Grok's latest AI model, Grok 4, has driven the app's revenue, increasing gross revenue by 325% to $419,000 on iOS and daily downloads by 279% to 197,000. The new model's launch outpaced the impact of Grok's AI companions, which only increased revenue by 9% after its release. Grok 4's success is significant, given the app's expensive new subscription offering.
Grok's latest AI model, Grok 4, has significantly boosted the app's revenue and downloads. According to Appfigures, the launch of Grok 4 resulted in a 325% increase in gross revenue on iOS, reaching $419,000, compared to $99,000 the day before the launch. Daily downloads also surged by 279% to 197,000, demonstrating strong user interest in the new model [3].
The impact of Grok 4's launch was more pronounced than the introduction of Grok's AI companions, which only increased revenue by 9% after their release. While the companions likely drove more installs, the feature is not yet poised to be a significant money-maker for the company. The companions are only available to "Super Grok" subscribers paying $30 per month [3].
Grok's iOS downloads globally were up 40% the day after the companions launched, reaching 171,000 daily installs, but revenue increased just 9%, hitting $337,000. This suggests that while curiosity about the companions drove more installs, the primary revenue driver remains Grok 4 [3].
Grok's success with Grok 4 is notable, especially given the app's expensive new subscription offering. The company announced a $300-per-month subscription called SuperGrok Heavy, its priciest plan to date. This offering provides early access to Grok 4 Heavy and other new features [3].
The launch of Grok 4 has also improved Grok's ranking on the U.S. App Store, making it the No. 3 top app overall and No. 2 in the Productivity category by July 12. This interest has declined somewhat, but the initial impact of Grok 4's launch is clear [3].
References
[1] https://www.ainvest.com/news/ai-stock-outperforms-nvidia-385-revenue-increase-2507/
[2] https://money.rediff.com/news/market/shein-app-downloads-surge-reliance-retail-q-commerce-growth/30403120250718
[3] https://techcrunch.com/2025/07/21/groks-ai-companions-drove-downloads-but-its-latest-model-is-the-one-making-money/
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