Claude Surpasses ChatGPT in Per-User Revenue as ChatGPT's AI Market Share Dips Below 50%
By
Siladitya Ray
Plain bagel done well. Pleasantly substantive.
Summary
Sensor Tower's "State of AI" report reveals that while ChatGPT leads with 1 billion monthly active users on iOS and Android, its market share has dropped below 50% for the first time (down from 81% in March 2024). Meanwhile, Anthropic's Claude app is outperforming competitors in monetization, with 13% of its iOS users paying for subscriptions compared to ChatGPT's 8%, and earning 1.5 times more revenue per user.
Key quotes
· 4 pulledChatGPT's iOS and Android apps hit 1 billion monthly active users last month, according to Sensor Tower's State of AI report
its market share fell below 50% for the first time in March this year, down from 81% in March 2024
Anthropic's Claude has seen a significant jump in users since the start of 2026 and is beating its rivals in monetization, with 13% of its iOS users paying for a subscription compared to ChatGPT's 8%
The Claude app also makes 1.5 times as much revenue per user as ChatGPT
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