Google says the Gemini app has surpassed 750 million monthly active users, a milestone the company disclosed in CEO Sundar Pichai’s prepared remarks for Alphabet’s Q4 2025 earnings call. In the transcript, Pichai said the Gemini user base has grown alongside “significantly higher engagement per user,” which he tied to the December launch of Gemini 3.
The figure positions Gemini among the largest consumer AI products by audience, reflecting Google’s strategy of distributing generative AI through a dedicated app while also embedding Gemini features across core services such as Search and Gmail.
The disclosure came as Alphabet highlighted what it characterized as broad momentum in AI-driven products and infrastructure. In the same remarks, Pichai noted strong enterprise adoption, noting that Google has sold more than eight million paid seats of Gemini Enterprise since launching it roughly four months ago. Together, the consumer and enterprise metrics are meant to demonstrate traction across both mass-market usage and paid adoption.
Google also used the earnings update to emphasize the scale of its AI buildout. Pichai said the company’s 2026 capital expenditures are expected to be $175 billion to $185 billion, framing that spending as necessary to meet demand and support continued product expansion.
While Google did not break out how the 750 million monthly active users are distributed by geography, device, or paid vs. free tiers, the metric signals a new phase in the AI race: distribution at internet scale. With Gemini now reaching hundreds of millions of users monthly, Google is effectively turning its AI assistant into a mainstream consumer product, tightening the feedback loop between product iteration, model performance, and monetization across ads, subscriptions, and enterprise software.
