Why Revenue Durability Matters More Than Ever for Nu Holdings

Key Takeaways Nu Holdings grew customers to 127M in Q3 2025, adding 4M users while keeping activity above 83%.NU lifted currency-neutral revenues 39% year over year in Q3 to $4.2B as users adopted more products.Nu Holdings' tech-first model and everyday products lift ARPU and visibility without chasing risky.At this stage of its growth cycle, Nu Holdings’ (NU) most compelling differentiator is its improving revenue durability, the ability to transform a vast customer base into recurring, multi-product incom ...