Android app installs for X fell by an alarming 44% year over year in July 2025, which is causing the platform’s financial stability to falter.
iOS downloads increased by 15%, but this was insufficient to counteract the 26% drop in mobile app installs overall.
Between March and July, X’s subscription revenue dropped from $18.8 million to $16.9 million due to the sharp decline in Android installs.
Android installs plunge, dragging down subscriptions
Since Android is used by most smartphone consumers worldwide, X depends heavily on its app performance. Many customers have left because of issues like app crashes and instability.
X’s head of product, Nikita Bier, has recognised these problems and is assembling a specialised “Android Dream Team” to improve the app’s functionality. Even so, the harm is clear: fewer people are signing up for and renewing their subscriptions as the number of Android users declines.
The revenue equation is dominated by Android difficulties, despite an increase in iOS installs.
Competition gains from X’s Android troubles
The decline of X in the Android market has let alternatives like Meta’s Threads expand quickly. Threads gained 127.8% daily active users, topping 115 million, while X lost 10%.
X’s ecosystem is losing users and subscriptions as Android users switch to more stable apps.
Grok, X’s premium AI chatbot, may be cannibalising subscriptions by dividing services outside the main app, increasing revenue constraints.
X’s focus on iOS installations while disregarding Android’s decline risks alienating users. Android drives global growth; therefore, failing to stabilise and develop the app on this platform is a concerned for revenue and long-term survival.
X faces deep-rooted issues as Android installs plummet and subscriptions suffer. Building trust and a seamless Android experience is essential to stopping the financial downturn and re-establishing a strong, united platform.