AI BriefingSeptember 2026 AI App Revenue: Grok Hits Top 30 as AI Features Move to Higher Tiers
·2026.10.20 20:06
Key point
ChatGPT leads with $417.3M in September revenue while Grok, Meta One, and Google Photos drive growth by restricting advanced AI features to premium subscription tiers.
Details
- ChatGPT maintained its #1 global revenue position with $417.3M in September, showing continued month-over-month growth.
- xAI's Grok reached #25 with $29.2M in revenue (18% MoM growth), driven by the September 21 launch of Grok 4.7, which is restricted to paid tiers of at least $30/month.
- Meta One launched globally on September 15, bundling higher Meta AI and Business Agent quotas with verification benefits in plans ranging from $14.99 to $499/month. Facebook saw >185% MoM revenue growth.
- Google Photos saw over 528% MoM revenue growth to $19.3M. New Gemini Spark features are available exclusively to US Pro/Ultra subscribers, while AI wardrobe features require Pro or Ultra subscriptions and are available in the US, India, and Brazil.
- Other high-growth AI apps include Goodnotes ($13.3M, 69% MoM), Tipsy Chat ($8M, 55% MoM), and Suno ($5M, 27% MoM, with 48% of revenue from China).
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