Nu’s Customers Get 34x More Valuable Over Time
NU (update): Cohort analysis shows 66% of 123M customers joined within 4 years, under-monetized at $10.90 monthly ARPAC vs mature customers at $27.30. Customer maturation alone could drive revenue from $11.5B (2024) to $37B by 2030 - 3x growth without adding new customers.
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