Over time, that increased pace of adoption could help Gemini narrow the gap with ChatGPT. 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%.

Image Credits:Sensor Tower

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.

Meanwhile, Google Gemini’s global monthly active users jumped by around 30% during the same time frame, as the release of its new image generation model, Nano Banana, drove increased adoption.

In addition, the report noted that around two times more U.S. Android users now engage with Gemini directly through the Android operating system compared with using the standalone Gemini mobile app. This could provide Google with a competitive advantage in the global market, where Android dominates, as it means Gemini isn’t constrained to only being used within a mobile app or web interface.

Gemini is also increasing its share of the overall AI chatbot market when compared across all top apps like ChatGPT, Copilot, Claude, Perplexity, and Grok. Over the past seven months (May-November 2025), Gemini increased its share of global monthly active users by three percentage points, the firm estimates.

But ChatGPT saw its share of global monthly active users drop three percentage points over the past four months (August-November 2025), by comparison.

Challenges from Perplexity and Claude may also be impacting ChatGPT, as both rivals saw triple-digit growth for their respective chatbots in 2025, with the former up 370% year-over-year, and the latter up 190%.

Image Credits:Sensor Tower

ChatGPT also saw its global downloads grow by 85% year-over-year as of November, but this lagged the overall cohort’s average growth of 110%.

Perplexity and Gemini saw the largest growth, up 215% and 190% year-over-year, respectively.

Finally, Gemini app users’ time spent in the app has more than doubled over the past few months, Sensor Tower said. As of November, Gemini users were spending 11 minutes per day in the app, up 120% from March. This is likely due to the popularity of its image generation model, Nano Banana, in September.

ChatGPT’s users’ daily time spent only increased by 6% during the same time frame. Plus, ChatGPT users’ time spent was down 10% in November, compared with July.

While the current data indicates Google could be catching up with the market leader, much of its recent gains have to do with the success of Nano Banana. OpenAI could speed up growth again with the release of its own new products, if they make a similar impact.