Yulia Slavina

Aadit Sheth: U.S. users represent just 14 percent but drive over half of X revenue

Aadit Sheth: U.S. users represent just 14 percent but drive over half of X revenue
X relies on U.S. for revenue

Aadit Sheth highlights a major revenue concentration risk for X, noting that only about 14 percent of its users are based in the U.S., but this group generates more than 50 percent of the platform's revenue.

Sheth points to a clear disconnect between X's global ambitions and its dependence on the U.S. market, warning that this imbalance exposes the company to significant risk. Even if a rebound occurs, revenue for 2025 is still projected to reflect this heavy reliance on U.S. users.

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