- Gemini has surpassed 750 million monthly active users, up from 650 million last quarter
- Gemini 3 is a key driver, delivering deeper and more capable AI responses
- A new $7.99 AI Plus plan aims to boost adoption without limiting free access
- Gemini plays a central role in Alphabet’s broader AI and revenue growth
Google’s Gemini app has quietly but decisively crossed a major milestone. According to Alphabet’s fourth quarter 2025 earnings report, the AI chatbot now serves more than 750 million monthly active users, underlining just how quickly generative AI has moved from experimentation to everyday utility.
Only a quarter earlier, Gemini was sitting at around 650 million monthly users. That jump of roughly 100 million users in such a short window highlights both growing consumer comfort with AI tools and Google’s ability to push Gemini across its vast ecosystem.
From Android devices to search integrations and productivity tools, Gemini is no longer a side project. It is becoming a core pillar of Google’s product strategy.
While the number puts Gemini among the largest AI platforms in the world, it also frames the competitive landscape more clearly than ever.
Meta AI has disclosed nearly 500 million monthly users, a strong showing driven largely by its reach across WhatsApp, Instagram, and Facebook. Yet Gemini still trails its biggest rival, ChatGPT, which analysts estimate reached around 810 million monthly active users by late 2025.
The gap is narrowing, though, and Google appears confident about the direction of travel.
Gemini 3 fuels growth and deeper engagement
Much of Gemini’s recent momentum can be traced to the launch of Gemini 3, Google’s most advanced model to date. The company describes the new version as delivering greater depth, nuance, and contextual understanding, improvements that matter to users who rely on AI for more than quick answers.
During the earnings call, CEO Sundar Pichai pointed to Gemini 3’s rollout in AI mode as a positive driver for growth. He emphasized that continued iteration and investment will remain central to Google’s approach, suggesting that Gemini’s evolution is far from complete.
Behind the scenes, the scale is striking. Google revealed that its first party models, including Gemini, now process over 10 billion tokens per minute through direct API usage alone. That figure hints at how deeply embedded Gemini has become not just for consumers, but for developers and businesses building on Google’s AI stack.
Search usage has also benefited. Pichai described AI as creating an expansionary moment for Google Search, with users engaging more frequently and in new ways as generative features become more tightly integrated.
Pricing strategy and the role of subscriptions
Alongside technical upgrades, Google is also adjusting its pricing strategy to widen Gemini’s appeal. The company recently introduced Google AI Plus, a more affordable subscription tier priced at $7.99 per month.
The plan arrived too late to influence the reported quarterly numbers, but executives clearly see it as an important lever for future growth. By balancing a robust free tier with lower cost subscriptions, Google aims to capture budget conscious users without limiting access to its AI tools.
Philipp Schindler, Google’s chief business officer, highlighted this dual focus during the investor call, noting strong growth across both free usage and paid plans. The message was clear. Gemini is not being positioned as a niche premium product, but as a mass market service with optional upgrades.
Gemini’s rise within Alphabet’s broader AI push
Gemini’s user growth is particularly notable in the context of Alphabet’s wider financial performance. The company surpassed $400 billion in annual revenue for the first time this quarter, a milestone Google partly attributes to expanding demand across its AI division.
Hardware is also part of the story. Google recently unveiled Ironwood, the latest generation of its TPU AI accelerator chip, designed to compete more directly with Nvidia’s dominant offerings. By controlling more of its AI infrastructure, Google hopes to improve performance, manage costs, and scale services like Gemini more efficiently.
Taken together, these moves point to a long term strategy rather than a short term surge. Gemini is becoming a flagship product that ties together software, hardware, and cloud services, reinforcing Google’s position in an increasingly crowded AI market.
What the numbers really say
Crossing 750 million monthly active users is not just a vanity metric. It signals that AI assistants are becoming mainstream tools, comparable in reach to major social platforms and messaging apps.
For Google, it also marks a successful response to competitive pressure, showing that it can still move quickly at massive scale.
The race is far from over. ChatGPT remains ahead, Meta continues to leverage its social reach, and new players are emerging with specialized offerings.
But Gemini’s growth suggests that Google has secured a strong foothold, one that could shape how hundreds of millions of people interact with AI every day.
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