Workplace AI Usage Continues Climb as Daily Engagement Expands
Data suggest competitive pressures on Google may be overstated and reinforce why we remain shareholders.
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On the closely watched topic of AI adoption and usage, we are seeing more data confirming rising usage in the enterprise and by the consumer in the second half of 2025. As you can imagine, we see this supporting our related plays in the Pro Portfolio, but as we discussed in our conversation with the Schwab Network this morning, the upcoming earnings season will bring fresher figures, but also more examples for how companies are deploying AI.
We heard a few such examples from grocery chain Albertsons (ACI) this morning during its latest earnings call:
"AI demand forecasting is central to our supply chain transformation, enabling precise product tracking from vendor to customer… our tech and AI initiatives are designed to be scalable enterprise-wide programs that can deliver measurable impact and build the foundation for tomorrow. By embedding this across our business, we will unlock structural cost advantages, accelerate speed to market, and create new profit pools.
"… at the core of this evolution is a deeper integration of data and AI across the enterprise. We're not using AI as a short-term lever. We're embedding it into merchandising, labor, and supply chain to create a durable structural advantage.
"… we continue to see margin improvement as we scale adoption and embed AI into everything that we're doing end-to-end."
Those learnings are likely to begin as soon as next week when big banks, including BNY Mellon (BK) , Delta Air Lines (DAL) , JPMorgan Chase (JPM) , and others report.
Before we move the AI conversation forward, we’ll quickly mention that Albertsons' comp sales for the three months ending in November rose 2.4%, well below those of Costco (COST) . We see it as a nice confirmation point for the warehouse retailer taking consumer wallet share.
Back to that AI adoption and usage data…
Recent data from Gallup shows the percentage of U.S. employees who reported using AI at work at least a few times a year increased from 40% to 45% between Q2 2025 to Q3 2025. Frequent use (a few times a week or more) grew from 19% to 23%, while daily use moved less, ticking up from 8% to 10% during the same period. Looking at the chart below shows that the last category more than doubled over the Q2 2025 to Q3 2025 time frame. And yes, the other categories grew significantly as well.
Looking at more recent data from SimilarWeb, in December, Google (GOOGL) Gemini daily active users rose 17% month over month and 351% year over year to 62 million, while ChatGPT saw a 2% month-over-month and 262% year-over-year increase to roughly 392 million. ChatGPT saw a 49% year-over-year increase in daily average web visits to 178 million, while Microsoft's (MSFT) Bing fell 9% to 110 million, and Gemini saw a 567% increase to 56 million. SimilarWeb's data showed that daily average web visits to Google continued to rise in December, up 1% year over year to 2.7 billion.
As we look at those figures for Google’s businesses, it suggests Wall Street may have been overestimating the competitive threat posed by others, and the company could surprise to the upside when it reports later this month.
At the time of publication, TheStreet Pro Portfolio was long COST, GOOGL and MSFT.
