Days after Sam Altman declared ‘code crimson’ following the robust debut of Google’s Gemini 3, new knowledge reveals that OpenAI’s ChatGPT is now trailing Gemini throughout a number of metrics, together with international downloads, month-to-month energetic customers (MAUs), and time spent on the app.
Whereas the favored AI chatbot nonetheless leads the pack with 50 per cent of world downloads on cell gadgets and 55 per cent of the month-to-month energetic customers the world over, ChatGPT solely noticed round six per cent progress in international MAU (roughly 810 million) between August and November this yr, as per knowledge from market analysis agency Sensor Tower.
Gemini, alternatively, noticed international MAU surge by 30 per cent over the identical interval, with its new AI picture era mannequin, Nano Banana, stated to be behind the elevated adoption, the agency discovered.
The Sensor Tower knowledge on chatbot utilization signifies that Google is catching as much as the market chief, OpenAI, which has reportedly delayed its advert efforts to deal with delivery a new AI mannequin, codenamed ‘Garlic’, anticipated to outperform Gemini 3 in coding- and reasoning-heavy duties.
In an inside memo declaring ‘code crimson’, OpenAI CEO Sam Altman instructed employees to deal with bettering the corporate’s AI merchandise, notably in areas like personalisation, reliability, picture era, and extra. The Info first reported the memo.
Whereas OpenAI has had a first-mover benefit within the AI race because the launch of ChatGPT in 2022, Google’s aggressive benefit within the international market comes from its huge distribution community. It owns the dominant net browser and search engine, each of which built-in Gemini 3 from day one. Twice as many customers within the US are accessing Gemini immediately by Google’s Android working system as in comparison with utilizing the standalone Gemini app, as per Sensor Tower’s report.
That is vital on condition that Android customers additionally dominate the Indian smartphone market.
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“Google seems to be the very best positioned of its friends to monetise AI funding internally and externally,” Jeffrey Wlodarczak, an analyst at Pivotal Analysis Group, was quoted as saying by CNBC. “Search is a resilient money cow with pricing energy, a strong driver of [Google’s] best-in-class Gemini AI, with a possibility to leverage AI [to] take huge prices out of the search enterprise,” he added.
Gemini’s beneficial properties: Key figures
As of November 2025, ChatGPT’s international MAU has climbed by 180 per cent year-over-year (YoY), whereas Gemini’s international MAU is up by 170 per cent YoY.
Gemini’s share of the general AI chatbot market has elevated in comparison with prime AI chatbot apps like ChatGPT, Copilot, Claude, Perplexity, and Grok. From Could-November 2025, Gemini grew its share of world MAU by three proportion factors, Sensor Tower estimates.
By comparability, ChatGPT noticed its international MAU share drop by three proportion factors over the previous 4 months (August-November 2025). In the meantime, Perplexity and Claude noticed 370 per cent YoY progress and 190 per cent YoY progress, respectively, in 2025.
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By way of international downloads, Gemini noticed 190 per cent YoY progress, and ChatGPT recorded 85 per cent YoY progress as of November 2025. Nevertheless, Perplexity noticed the most important progress, up 215 per cent YoY, with the general cohort’s common progress at 110 per cent YoY.
Till November this yr, Gemini app customers had been spending 11 minutes per day within the app, up by 120 per cent from March, indicating that Gemini has greater than doubled its customers’ in-app time over the previous few months.
That is possible as a result of reputation of Nano Banana, its image-generation mannequin, in September, Sensor Tower stated. ChatGPT customers’ every day time spent solely elevated by 6 per cent throughout the identical time-frame.