Alphabet CEO Sundar Pichai attributed the growth to rapid feature deployment, highlighting the popularity of agentic tools like Daily Brief and the personalized Gemini Spark. While Android remains a primary driver, the platform has gained significant traction on iOS, where the app recorded over 137 million downloads over the past year, bolstered by specialized features like the Nano Banana image generation model.
Google Gemini Closes in on One Billion Monthly Users
With 950 million monthly active users reported in its Q2 2026 earnings call, Google’s Gemini is rapidly approaching a milestone currently held by only a handful of the company's flagship services. This surge marks a tripling of the user base since last year, positioning the AI assistant to challenge OpenAI’s ChatGPT directly.
Market dynamics are shifting as Gemini gains ground. Sensor Tower data for the first half of 2026 indicates that ChatGPT’s market share among AI assistants has slipped below 50%, while Gemini climbed to 27.7%. Despite concerns that AI tools might cannibalize traditional search traffic, Google reports that its core search business remains robust. The company's AI-centric search mode recently surpassed 1 billion users, contributing to an incremental increase in total search queries while hardware optimizations have successfully lowered the operational costs of running these complex models.
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