X’s Declining Android App Installs Are Hurting Subscription Revenue
Elon Musk’s X is facing a major challenge: declining Android app installs are hurting subscription revenue. While downloads on iOS continue to rise, Google Play sees a steep drop in new users. In July 2025, X’s Android installs fell by 44% year-over-year, even as iOS downloads grew 15%.
This slowdown is dragging down X’s overall mobile performance. Total mobile downloads dropped 26% year-over-year in July, a slight improvement from June’s 35% decline, mainly due to Android’s ongoing struggles.
Android Struggles Impacting Revenue
The decline in Android app installs is more than just a numbers issue. Lower downloads directly affect subscription revenue, as fewer users engage with the app and upgrade to premium tiers. For X, Android represents a critical segment that can no longer be ignored.
App intelligence provider Appfigures highlighted that X’s Android app has long been problematic. Bugs, frequent crashes, and slow updates have created a poor user experience, discouraging new installs and hurting revenue growth.
X Plans an Android Comeback
X isn’t standing still. Newly hired head of product, Nikita Bier, known for building teen-focused apps like Gas and TBH, is spearheading a rebuild of X’s Android app. Bier announced the creation of an “Android Dream Team” to tackle these issues and improve app stability.
Meanwhile, X’s iOS app continues to thrive, even hitting a record week for downloads. The contrast highlights how urgent it is for X to fix Android, where declining installs are directly impacting subscription revenue.
What This Means for Users and Investors
For users, this means a better Android app could be on the horizon, with fewer crashes and smoother performance. For investors, the drop in Android installs signals a real threat to revenue growth, as subscriptions on Android lag behind iOS.
Until X addresses these Android issues, the platform will continue to see its subscription revenue hurt by declining app installs, potentially slowing overall growth.
Post a Comment