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Sensor Tower: Generative AI Revenue YoY Up 2.32x to USD6.1B
Survey data from Sensor Tower show that from 2Q25 to 1Q26, the generative AI segment became the absolute growth engine of the non-gaming app market, with YoY growth of 232% and rev...
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Sensor Tower: Generative AI Revenue YoY Up 2.32x to USD6.1B
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Survey data from Sensor Tower show that from 2Q25 to 1Q26, the generative AI segment became the absolute growth engine of the non-gaming app market, with YoY growth of 232% and revenue increment exceeding USD4.4 billion. Both growth rate and scale far surpassed all other segments. Meanwhile, as generative AI penetrates various sub-sectors, practical tools, multimedia and design software, as well as business and productivity software also recorded strong revenue momentum, with AI driving sustained rapid growth in global non-gaming in-app purchase revenue.

Generative AI mobile app in-app purchase revenue has entered an exponential breakout phase, rising from less than USD60 million in 1Q23 to USD1.9 billion in 1Q26, representing more than 32x growth in market size over three years. From 2Q25 to 1Q26, full-year in-app purchase revenue surged 232% YoY to USD6.1 billion, with CAGR exceeding 200%.

Related NewsImports YoY for Apr in China is 25.3%, lower than the previous value of 27.8%. The forecast was 15.2%.
From 2Q25 to 1Q26, in-app purchase revenue in the US market approached USD2.2 billion, accounting for nearly 38% of the global total and ranking first worldwide by a wide margin. Asia-Pacific markets such as Japan (5%) and South Korea (5%) followed, while posting stronger growth rates, becoming core incremental drivers for overseas AI expansion.

ChatGPT's mobile revenue per quarter approached USD1.3 billion. In March this year, ChatGPT's mobile active users neared 1 billion, though the 0.5% QoQ growth suggests it is gradually entering a stabilization phase.

With the rise of Gemini and Claude, ChatGPT's web traffic and market share have trended downward. Among global AI applications, ChatGPT's website visit share fell from 66% in July 2025 to 50% in March 2026, while Gemini and Claude reached shares of 22% and 10%, respectively, in March 2026. (jl/)

Related NewsVehicle Sales YoY for Apr in China is -2.5%, lower than the previous value of -0.6%.

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