HEDGEYEAI WEEKLY · MOBILE
FRESH · LATEST BRIEF
WEEK ENDING 05/10/26 · INTELLIGENCE BRIEFVERIFIED · 100/100

AI mobile holds the floor —
assistants lead, creative cools.

Verified weekly intelligence on 520 AI mobile apps across global markets. Every claim in the brief is tied to a specific data point and audited before it ships. Last published May 9, 2026, 12:03 PM EDT.

SUMMARY · CATEGORY SIGNALS

What moved this week

AI Assistants & Chat

The AI Assistants & Chat category grew +1.9% MoM in Global MAU, the only major AI category showing sequential expansion this period.

Education & Learning

The Education & Learning category recorded a -3.0% MoM decline in Global MAU. Leading applications demonstrated negative sequential engagement.

Creative AI

The Creative AI category recorded a -3.9% MoM decline in Global MAU, the sharpest contraction among AI categories tracked.

EXECUTIVE TAKEAWAYS

The week in four

MONTHLYSUSTAINED TREND

Meta AI Intl MAU expands +31.4% MoM

Meta AI exhibited strong user acquisition, with International MAU growing +31.4% MoM to 50.9M users.

MONTHLYEMERGING SIGNAL

Copilot US MAU contracts -14.9% MoM

Microsoft Copilot US MAU declined -14.9% MoM, with no identified external catalyst.

MONTHLYSUSTAINED TREND

Claude US MAU grows +16.5% MoM

Claude by Anthropic demonstrated significant engagement acceleration, with US MAU rising +16.5% MoM to 12.1M.

MONTHLYSUSTAINED TREND

Gemini US MAU expands +8.4% MoM

Google Gemini US MAU grew +8.4% MoM, representing the strongest absolute user gain among established AI assistants this period.

TOP NEWS · LAST 7 DAYS

Catalysts to watch