilot, Claude, Perplexity, and Grok—Gemini is steadily gaining market share. Between May and November 2025, Gemini’s share of global monthly active users rose by three percentage points, according to estimates.
Conversely, ChatGPT’s global monthly active user share declined by three percentage points from August to November 2025.
Additional pressure on ChatGPT comes from rivals Perplexity and Claude, both of which reported triple-digit year-over-year growth in 2025—Perplexity up 370% and Claude up 190%.
By November, ChatGPT’s global downloads had increased 85% year-over-year, lagging behind the overall category average of 110% growth.
Perplexity and Gemini led download growth, soaring 215% and 190% year-over-year, respectively.
Finally, Sensor Tower noted that time spent in the Gemini app has doubled over recent months. As of November, users averaged 11 minutes per day in the app—a 120% increase since March—likely fueled by the popularity of the Nano Banana image-generation model launched in September.
During the same period, daily usage time for ChatGPT rose by just 6%. Moreover, compared to July, ChatGPT users spent 10% less time in the app by November.
