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Chronicles

The story behind the story

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An independent researcher's data shows that out of the ~150K Twitter Blue subscribers in November 2022, just ~68,157 were still subscribed on April 30

The early birds cancel their subscriptions.  —  Twitter Blue's struggles since its launch nearly six months ago are more severe than previously revealed, new data suggests.

Mashable Matt Binder

Context & Ripple Effects

Twitter Blue’s early uptake had already been questioned: an internal log recorded more than 140,000 sign-ups shortly after launch, while later reporting put paid US subscriptions at roughly 180,000 by mid-January. The new researcher dataset adds a retention measure to that arc, rather than another snapshot of sign-ups.

It also follows evidence of weak funnel conversion: March visits to Blue’s promotional page converted at a low rate. The reported April subscriber count suggests the issue is not only attracting interest but keeping early buyers subscribed.

First-order effects

  • The researcher’s figures imply that fewer than half of the roughly 150,000 November subscribers remained by April 30, directly shrinking the recurring revenue base attached to that early cohort.
  • Twitter must treat the initial Blue launch as a retention problem as well as an acquisition effort; a large early sign-up number is less meaningful if cancellations persist.

Second-order effects

  • Low retention makes paid acquisition and promotion less efficient, because replacement sign-ups must offset cancellations before the subscriber base grows.
  • The result sharpens scrutiny of Blue’s economics alongside the earlier internal estimate of subscription revenue, particularly because headline subscriber totals may mask churn.

Third-order effects

  • If recurring digital services continue to show large gaps between launch uptake and retained users, platforms will face stronger pressure to demonstrate cohort retention rather than report cumulative sign-ups.
  • For social platforms pursuing subscriptions, the durable test becomes whether paid features create continuing utility for broad users, not merely a short-lived response to a product relaunch.

The trend: Twitter Blue is one data point in the broader shift from subscription launch metrics toward retention and recurring-revenue accountability.

Discussion

  • @jhweissmann Jordan Weissmann on x
    This already seemed obvious, but the data confirms Musk bet his business on the most annoying reply guys here https://mashable.com/... https://twitter.com/...
  • @mattyglesias Matthew Yglesias on x
    One of my frustrations as an (involuntary, non-paying) Twitter Blue member is that Blue actually delays the speed with which your posts go up as some kind of side effect of the edit feature. https://twitter.com/...
  • @dvsch @dvsch on x
    I'll give Elon credit, that's an insane churn rate. Possibly the biggest I've seen. https://twitter.com/...
  • @jamesrbuk James Ball on x
    Oh. As attrition numbers go, these are *dire*, especially as your first subscribers are your diehards. There could be a “legacy twitter blue” effect here but...eeesh. https://twitter.com/...
  • @mattbinder Matt Binder on x
    new from me: More than half of Twitter Blue's earliest subscribers are no longer subscribed to the service that is, over 54% of the 150,000 users who first subscribed when Twitter Blue launched in November are no longer subscribing https://mashable.com/...
  • @malooski_vt @malooski_vt on x
    This is wild. Rough numbers. 68k * $8/mo * 12mo = $6.5M/yr Assuming 150k salary Blue pays for < 50 Twitter engineers. An app like Twitter should have hundreds. Reports show around 500. There's no way adverts are making the rest up. Lmao. https://twitter.com/...
  • @ashleylatke Ashley Lake on x
    My guess is many Musk fans / trolls have already unsubbed . There just isn't much value for them in Blue compared to (the still fairly little offered) a financially motivated use case. https://twitter.com/...
  • @daveleebbg Dave Lee on x
    Abandoned ticks! https://twitter.com/...
  • @mattnavarra Matt Navarra on x
    Over half of Twitter Blue's earliest subscribers are no longer subscribed 81,843 users, or 54.5%, of Twitter users who subscribed to Twitter Blue when it first launched in November are no longer subscribed to the service. LOL https://mashable.com/...
  • @a_fuckinggenius DimeBag Darrell on x
    0.015% of the total twitter accounts are paying for this shit 🤣 https://twitter.com/...
  • @goldengateblond Shauna on x
    turns out paying $8/month just to be blocked isn't popular ¯\_(ツ)_/¯ https://mashable.com/...