Elon Musk’s X App Sees 44% Drop in Android Downloads as iOS Grows, Struggles with Subscription Revenue
In July 2025, data from app intelligence provider Appfigures reveals a significant decrease in new installs for an unnamed company’s Android app, with downloads dropping by 44% year-over-year. Conversely, iOS downloads experienced a 15% growth during the same period. This decline has resulted in a 26% drop in total mobile downloads year-on-year as of July, marking a slight improvement from the previous month when total downloads fell by 35%.
The downward trend in Android installs is impacting the overall average, with Android devices seemingly proving problematic for the company. Recently appointed head of product for the unnamed company, Nikita Bier, known for his success with teen social apps like Gas and TBH, has hinted at plans to address these issues on Android, where the app is notoriously buggy and prone to crashing.
In a recent post, Bier announced recruitment for the company’s “Android Dream Team” to work on rebuilding the Android app. Meanwhile, the iOS app reportedly enjoyed a record week in terms of installs, potentially as a diversion from the substantial drop in Android downloads.
The exact destination of potential Android users remains unclear. Rival Bluesky has experienced slowed growth recently, and its Google Play app recorded only 119,000 downloads in July – significantly lower than the millions that install the unnamed company’s app on iOS and Android each month. However, Meta’s Threads daily active users have been increasingly comparable to the unnamed company’s mobile user base, suggesting that some Android users might be transitioning there.
In addition to the drop in Google Play installs, the unnamed company is grappling with stagnant subscription revenue growth, according to Appfigures. In July, the company earned $16.9 million in net revenue, a slight decline from the $18.8 million earned in March 2025, but an improvement from the $16.8 million generated in June. It’s worth noting that the majority of the company’s overall revenue still comes from ads rather than in-app premium subscriptions.
The declining demand on Android is partially responsible for the revenue decline, but the company may also be losing paying customers to Grok. Grok now offers a standalone app that appeals to users who were primarily purchasing subscriptions from the unnamed company for its AI features.
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