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SENSOR TOWER · MARCO SCACCHI · DECEMBER 2024
ChatGPT Maintains US Lead; Share Weakens in Emerging Markets
Interest in AI language model apps has surged over the past year. ChatGPT – the world’s most downloaded AI chatbot – has boosted revenue with its GPT-4 model, consolidating its dominance in the US market. However, competitors are gaining ground in emerging markets, with Google Gemini now holding over 50% of India's download market share, while smaller AI chatbots are scaling rapidly across Latin America.
Key Takeaways:
ChatGPT is the most popular AI language app globally, with downloads reaching 90mn in 3Q24, up over 100% YoY. In the US, the app’s download market share increased by 3ppts YoY in 3Q24 to 45% of the total
In 3Q24 in the US, Character AI had a high share of organic download penetration (86% of its overall downloads), trailing ahead of ChatGPT (81%), Microsoft Copilot (71%), Perplexity (68%) and Google Gemini (53%)
ChatGPT’s US mobile revenue rose nine-fold YoY in 3Q24, accounting for 60% of the market. Revenue growth accelerated from May’24, following the release of its GPT-4O model. Other top-grossing apps, including ChatOn, Chat & Ask AI, and ChatBox, accounted for 25% of the US market during the same period
ChatGPT’s MAUs rose by over 160mn in 3Q24—the largest increase among the studied cohort. ST data shows that ChatGPT shattered records in app adoption, reaching 50mn worldwide MAUs in just five months, surpassing the initial popularity of apps such as Disney+ and Temu, which took 12 and 8 months, respectively, to achieve the same feat
In 3Q24, Perplexity users had strong cross-app usage with ride-hailing apps, including Uber (42%) and Lyft (28%), compared with lower rates among ChatGPT and Copilot users, suggesting a potentially larger urban user base, which Perplexity has leveraged by advertising free subscriptions to Uber One members
YTD in 2024, AI platforms in the US focused ad spending on California, led by Claude (18% of its ad spend) and Perplexity (15%). San Francisco was the top city by ad spend for Claude (11%) and Perplexity (9%), while New York emerged as a key metro for Copilot (7%), reflecting a focus on urban tech and business hubs
YTD in 2024, excluding ads served on social networks, Gemini secured significant impressions from newspapers and digital-first outlets, while Copilot led on OTT platforms with over 130mn impressions
For more information, request the full report from reports@sensortower.com.
Written by: Marco Scacchi, Senior Qualitative Insights Analyst, EMEA
Date: December 2024