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Image model releases drive 6.5x more app downloads than traditional model updates, according to Appfigures analysis

TechCrunch AIMay 4, 20262 min read
Image model releases drive 6.5x more app downloads than traditional model updates, according to Appfigures analysis

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3 Key Points

  1. Image model releases from ChatGPT, Gemini, and Meta AI generated millions of incremental downloads. ChatGPT's GPT-4o image model added more than 12 million installs in 28 days after its March release; Google Gemini's Nano Banana drove 22+ million downloads in 28 days following the August Gemini 2.5 Flash image model launch; Meta AI's Vibes added an estimated 2.6 million downloads in 28 days after its September 2025 release.

  2. Image model launches produced larger download spikes than prior text-only model releases. ChatGPT's image model generated roughly 4.5x more downloads than its GPT-4o, GPT-4.5, and GPT-5 model releases; Gemini's image launch lifted downloads by more than 4x over its 28-day period.

  3. Download growth from image models did not consistently translate to revenue. ChatGPT's 4o image model led to an estimated $70 million in gross consumer spending over 28 days, but Nano Banana drove only $181,000 despite producing a larger download spike, and Meta AI's Vibes launch led to no meaningful revenue.

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