ChatGPT is still the name people think of when AI comes up, and its 900 million weekly active users remain unmatched by any single AI assistant. But the bigger story this month is Wall Street, not usage. On June 8, 2026, OpenAI confidentially filed paperwork with the SEC for an IPO, targeting a valuation near $1 trillion. It was beaten to the punch by exactly one week: Anthropic filed its own confidential S-1 on June 1, days after a funding round that made it, for the first time, more valuable than OpenAI.
Meanwhile, the market-share erosion we’ve tracked all year hasn’t reversed. Similarweb’s most recent read, published June 11 using data through May 26, puts ChatGPT’s global web traffic share at 52.7%, down from 56.7% in March and 76.4% a year earlier.
The Standout ChatGPT Stats – July 2026
- 900+ million people use ChatGPT actively every week
- ChatGPT’s app crossed 1 billion monthly active users in June 2026, per Sensor Tower estimates reported by Reuters, the fastest consumer app in history to reach that mark
- ChatGPT’s global web traffic market share has fallen to 52.7% (Similarweb, data to May 26, 2026)
- OpenAI confidentially filed for an IPO on June 8, 2026, targeting a valuation approaching $1 trillion
- OpenAI’s Q1 2026 revenue was approximately $5.7 billion, with a full-year 2026 target of $30 billion, alongside a projected $14 billion net loss for the year
- OpenAI now has 50 million+ paying subscribers, 9 million+ paying business users, and 1 million+ business customers globally
- Codex has crossed 5 million weekly users (June 2026), up from 2 million in April
- OpenAI’s ads pilot reached $100 million in ARR in under six weeks
Audience overlap between ChatGPT and Claude over time (the percentage of each platform’s primary users who also visited the other platform during the same month) pic.twitter.com/ZTxHlZxFVM
— Similarweb (@Similarweb) July 1, 2026
ChatGPT User & Traffic Stats
Weekly and Monthly Active Users
OpenAI’s official weekly active user figure has held at 900 million weekly active users since it announced the milestone in February 2026 (up from 800 million in October 2025, and more than double the 400 million reported a year earlier). OpenAI hasn’t issued a fresher weekly number as of July 2026, but a separate, independently sourced figure has emerged: Sensor Tower data cited by Reuters shows ChatGPT’s app crossed 1 billion global monthly active users in June 2026, making it the fastest app in history to reach that milestone, faster than TikTok, Instagram, or Google Maps. Because “weekly” and “monthly” measure overlapping but different things, these two numbers aren’t directly comparable, but both point the same direction: ChatGPT’s total reach is still growing even as its share of the AI market shrinks.
For comparison, Google’s Gemini app has grown to over 900 million monthly active users as of Google I/O in May 2026, up from 400 million a year prior. ChatGPT and Gemini are now much closer in headline user count than they were in the spring.
Monthly Web Visits
| Month | Total Visits |
| May 2026 | ~5.4 to 5.6 billion (estimated) |
| April 2026 | ~5.5 billion |
| March 2026 | 5.4 to 5.6 billion |
| February 2026 | 5.19 to 5.35 billion |
| January 2026 | 5.49 to 5.72 billion |
| October 2025 (all-time peak) | ~6.01 billion |
Traffic has plateaued in the 5.4 to 5.6 billion range since February. ChatGPT still handles an estimated 2.5 billion prompts per day.
ChatGPT Market Share
This is the section that’s moved the most this year. Similarweb’s June 2026 update (published June 11, reflecting data through May 26) shows the full twelve-month picture:
| AI Platform | 12 Months Ago (Jun 2025) | May 2026 |
| ChatGPT | 76.4% | 52.7% |
| Gemini | 8.9% | 27.3% |
| Claude | 1.6% | 8.9% |
| DeepSeek | – | 4.0% |
| Grok | – | 2.8% |
| Copilot | – | 2.0% |
| Perplexity | – | 1.3% |
ChatGPT shed 23.7 percentage points of global web traffic share in a year, an acceleration in the second half of that window rather than a slowdown. Six months ago (December 2025) it still held roughly 65%.
In the United States specifically, ChatGPT’s position is stronger than its global number suggests: Similarweb puts US web-visit share at 58.3% (May 2026), ahead of Gemini (19.3%) and Claude (13.4%). Claude’s US share is notably higher than its worldwide share, and gained more than a point from April to May alone.
