Overview
- Alphabet’s Q4 2025 results put Gemini at roughly 750 million monthly active users, up about 100 million from the prior quarter’s 650 million.
- CEO Sundar Pichai called Gemini 3 a positive growth driver and said per‑user engagement has increased since the launch.
- Google reports its models now process more than 10 billion tokens per minute via direct API use by customers.
- App and web trackers show ChatGPT’s share slipping as Gemini gains, with Similarweb estimating Gemini surpassed 2 billion monthly visits in January 2026 even as ChatGPT remains larger overall.
- Google introduced a $7.99 per month Google AI Plus subscription after the quarter, complementing broad Gemini distribution across Gmail, Docs, Android and Search.