Consumer interest in the latest AI advancements is skyrocketing. OpenAI’s newest model, GPT-4o, launched on May 13, has driven the company’s largest-ever revenue spike on mobile platforms, despite the model being freely accessible on the web. GPT-4o is a versatile model capable of handling text, speech, and video, offering real-time responsiveness and various emotive voice options. These enhancements have led more users to upgrade to OpenAI’s paid subscription, according to app intelligence firm Appfigures.
OpenAI initially announced that GPT-4o would be available to users on its free tier, but this has not yet extended to the ChatGPT mobile app. The company plans to roll out GPT-4o to mobile users eventually. In the first week of the launch, mobile users were encouraged to upgrade to ChatGPT’s $19.99 monthly subscription, ChatGPT Plus, to access the latest features.
Surge in Subscription Revenue
This strategic move has significantly boosted subscription demand among mobile users, resulting in the largest revenue spike OpenAI has experienced on mobile devices. The ChatGPT mobile app’s net revenue increased by 22% on the day of the GPT-4o launch and continued to rise in the following days. On the first Tuesday after the launch, net revenue reached $900,000, nearly double the app’s daily average of $491,000. (Net revenue figures are calculated after Apple and Google take their commission.)
Before this, the second-largest revenue spike for ChatGPT occurred in April but was much smaller, representing an unusually high revenue day rather than a significant jump. From May 13 to 17, the ChatGPT mobile app earned $4.2 million in net revenue across both the App Store and Google Play, marking the app’s largest revenue spike to date. This increase highlights the strong consumer demand for the latest AI experiments on mobile, even when priced higher than a Netflix subscription.
Apple’s App Store was the primary source of this new revenue, accounting for 81% of the total. The U.S. was the top market, contributing $1.8 million. Other significant markets included Germany ($282,000), the U.K. ($212,000), Japan ($210,000), France ($147,000), Canada ($134,000), Korea ($123,000), Brazil ($117,000), Australia ($102,000), and Turkey ($89,000).
The revenue trend shows no signs of slowing down and may continue to sustain or even increase, according to the data. Stay tuned for further updates.
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