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Total Products
Counts the total financial products held by members, showcasing the company's ability to cross-sell and deepen customer relationships.Total Products shows sustained, accelerating multi‑year expansion, with record quarterly product additions in early 2026 driven by both robust new‑member growth and high attach rates among existing members. That expanding product base is materially improving monetization and margin dynamics—supporting Rule‑of‑40 outperformance and management’s confident top‑line guidance—while the company scales lending and payments. Near‑term risks include a lost large tech‑platform client and elevated H1 marketing spend, which may compress segment revenue and margins before expected back‑half payback.
Date | Total Products |
|---|---|
Jun 30, 2026 | 24.38M |
Mar 31, 2026 | 22.16M |
Dec 31, 2025 | 20.17M |
Sep 30, 2025 | 18.55M |
Jun 30, 2025 | 17.14M |
Mar 31, 2025 | 15.92M |
Dec 31, 2024 | 14.74M |
Sep 30, 2024 | 13.65M |
Jun 30, 2024 | 12.78M |
Mar 31, 2024 | 11.83M |