Overview
- Sensor Tower’s November data shows Gemini leading in download, MAU, and engagement growth, while ChatGPT retains roughly 55% of MAU and 50% of mobile downloads.
- Gemini’s in-app average daily use reached 11 minutes in November, up about 120% since March after Google released its “Nano Banana” image-generation model in September.
- In the United States, Android OS access counts roughly twice as many Gemini users as the standalone app, highlighting a distribution advantage.
- ChatGPT’s momentum cooled, with global MAU up about 6% from August to November to roughly 810 million and average daily use down around 10% since July, trimming its MAU share by three points.
- OpenAI responded with a “Code Red” push on personalization, reliability, and image features as Perplexity and Claude posted rapid MAU gains and analysts warned Gemini could narrow the gap if trends persist.