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Total Members
Reflects the overall user base size, providing insight into market reach and potential for upselling paid services.Total members rose in stepwise jumps through 2023 then flattened by mid‑2024, with a brief early‑2024 dip that aligns with migration/seasonality noise. With only ~650k paid customers vs a multi‑million user base, the story is about monetization not raw reach: interchange and travel traction and platform migrations are the levers to convert free users. Management’s FY26 investment in sales/marketing and AI (and lower FCF guidance) signals a deliberate push to turn this large free audience into revenue, but migration completion and paid‑member trends are key catalysts or risks.
Date | Total Members |
|---|---|
Jun 30, 2026 | 15.00M |
Mar 31, 2026 | 15.00M |
Dec 31, 2025 | 15.00M |
Sep 30, 2025 | 15.00M |
Jun 30, 2025 | 15.00M |
Mar 31, 2025 | 15.00M |
Dec 31, 2024 | 15.00M |
Sep 30, 2024 | 15.00M |
Jun 30, 2024 | 15.00M |
Mar 31, 2024 | 13.00M |