Mobile App Market Share
Apptopia’s monthly briefs remain the best available read on US mobile daily active users, and the trend that started in spring has kept going:
| Mobile DAU Share (US) | Jan 2025 | Jan 2026 | Apr 2026 | Jun 2026 |
| ChatGPT | 69.1% | 45.3% | 38.1% | Falling further (down 12% YoY in raw DAU count) |
| Gemini | 14.7% | 25.2% | ~25% | Steady; DAUs up 13% YTD |
| Grok | 1.6% | 15.2% | 13.5% | Plateaued since March |
| Claude | <2% | ~1.5% | 13.1% | ~17% |
| Copilot | – | ~10% | ~10% | Down ~60% YTD, the sharpest decline in the market |
Apptopia’s June 3, 2026 data brief, titled “Claude Continues Reducing U.S. Daily Mobile User Gap With ChatGPT as Both Head for IPO,” reports that overall genAI chatbot mobile DAUs have now fallen two months in a row. The market isn’t just reshuffling share, its total daily-user count is contracting slightly, driven largely by Copilot’s steep drop-off. Claude is the only app aside from Gemini still growing consistently, and Apptopia notes something interesting about the overlap between ChatGPT and Claude users: the share of ChatGPT users who also use Claude rose from 1.4% in January to 3.7% in May, while the reverse (Claude users who also use ChatGPT) rose from 58.3% to 65.8%. This suggests Claude is winning secondary usage rather than outright replacement, at least so far.
OpenAI: Revenue, IPO, and the Trillion-Dollar Question
The single biggest development this year: OpenAI confidentially filed a draft S-1 registration statement with the SEC on June 8, 2026, following Anthropic’s filing exactly one week earlier. Neither company has set a share price, share count, or listing date, but reporting points to a Q4 2026 target for OpenAI, versus an October 2026 target for Anthropic.
The financial picture behind the filing is a study in contrasts:
- Q1 2026 revenue: ~$5.7 billion, with a full-year target of $30 billion
- Projected 2026 net loss: approximately $14 billion, with inference costs alone estimated at $14.1 billion for the year
- OpenAI does not expect to reach positive cash flow until 2029 to 2030
- Enterprise revenue is now over 40% of the total and is on track to reach parity with consumer revenue by the end of 2026
- OpenAI’s compute commitments remain enormous: reporting has put total infrastructure commitments as high as $1.4 trillion, though the company has said it will spend roughly $600 billion in total compute by 2030
- OpenAI’s valuation trajectory: $28B (2023), $86B (Jan 2024), $300B (Mar 2025), $500B (Oct 2025), $852B (March 2026, on a $122B raise), then an IPO filing on June 8, 2026 targeting roughly $1 trillion
Anthropic’s $65 billion Series H, closed May 28, 2026 at a $965 billion post-money valuation, put it ahead of OpenAI’s $852B figure for the first time. It’s a genuinely remarkable reversal given Anthropic was a distant, niche-market third as recently as December 2025. Full details are in our Claude AI Stats post.
Other OpenAI Developments
- Codex crossed 5 million weekly users in June 2026, up from 2 million in April, with knowledge workers (roughly 20% of users) growing three times faster than developers
- OpenAI’s ads pilot, launched to free-tier US users in January 2026, reached $100 million in ARR in under six weeks, an early but meaningful new revenue line
- 1 million+ business customers worldwide use OpenAI’s tools directly, on top of the 9 million paying business users on ChatGPT specifically
- India remains a major growth market, with 100 million+ weekly ChatGPT users reported there in February 2026
- Sora remains shut down. The consumer app and web experience were discontinued April 26, 2026; the Sora API is scheduled to follow on September 24, 2026
The Broader Competitive Picture
The AI chatbot market has gone from a near-monopoly to a genuine three-horse race, with a fast-moving fourth on revenue (Perplexity) and a fading fifth on mobile (Copilot). ChatGPT is still the largest platform by a wide margin on both web and mobile, and its 900M+ weekly users and newly-crossed 1 billion app MAU are numbers no competitor is close to. But every meaningful market-share metric, global web traffic, US web traffic, and US mobile DAU share, has moved against ChatGPT every single month this year.
The IPO race adds a new wrinkle: both companies are now trying to tell public-market investors a growth story at the exact moment their consumer numbers are moving in opposite directions. OpenAI’s pitch rests on unmatched scale (900M+ WAU, 1B+ app MAU, a $30B revenue target); Anthropic’s rests on unmatched growth rate (a valuation that’s nearly tripled since February, and an enterprise business reportedly heading toward its first profitable quarter). Which story public markets reward first should become clear well before either IPO actually prices.
Check back next month for the latest updates.
Want the fuller picture on ChatGPT’s competitors? See our other stats roundups:
Claude AI Stats | Google Gemini Stats | Grok AI Stats | Perplexity AI Stats
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