{"id":18905,"date":"2025-11-26T09:00:00","date_gmt":"2025-11-26T09:00:00","guid":{"rendered":"https:\/\/apptopia.com\/en\/insights\/goog-gemini-no-longer-second-banana-youtube-tracking-ahead-of-consensus\/"},"modified":"2025-11-26T09:00:00","modified_gmt":"2025-11-26T09:00:00","slug":"goog-gemini-no-longer-second-banana-youtube-tracking-ahead-of-consensus","status":"publish","type":"insight","link":"https:\/\/apptopia.com\/en\/insights\/goog-gemini-no-longer-second-banana-youtube-tracking-ahead-of-consensus\/","title":{"rendered":"GOOG &#8211; Gemini no longer second \u201cbanana\u201d; YouTube tracking ahead of consensus"},"content":{"rendered":"\n<p><em>This was first published November 25th, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0<a href=\"https:\/\/learn.apptopia.com\/newsletter\/\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>.<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>ChatGPT ceded the #1 spot to Gemini today in the App Store<\/li>\n\n\n\n<li>YouTube data looks better than consensus expects<\/li>\n\n\n\n<li>Do not underestimate the improvements at Grok<\/li>\n<\/ul>\n\n\n\n<div style=\"height:2px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>App rankings are more complicated than one might think.\u00a0 They get updated multiple times throughout the day, and &#8211; when trying to combine them into one daily rank value, like we do here at Apptopia &#8211; there is no obvious way to know if the rank at one time of day should be considered more important than another time of day.\u00a0 Apptopia\u2019s daily rankings have a time-tested, proprietary formula, but no matter how you look at it, today was a big day:<\/p>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"582\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.25-AM-1024x582.png\" alt=\"\" class=\"wp-image-16182\" style=\"width:400px\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.25-AM-1024x582.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.25-AM-300x170.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.25-AM-768x436.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.25-AM.png 1408w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Gemini is #1!\u00a0 ChatGPT has been the #1 app in the US App Store for 22 of the 24 days in November, but Gemini was finally able to unseat the king of AI.\u00a0 For those of you who are curious, the top apps those other two days were the New York Road Runners app on the day of the NYC marathon and the BigFuture Schools app on the day October SAT scores came out.<\/p>\n\n\n\n<p>However, this is not actually the first time Gemini managed to unseat ChatGPT as the number one app this year. See the chart below &#8211; the first time was back in September after the launch of Nano Banana. Gemini spent 20 days at #1 when that was all the rage.\u00a0 So even if people as esteemed as Marc Benioff are agog over the capabilities of Gemini 3.0, it still has 19 more days to go to no longer be second banana. The people want to make themselves figurines!<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"449\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.40-AM-1024x449.png\" alt=\"\" class=\"wp-image-16183\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.40-AM-1024x449.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.40-AM-300x132.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.40-AM-768x337.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.40-AM-1536x674.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.40-AM-2048x899.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Meanwhile, the good news for GOOG keeps on coming.\u00a0 Our data is showing that YouTube is tracking better than what the market expects.\u00a0 Currently, consensus shows a deceleration in YouTube Ads Revenue growth in 4Q25.\u00a0 However, we are seeing relatively flat sequential growth in Downloads and DAUs, and healthy growth in time spent per DAU.\u00a0 These combine for a better than expected trend for YouTube so far this quarter:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" width=\"1024\" height=\"384\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.49-AM-1024x384.png\" alt=\"\" class=\"wp-image-16184\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.49-AM-1024x384.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.49-AM-300x113.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.49-AM-768x288.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.49-AM-1536x576.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.49-AM-2048x769.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\"><span style=\"text-decoration: underline;\"><strong>Grok is not to be ignored<\/strong><\/span><\/h2>\n\n\n\n<p>While Gemini is getting all the attention right now, keep an eye on Grok.\u00a0 Since October 1, it has outgrown every AI app except Gemini.\u00a0 As we have noted elsewhere, ChatGPT\u2019s DAUs are actually flat-to-down in that same timeframe.\u00a0 Meanwhile, Grok is just below its all-time high in DAUs, set back in April:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"430\" src=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.57-AM-1024x430.png\" alt=\"\" class=\"wp-image-16185\" srcset=\"https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.57-AM-1024x430.png 1024w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.57-AM-300x126.png 300w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.57-AM-768x322.png 768w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.57-AM-1536x644.png 1536w, https:\/\/apptopia.com\/en\/wp-content\/uploads\/2025\/11\/Screenshot-2025-11-25-at-11.43.57-AM-2048x859.png 2048w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>If you want to dig into the trends behind Grok\u2019s growth, or any other topic related to AI apps, please feel free to reach out!<\/p>\n\n\n\n<div style=\"height:48px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Questions on the underlying data included in this analysis?<\/h2>\n\n\n\n<div style=\"height:49px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/engage.apptopia.com\/custom-research-request\" target=\"_blank\" rel=\"noreferrer noopener\">Data request<\/a><\/div>\n<\/div>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>This was first published November 25th, in our weekly newsletter\u00a0Apptopia Insight. To receive insights like this weekly, sign up\u00a0here. App rankings are more complicated than one might think.\u00a0 They get updated multiple times throughout the day, and &#8211; when trying to combine them into one daily rank value, like we do here at Apptopia &#8211; [&hellip;]<\/p>\n","protected":false},"author":21,"featured_media":16186,"comment_status":"closed","ping_status":"open","template":"","insight_category":[213,223],"insight_tag":[233,236],"class_list":["post-18905","insight","type-insight","status-publish","has-post-thumbnail","hentry","insight_category-app-economy","insight_category-lifestyle","insight_tag-macro-trends","insight_tag-mobile-channel-check"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>GOOG - Gemini no longer second \u201cbanana\u201d; YouTube tracking ahead of consensus - Apptopia<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/apptopia.com\/en\/insights\/goog-gemini-no-longer-second-banana-youtube-tracking-ahead-of-consensus\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"GOOG - Gemini no longer second \u201cbanana\u201d; YouTube tracking ahead of consensus - Apptopia\" \/>\n<meta property=\"og:description\" content=\"This was first published November 25th, in our weekly newsletter\u00a0Apptopia Insight. 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