On October 17th, according to The Insider of Business, 16thGoogleTHE LATEST AI IMAGE EDITING TOOL TO Adobe It brought some pressure. In August this year, Google launched the Gemini 2.5 Flash model “Nano Banana” and moved quickly to the Red Net, where concerns have been raised as to whether it will affect the image software sold by Adobe, as the tool allows free access to AI to edit images, and the cost of using API is low。
The analysis company Appfigures provides data to Business Inners, which shows that as Gemini downloads surged during the Nano Banana release, it is not possible to find a way to get a better pictureAdobe generated AI image and video application Firefly downloads down.
The report suggests that it is not possible at this time to fully determine the direct relationship between the two, although the point of time is very consistent. Appfigures Data Insight Manager Randy Nelson told Business Insight that Firefly had grown strongly since June, with downloads in August increasing by 150% over July, while Gemini had only 20% over the same period (Note: Data here cover downloads from Google Play and Apple App Store)。
On August 26, Google pushed Nano Banana to Gemini application, Firefly downloadsIt'll drop by half in the next week,Gemini downloads surged.
Gemini download as of October 6, according to Appfigures dataINCREASED FROM THE END OF JULY, and Firefly DECLINE 68%It has reached the lowest level since Nano Banana was released。
More intuitively, after the week of Nano Banana's integration to Gemini, Gemini downloaded 6.1 million more times last week, while Firefly did less than 2 million times。
Analysis of different regions by Appfigures shows that from the end of September to the end of October, United States Gemini downloads increased by 88%, Firefly falling by 82% over the same period。
The Adobe Firefly application allows users to use multiple models and introduced Google Nano Banana in September. When Nano Banana released, Adobe told Business Inner, the advantage was thatCombining multiple models in one place, the user does not need to switch between platforms。
Despite this, users continue to rush to Gemini, while Adobe stock prices have fallen by close to 351 TP3T over the past year, reflecting the serious challenges to its operations posed by Google, OpenAI and other AI competitors。