What's Happening?
Elon Musk's X, formerly known as Twitter, is experiencing a significant decline in new installs on Android devices, according to data from app intelligence provider Appfigures. In July 2025, X downloads on Google Play dropped by 44% year-over-year worldwide, while iOS downloads increased by 15%. This decline in Android installs has contributed to a 26% decrease in total mobile downloads year-over-year. The company is attempting to address these issues by hiring for its 'Android Dream Team' to rebuild the app, which is known for being buggy and prone to crashes. Despite these efforts, X's subscription revenue has also been affected, with net revenue in July reaching $16.9 million, down from $18.8 million in March 2025.
Why It's Important?
The decline in Android app installs and subscription revenue for X highlights the challenges faced by tech companies in maintaining user engagement and revenue streams across different platforms. As Android users constitute a significant portion of the mobile market, the drop in installs could impact X's overall growth and financial performance. Additionally, the competition from other platforms like Meta's Threads, which is catching up in daily active users, poses a threat to X's market share. The situation underscores the importance of app stability and user experience in retaining customers and driving revenue, especially in a competitive social media landscape.
What's Next?
X is actively working to improve its Android app by recruiting a specialized team to address the technical issues. The company aims to enhance the app's performance and user experience to regain lost ground in the Android market. Meanwhile, X's competitors, such as Meta's Threads, continue to grow, potentially attracting users who are dissatisfied with X's Android app. The success of X's efforts to revamp its Android app will be crucial in determining its ability to recover from the current decline and sustain its subscription revenue.