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Customer Activity Rate
Measures how actively customers are using the company's services, indicating engagement levels and potential for upselling.Activity has essentially matured—after rapid early gains it’s hovered around 82–83% since 2022 (a brief 84% blip), matching management’s reported 83% (Brazil 86%). That stability removes a major downside risk: growth is now coming from higher ARPAC, credit expansion and product monetization rather than more active users. For investors, upside depends on successful international scaling and AI-driven monetization; near-term seasonality and deliberate investment spend could mute margin gains despite steady engagement.
Date | Activity Rate |
|---|---|
Jun 30, 2026 | 84.00 |
Mar 31, 2026 | 83.00 |
Dec 31, 2025 | 83.00 |
Sep 30, 2025 | 83.00 |
Jun 30, 2025 | 83.00 |
Mar 31, 2025 | 83.00 |
Dec 31, 2024 | 83.00 |
Sep 30, 2024 | 84.00 |
Jun 30, 2024 | 83.00 |
Mar 31, 2024 | 83.00 |