Sensor Tower Data Shows Gemini Gaining Ground as ChatGPT Growth Slows

New analysis from Sensor Tower indicates that ChatGPT remains the global leader in mobile AI chatbots, capturing 50% of global downloads and 55% of global monthly active users. However, growth metrics show that Google’s Gemini is rapidly accelerating and beginning to close the gap. While ChatGPT’s monthly active users increased 180% year-over-year, adoption has plateaued in recent months, rising only 6% from August to November 2025 to reach approximately 810 million users.

Gemini, meanwhile, saw a 170% year-over-year increase and 30% growth in the same period, driven by the release of its new image generation model, Nano Banana. The report also highlights a rise in engagement, with Gemini users spending more than double the time in-app compared with earlier this year. As Google gains traction across Android devices and rivals like Perplexity and Claude post triple-digit growth, competitive pressure is intensifying. OpenAI has already signaled renewed focus on product improvements as the AI chatbot race continues.