Picture mannequin releases are driving development for AI cell apps, producing 6.5 occasions extra downloads than conventional mannequin updates, in accordance with a brand new report from app intelligence supplier Appfigures.
This marks a shift from earlier days, when the discharge of recent fashions powering the conversational experiences drove extra demand, alongside the brand new options like a voice chat interface.
For example, ChatGPT and Gemini every added tens of hundreds of thousands of recent downloads after releasing their respective picture fashions, Appfigures discovered.
For Google’s Gemini, the discharge of its picture mannequin Nano Banana drove an extra 22+ million downloads within the 28 days following the introduction of the Gemini 2.5 Flash picture mannequin final August. This launch lifted the app’s downloads by greater than 4 occasions over that interval, the info confirmed.
In the meantime, ChatGPT added greater than 12 million incremental installs within the 28 days after the introduction of its GPT-4o picture mannequin in March of final yr. That’s roughly 4.5 occasions extra downloads than it noticed for its GPT-4o, GPT-4.5, and GPT-5 mannequin releases, Appfigures identified.
Different mannequin releases adopted related tendencies, although on a smaller scale. Meta AI’s introduction of its AI video feed Vibes added an estimated 2.6 million incremental downloads within the 28 days after its September 2025 launch. (Sure, technically, it is a video mannequin, however it’s finally about visible content material, not simply textual content.)
Nonetheless, the report cautioned, extra downloads don’t all the time translate into elevated cell income.
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As an alternative, new picture mannequin releases give folks a motive to put in the app and check out its improved picture technology capabilities. That doesn’t imply they’ll essentially convert to paying subscribers. For instance, Appfigures famous that Nano Banana drove solely $181,000 in estimated gross client spending through the 28-day window following its launch, though it produced a bigger spike in downloads than ChatGPT’s 4o picture mannequin launch.
Meta AI’s launch of Vibes additionally led to extra downloads, however no significant income.
Among the many three, solely ChatGPT turned the elevated consideration into precise {dollars}.
OpenAI’s 4o picture technology mannequin led to an estimated $70 million in gross client spending over the 28 days after its launch, in contrast with its prior baseline, Appfigures mentioned.
The corporate additionally checked out DeepSeek in its evaluation, however it didn’t match the sample.
Whereas DeepSeek R1 drove 28 million downloads after its January 2025 launch, it wasn’t a typical mannequin comparability occasion. This was DeepSeek’s breakout second, when it went from being comparatively unknown to an in a single day sensation because the tech business discovered concerning the strategies it used to coach its AI fashions at a fraction of the price of its opponents. This case highlights how curiosity can drive downloads — although on this occasion, the curiosity wasn’t tied to a picture mannequin.
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