ChatGPT’s cell app development might have hit its peak, in accordance with a brand new evaluation of obtain traits and day by day energetic customers supplied by the third-party app intelligence Apptopia. Its estimates point out that new consumer development, measured by proportion modifications in new world downloads, slowed after April. As well as, world day by day energetic consumer development has stopped and plateaued in more moderen weeks.
The agency appeared on the world day by day energetic consumer (DAU) development and located that the numbers have begun to even out over the previous month or so.
Though October is just half over, the agency says it’s on tempo to be down 8.1% by way of a month-over-month proportion change in world downloads.
To be clear, this can be a take a look at obtain development, not complete downloads. When it comes to sheer variety of new installs, ChatGPT’s cell app remains to be doing effectively, with tens of millions of downloads per day.
Nevertheless, seeing the obtain development stall can counsel that an app’s general tempo of development is slowing. In ChatGPT’s case, elevated competitors and modifications to its AI mannequin’s traits could possibly be responsible.
Diving in deeper, different metrics point out that common time spent per DAU within the U.S., particularly, has dropped 22.5% since July, and common classes per DAU within the U.S. are additionally down by 20.7%.
This means that U.S. customers are spending much less time in ChatGPT’s app and are opening it fewer occasions per day. Consumer churn within the U.S. has additionally dropped and stabilized throughout this time, indicating that the app is now retaining its core customers and seeing fewer who simply drop by briefly to experiment, then abandon the app.
OpenAI didn’t reply to a request for remark.
Past merely reaching its peak, there are different components that would have performed a task right here. That features not solely competitors from Google’s Gemini, but additionally consumer engagement modifications following an April replace that was designed to make the chatbot’s AI mannequin much less sycophantic. This continued with the August launch of GPT-5, which was mentioned to be much less personable, as effectively.
Nevertheless, Apptopia notes that ChatGPT’s common time spent per DAU and common classes per DAU metrics had been trending downward earlier than the sharp rise of its competitor, Google’s Gemini, which shot as much as the highest charts in September due to the discharge of Google’s new AI picture mannequin, Nano Banana.
So whereas Gemini’s development might have influenced among the more moderen drops in ChatGPT’s core metrics, it doesn’t clarify the general development, the agency says.
Plus, Apptopia factors out that if solely common time spent per DAU was dropping, however not common classes per DAU, it may have instructed that individuals had been getting extra environment friendly with their ChatGPT queries. However since each are on the decline, that’s not the case.
As an alternative, Apptopia says it’s doable that the experimentation part with the ChatGPT app is over, and now it’s changing into part of customers’ day by day routines. Individuals are doubtless utilizing the app after they want it or keep in mind to make use of it, as in contrast with the elevated use it noticed when it was nonetheless new.
For OpenAI, which means the corporate should put money into app advertising and marketing or launch new options for it to spice up a few of these core metrics once more, simply as different established cell apps need to do. It might now not depend on novelty alone to offer development.
