The Numbers
Google's Gemini app reached 750 million monthly active users in Q4 2025, according to Alphabet's earnings released February 4. That's 100 million added since Q3, when the company reported 650 million users.
The growth coincides with December's Gemini 3 launch. CEO Sundar Pichai called it a "positive driver," claiming the model delivers more depth and nuance. The platform now processes 10 billion tokens per minute via API, up from 7 billion in Q3.
The Competition
ChatGPT still leads with 810 million monthly users as of late 2025. Meta AI sits at 500 million. The gap matters for enterprise buyers evaluating which platforms have staying power.
Google's recent $7.99/month AI Plus plan (launched January 2026) wasn't available long enough to affect Q4 numbers. The real test: whether budget pricing closes the gap with ChatGPT or just cannibalizes existing paid users.
What Enterprise Teams Should Watch
Google Cloud revenue hit $17.7 billion in Q4, up 48% year-over-year. The company sold 8 million paid Gemini Enterprise seats to 2,800 firms, including Airbus and Wendy's. That's 5 billion enterprise interactions in Q4, up 65% YoY.
For APAC CTOs comparing API costs: Gemini's batch API and context caching features aim to reduce costs for high-volume deployments. Google claims batch processing cuts costs versus real-time API calls, though direct price comparisons with OpenAI and Anthropic remain implementation-specific.
The broader context: Alphabet is spending $175-185 billion on AI infrastructure in 2026, including its TPU Ironwood chips as an alternative to Nvidia. R&D hit $61 billion in 2025, up from $49.3 billion.
The Pattern
One data point worth tracking: eMarketer analyst Nate Elliott notes Q4 growth slowed to one-third of Q3's pace. Google's response includes pushing AI Mode in Search (now handling one in six queries with non-text inputs) and the ad-free Plus tier.
History suggests user growth numbers need context. MAUs don't distinguish between casual mobile users and enterprise teams running production workloads. For procurement decisions, paid seat velocity and API usage patterns matter more than headline numbers.