ChatGPT's market share dips below 50% for first time; Claude surpasses it in revenue per user.
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ChatGPT's market share dips below 50% for first time; Claude surpasses it in revenue per user.

OpenAI's ChatGPT has seen its market share dip below 50% for the first time, falling to 46.4% as competitors like Anthropic's Claude and Google's Gemini gain traction. Claude now surpasses ChatGPT in revenue per user, earning $2.76 compared to ChatGPT's $1.74, according to Sensor Tower.

TechCrunch TechCrunch+1 source4h ago
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OpenAI's ChatGPT has experienced a significant decline in market share, dropping below 50% for the first time, now at 46.4%. This shift is attributed to the rise of competitors like Google's Gemini and Anthropic's Claude, which have gained popularity among users.345678

As of May, Gemini holds 27.7% of the market, while Claude has increased its share to 10.3%. Despite ChatGPT's status as the most popular AI assistant with over 1.1 billion monthly users, it faces challenges from rivals that are outperforming it in monetization metrics.

Claude has seen a notable increase in its user base, with 13% of its iOS users subscribing, compared to ChatGPT's 8%. Furthermore, Claude generates 1.5 times the revenue per user, averaging $2.76 compared to ChatGPT's $1.74.

The report from Sensor Tower highlights that ChatGPT's uninstalls peaked at 202% above normal levels in March, indicating a potential shift in user preferences. Claude has benefited from this trend, increasing its market share from 5.1% in February to 10% in April.

Key Insight
“ChatGPT's market share has fallen to 46.4%, marking a significant decline as users shift to competitors. Claude has emerged as a strong rival, earning more revenue per user than ChatGPT.”
CuriousCats studied:
1
TechCrunchTechCrunch
“While OpenAI’s chatbot is still the most popular assistant worldwide, globally, its market share has dipped below 50% for the first time as users are migrating between different assistants like Google’s Gemini, Anthropic’s Claude, and xAI’s Grok, according to analytics firm Sensor Tower’s State of AI Report for 2026.”
TechCrunch →
2
ForbesForbes
“ChatGPT became the fastest app to reach 1 billion monthly active users and remained the market share leader, but rivals like Anthropic’s Claude and Google’s Gemini have been closing the gap and even beating OpenAI’s app on metrics such as monetization, according to a new report.”
Forbes →
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