It seems like they are on a better track to profitability if their revenue rebounds a bit - i.e. if they get up to 80% of their previous revenue they will be operating that level of revenue with underlying profitably rather than operating unprofitably at their previously larger revenue figure.

IMO Twitter Blue wasn't as much about making a load of money, as it was Musk sticking a stake in the ground and saying 'We are going to change things fast and experiment with things - and I don't want sacred cows'.