
TikTok Sets a Record and the RedNote Craze Subsides

In the race to replace Twitter, Threads is off to a strong start but still has a long way to go toward winning the enduring loyalty of those who partake in a social network dominated by text posts and linked articles. Despite attracting far broader attention than Twitter alternatives like the open source Mastodon or the still beta Bluesky, the Threads spin-off from Meta’s Instagram business unit does not yet have customers coming back regularly.
Many of the statistics quoted below are based on usage on Android, which is somewhat easier to track than usage on iOS – although numbers for Apple’s mobile app platform will be released in the coming weeks.
To a large extent, Threads solves the “empty party problem” that makes it tough to start a new online community by allowing Instagram users to instantly create a Threads account, bringing their existing contacts with them. Our daily usage numbers make Meta’s claim of having achieved more than 100 million total account signups in a matter of days seem reasonable. However, Threads is missing many basic features and still needs to offer a compelling reason to switch from Twitter or start a new social media habit with Threads.
Here’s a snapshot of how the two compared during the initial rush of excitement and the days after.

Threads drew the most usage within the US, partly because it’s not available in another key market, the EU. US users were enthusiastic enough about diving into Threads and seeing who else was there that they averaged 21 minutes of usage of the app on July 7. However, by July 14, that was down to a little over 6 minutes.

There are some signs that Threads threads to eat directly into Twitter’s market share. In the first two full days that Threads was generally available, Thursday and Friday, web traffic to twitter.com was down 5% compared with the same days of the previous week and Twitter Android app usage, by time spent, was down 4.3%.
In a bad sign for app user loyalty, Twitter user retention has been on the decline. On Android, the percentage of new users who are continuing to regularly use the Twitter app after 30 days has dropped from 19% in May 2022 to 16% in May 2023. In contrast, the loyalty of new Instagram users has held steady at about 40%.
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David covers social media, digital advertising, and generative AI. With a background in web trends since the 1990s, he’s also the author of "Social Collaboration for Dummies".
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