ChatGPT has hit a model new milestone of $3 billion in worldwide consumer spending on mobile as of this week, in response to estimates from app intelligence provider Appfigures. This decide represents the general spending on iOS and Android devices as a result of the app’s launch in May 2023, when it first arrived, then solely on iOS.
What’s notable is that almost all of that spending occurred this 12 months. Worldwide, prospects spent an estimated $2.48 billion throughout the ChatGPT mobile app in 2025, representing a 408% year-over-year enhance from the $487 million spent in 2024. In 2023, the app’s first 12 months of availability, it earned $42.9 million, sooner than rising 1,036% to attain the 2024 decide.
These numbers symbolize a sharp rise in consumer adoption, in distinction with completely different normal apps. For instance, it took ChatGPT 31 months to attain $3 billion in consumer spending, nevertheless the excessive earner, TikTok, took 58 months to take motion, Appfigures knowledgeable TechCrunch.
ChatGPT moreover reached the milestone faster than excessive streaming apps like Disney+ and HBO Max, which hit the $3 billion decide in 42 months and 46 months, respectively.
xAI’s Grok, nonetheless, is seeing a similar revenue trajectory to ChatGPT, in distinction with completely different AI rivals.
Grok was launched in late 2023 to X Premium Plus subscribers sooner than turning into more broadly available ultimate 12 months. Nevertheless while you consider the tempo of consumer spending all through AI apps, Grok received right here the closest to matching ChatGPT’s cumulative revenue on the same degree, as quickly because it began monetizing. (You may even see this on the chart beneath, which plots the AI apps’ spending aligned to when each app began monetizing.)
Whereas the $3 billion in spending represents a giant uptake by prospects, it’s not the one technique to measure AI app adoption or potential long-term revenue.
ChatGPT’s mobile shoppers are searching for paid subscriptions, similar to the $20 per thirty days ChatGPT Plus or the $200 per thirty days ChatGPT Skilled for superior prospects. Nevertheless AI apps can generate revenue in numerous strategies, along with by the use of developer decisions and, perhaps soon for ChatGPT, adverts. In addition to, ChatGPT on Wednesday launched its private app retailer of sorts, which the company suggests will probably be monetized not directly ultimately, its blog post noted.
Google, within the meantime, is exploring the potential to transition its healthful search adverts enterprise to AI-powered search, inserting adverts in AI Mode, AI Overviews, AI shopping, and an increasingly more AI-powered Discover page, amongst completely different points.
Anthropic is aiming on the enterprise market and is reportedly on track for $70 billion in revenue by 2028.
