ChatGPT's User Share Falls Below 50% for First Time as Gemini and Claude Close In
ChatGPT remains the largest AI assistant by user count, but the market is fragmenting as competitors gain share through integration and specialization, and Claude has already overtaken OpenAI in revenue.
Key Facts
- ChatGPT's True Audience share fell to 46.4% by May 2026, down from above 50% in February 2026, according to Sensor Tower's 'State of AI 2026' report.
- Google's Gemini reached a 27.7% share and Anthropic's Claude reached 10.3% in the same period.
- ChatGPT's monthly active users grew to over 1.1 billion in May 2026, but competitors grew faster.
- Claude generated $2.76 per user on US mobile apps, surpassing ChatGPT's $1.74 per user.
- Anthropic's annualized revenue overtook OpenAI's as of March 2026, per Sensor Tower.
Reporting from 1 source: GIGAZINE.
Sensor Tower's 'State of AI 2026' report shows ChatGPT's True Audience share dropped to 46.4% by May 2026, below 50% for the first time. Gemini reached 27.7% and Claude 10.3%. ChatGPT's monthly active users still grew to over 1.1 billion, but competitors grew faster. Claude surpassed ChatGPT in US mobile revenue per user, and Anthropic's annualized revenue overtook OpenAI as of March 2026.
Sensor Tower's 'State of AI 2026' report, published Tuesday, tracks the shifting balance among generative AI services. ChatGPT's True Audience share-users counted once across app and web-fell to 46.4% by the end of May, down from above 50% in February. Google's Gemini climbed to 27.7% and Anthropic's Claude to 10.3%. The decline in share does not reflect a drop in ChatGPT's absolute user count; monthly active users exceeded 1.1 billion in May. But competitors grew faster, and on US mobile apps Claude generated $2.76 per user versus ChatGPT's $1.74. Anthropic's annualized revenue passed OpenAI's in March, according to the report.
Synthesized by Yomimono from the 1 cited source below, including Japanese-language reporting where cited, then editorially reviewed before publishing.