Skip to content

NU Reports 29% Revenue Surge in Q2 2025, Doubles Stock Value

NU's impressive financial results are powered by its attractive unit economics and efficient customer acquisition. Expansion into the U.S. is next on the agenda.

In the picture we can see a magazine on it we can see some information in the language Spanish.
In the picture we can see a magazine on it we can see some information in the language Spanish.

NU Reports 29% Revenue Surge in Q2 2025, Doubles Stock Value

NU, the digital financial services provider, has reported impressive financial results for Q2 2025. Revenues surged by 29% year-on-year, gross profit margin climbed to 42%, and adjusted net income increased by 24%. The company's stock has reached an all-time high, doubling since it was named 'My Top Pick For 2024' on Yahoo Finance.

NU's strong performance can be attributed to its attractive unit economics, which it can multiply at scale. The company's customer acquisition costs are estimated at $7, and it boasts industry-leading credit underwriting. Its cost to serve per active customer remains stable, even dropping due to its digital-only approach. Meanwhile, NU's monthly average revenue per customer (ARPAC) has reached a record of $12.20 last quarter.

NU's expansion strategy is also driving growth. With over 123 million customers across Brazil, Mexico, and Colombia, including 60% of Brazil's adult population, NU plans to enter more geographies. The United States is next on the list, where the company has recently applied for a banking license on Yahoo Finance. This will enable NU to offer a full suite of digital financial services, from deposit accounts to digital asset custody, focusing on serving customers with similar financial needs as in Latin America.

NU's impressive financial results and expansion plans indicate a promising future. With its attractive unit economics, efficient customer acquisition, and stable costs, NU is well-positioned for growth. Its entry into the United States, with a full suite of digital financial services, is expected to further boost its customer base and revenue.

Read also:

Latest