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OpenAI: Apple's ChatGPT Integration Underperforms Expectations, Subscription Conversion Below Forecasts

Odaily reports: After Apple integrated ChatGPT into Apple Intelligence, the new weekly active users and paid subscription conversions it brought to OpenAI both fell short of expectations. By the summer of 2025, OpenAI internally had concluded that the partnership's performance was "significantly below expectations."

Documents show that ChatGPT is disabled by default in Apple Intelligence and requires users to manually enable it, which may have limited actual usage rates. OpenAI had hoped to leverage the iPhone user base to expand ChatGPT's reach and drive paid conversions, but the documents did not disclose specific user or subscription figures.

Additionally, Apple chose Google Gemini as the model foundation for the new version of Siri AI this year. The relevant information comes from litigation documents and reflects OpenAI's position in the lawsuit, rather than operational data publicly disclosed by either party. (Financial Times)