“The company is leapfrogging rivals like OpenAI and DeepSeek by leveraging its access to billions of Android users, enabling a more effective distribution, integration, and a wider range of use cases for Gemini at scale,” Neil Shah, partner at Counterpoint Research, told CNBC.

“This massive user base creates a “flywheel effect” of adoption, usage, and feedback, further solidifying Gemini’s position as a master agent on the most widely used device on the planet—the smartphone,” Shah said.