When almost three years ago OpenAI launched ChatGPTfound spectacular success and caught big technology companies off guard. Microsoft reacted quickly by partnering with the company Sam Altman, Apple He sat down to see them coming and Google He began to stumble. bardits first chatbot, was a stumble that left the company behind in the AI race, but as we approach the end of 2025, things are very different. ChatGPT has slowed its growth – at least, in terms of app downloads – and Gemini, on the other hand, has skyrocketed.
AlphabetGoogle’s parent company, presented its third quarter results yesterday. It turns out that it has been the first in its history in which it has surpassed the 100 billion dollars in income, but beyond that it has also revealed the excellent moment that Gemini is experiencing. Only the app has reached the 650 million monthly users.
This is a very rapid growth that indicates that the maintained strategy is working very well for Google. In October 2024, they were only 90 million. Last March, it had already risen to 350 million of monthly users, according to documents presented in the antitrust trial against Google. In July, the number had risen to 450 million and only in the last quarter has it added 200 million monthly users more, placing itself in the 650 million.
At the beginning of the year, Sundar PichaiCEO of Alphabet, had set the goal of reaching 500 million of monthly Gemini users at the end of 2025. The objective is far exceeded and even more so if we take into account that the figure refers to the app and does not include users of the web version or who use Gemini as an assistant on their Android mobile or in other Google products and services.
ChatGPT, with 800 million weekly usersis still ahead. But the distance is closing rapidly. OpenAI’s goal is to end the year with 1 billion of users.
When will Gemini 3 arrive?
Gemini 3 is already very close and will probably have an even greater effect than that of nano-banana. This is Gemini’s new image generation and editing capability that arrived in late August and attracted 23 million of new users to the app.
As Pichai explained, Gemini’s new LLM will arrive at the end of the year. Therefore, next December, just around the corner.
The best quarter in Google history
The $102.3 billion in Alphabet revenue in the third quarter and year-over-year growth of 16% They make this the best in its history. Part of this growth is due to paid subscriptions, which are more than 300 million and are led by Google One and YouTube Premium.
Last May, Google One had 150 million of subscribers, while YouTube Premium had reported 100 million in February 2024. This growth, in the case of Google One, is also linked to Gemini since Google’s payment plans allow greater integration of the company’s apps and services with Gemini and immediate access to the latest models.
The company has also offered data on the AI mode of your browserwhich has just been released in Spain. Before its international deployment and with data from July, it had 100 million of users. Currently they are 75 million daily users.