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Chronicles

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OnlyFans reports revenue for the year ending November 2021 rose 160% YoY to $932M, creators up 34% YoY to 2.1M, earning nearly $4B, and fans up 128% YoY to 188M

The Information Kaya Yurieff

Context & Ripple Effects

OnlyFans had already signaled rapid marketplace expansion in 2020, projecting more than $2B in sales while reaching 85M users and more than 1M creators. The 2021 filing shows that expansion carried into a substantially larger creator-and-fan base.

The next reported year brought a different growth profile: revenue rose 17% to $1.1B in FY 2022 even as creator accounts increased 47%. That makes the 2021 results an inflection point between pandemic-era scale-up and a larger, more mature marketplace.

First-order effects

  • OnlyFans' 2.1M creators collectively received nearly $4B, establishing creator payouts as the platform's central economic output rather than a marginal feature.
  • The jump to 188M fans expands the addressable paying audience for creators and increases the platform's transaction base.

Second-order effects

  • As creator supply rises faster than platform revenue in the following year, OnlyFans faces greater pressure to sustain creator earnings across a more crowded marketplace.
  • The platform's FY 2022 results show that growth shifted from the 2021 surge toward steadier revenue expansion, despite continued creator acquisition.

Third-order effects

  • OnlyFans' later growth to 4.6M creator accounts and $5.8B in payouts suggests a durable two-sided creator marketplace whose scale is measured as much by money distributed to creators as by platform revenue.
  • If this pattern persists, subscription platforms will be judged on whether expanding creator supply translates into sustainable creator payouts, not merely headline user growth.

The trend: Creator subscription platforms are evolving from rapid audience acquisition into large marketplaces where payout growth and creator economics become the key measures of durability.

Discussion

  • @carnage4life Dare Obasanjo on x
    Every once in a while a startup shows up that turns conventional wisdom on its head. Even though pr0n is free on the internet, OnlyFans got 188M people to spend almost $4B buying risqué content from 2.1M creators. The only creator economy that's thriving. https://www.theinformati…
  • @morqon Morgan Evetts on x
    onlyfans is ~1/4 the size of youtube, measured by dollars paid to creators https://twitter.com/...
  • @alexebarker Alex Barker on x
    Still stunned by the OnlyFans story. The $500m dividend payout to owner is: — Twice market value of Buzzfeed — 2.5x MailOnline's revenue in 2021 — More than annual revenue of Mindgeek (pornhub) — Almost the size of WPP's dividend over same period https://www.ft.com/...
  • @jimwaterson Jim Waterson on x
    Well the UK has finally launched a globally successful online media business and it's... yeah, it's OnlyFans. Who are 100% owned by an American. But are keen to emphasise that they paid £75m in UK corporation tax last year. https://www.theguardian.com/ ...
  • @kyurieff Kaya Yurieff on x
    OnlyFans releases its financial results for the year ending November 30, 2021: —Revenue up 160% to $932 million yoy —Nearly $4 billion paid to creators in 2021 —# of creators rises 34% —# of fans up 128% More here: https://www.theinformation.com/ ...
  • @kylebrussell Kyle Russell on x
    creator economy booming https://twitter.com/...