Public companies
COMPANY
TICKER
SIGNAL
SUMMARY
Google
GOOGL
SUSTAINED EXPANSION
Google Gemini United States MAU expanded +7.2% MoM, supported by steady international performance at +6.7% MoM.
Microsoft
MSFT
USER ATTRITION
Microsoft Copilot United States MAU contracted -16.8% MoM, representing a confirmed inflection downward.
Meta Platforms
META
SUSTAINED EXPANSION
Meta AI United States MAU grew +10.9% MoM alongside a +20.3% MoM international expansion.
Duolingo
DUOL
MILD EXPANSION
Duolingo United States MAU grew a modest +1.9% MoM, maintaining share within the education sector.
Adobe
ADBE
GROWTH SIGNAL
Lightroom United States MAU expanded +13.0% MoM.
Adobe
ADBE
CONFIRMED INFLECTION
Adobe Firefly United States MAU grew +28.2% MoM, representing a confirmed reversal in engagement.
Private companies
COMPANY
SIGNAL
SUMMARY
OpenAI
STABLE EXPANSION
ChatGPT United States MAU expanded +2.9% MoM, maintaining its dominant base.
Anthropic
SUSTAINED EXPANSION
Claude United States MAU grew +13.4% MoM, indicating strong competitive traction.
Perplexity AI
VOLATILITY
Perplexity United States MAU contracted -2.5% MoM, signaling a temporary headwind in adoption.
By trend classification
Sustained
- Google GOOGL
- Meta Platforms META
- Anthropic
Confirmed Inflection
- Microsoft MSFT
Emerging Signal
- Adobe ADBE
- Perplexity AI
- Adobe ADBE
Ambiguous
- OpenAI
- Duolingo DUOL