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ChatGPT's mobile app revenue saw biggest spike yet following GPT-4o launch | TechCrunch

May 20, 2024 - techcrunch.com
OpenAI's latest AI model, GPT-4o, has led to a significant increase in the company's mobile revenue, despite being freely available on the web. The model, which can handle text, speech, and video, has encouraged more users to upgrade to OpenAI’s paid subscription, ChatGPT Plus. Mobile users are required to upgrade to this $19.99 monthly subscription to access GPT-4o, leading to the largest-ever revenue spike for OpenAI on mobile devices.

Data from app intelligence firm Appfigures shows that the net revenue of the ChatGPT mobile app jumped 22% on the day of the GPT-4o launch and continued to grow in the following days. Last week, the app earned $4.2 million in net revenue across both the App Store and Google Play. The data suggests that there is a strong consumer demand for the latest AI technology, particularly on mobile, despite the cost being higher than a Netflix subscription.

Key takeaways:

  • The launch of OpenAI’s latest model, GPT-4o, has led to the company's biggest-ever spike in revenue on mobile, despite the model being freely available on the web.
  • GPT-4o can handle text, speech, and video, and offers real-time responsiveness and a range of emotive voice options.
  • Mobile users are being pushed to upgrade to OpenAI’s $19.99 monthly subscription, ChatGPT Plus, to use GPT-4o, leading to increased demand for subscriptions among mobile users.
  • The ChatGPT mobile app's net revenue first jumped 22% on the day of the GPT-4o launch and continued to grow, earning $4.2 million in net revenue across both the App Store and Google Play in one week.
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