Is Threads Still a Threat to X - Here are the Numbers

Ariel Ariel
9/22/23

This is a single insight from This Week in Apps - Flutter vs. React Native. Check out the full article for more insights.


After being the most downloaded app in the App Store and Google Play for several days and breaking download records, Threads, Meta's Twitter (now X) competitor, is now back to normal download numbers.

It dipped right after peaking, but has since stabilized and is now seeing the kind of downloads you'd expect from a new social media app.

Now that the hype is mostly over, how do Threads' downloads compare with X?

According to our estimates, Threads saw 32M new downloads since the beginning of August. The split between the App Store and Google Play was pretty even which usually means the app is being pushed hard across both - and that makes a lot of sense.

Threads came out of its dip after about a week, going from being ranked #32 in the US App Store to #2 within a few hours.

How's X compare? Well...

Twitter's big "rebrand" at the end of July really hurt its discovery which resulted in a big drop in downloads, especially from Google Play. I looked at Twitter's discovery problem back in August.

In terms of downloads, X is getting a little more than half the downloads Twitter saw, and I don't think it has anything to do with Threads or any other social platform. X just doesn't have the brand recognition of Twitter.

Since the beginning of August, X saw 15M new downloads from the App Store and Google Play, according to our estimates. And that includes downloads of Twitter Lite which is available in India. That's roughly half that of Threads for the same period.

Threads is in its infancy so outpacing other social platforms is expected, especially given Meta's user base, so that isn't necessarily a concern for Elon and co, but...

Social platforms have a big lock-in. It's why after more than a decade of using Twitter I can't simply switch to Threads. I know some will, but most won't.

Between X's unrecognized brand and Meta's massive push, this could mean bad news for long-term growth. But X has something Threads doesn't - a mature platform, feature-wise, and a monetary reward system for motivated users. Threads doesn't.

It's hard to tell who will win, but looking at the last couple of decades, one has to win. Who do you think it'll be?

App Intelligence for Everyone!

The insights in this report come right out of our App Intelligence platform, which offers access to download and revenue estimates, installed SDKs, and more! Learn more about the tools or schedule a demo with our team to get started.

Are you a Journalist? You can get access to our app and market intelligence for free through the Appfigures for Journalists program. Contact us for more details.

All figures included in this report are estimated. Unless specified otherwise, estimated revenue is always net, meaning it's the amount the developer earned after Apple and Google took their fee.

Tagged: #social-media

Related Resources

X's Mobile Revenue Continues to Drop for 3rd Consecutive Month - Longest Ever Decline
Insights
X's Mobile Revenue Continues to Drop for 3rd Consecutive Month - Longest Ever Decline

X's mobile revenue has been on a very weird trend in the last few months. And by weird I really mean negative. It's weir...

This is The Most Important Trend Every App Developer Must Know About
Insights
This is The Most Important Trend Every App Developer Must Know About

A few weeks ago I gave the opening talk at the App Promotion Summit in NYC and being the keynote I wanted to summarize w...