Key Updates on Major Companies
Nu Holdings (NYSE: NU), a Brazilian digital bank, reported a 16% surge in customer numbers, adding 4.3 million in Q3 2025, with potential growth in Mexico and Colombia. Currently, it serves 110 million out of 127 million total customers. Average revenue per active user rose to $13, up from $11 last year, highlighting monetization opportunities.
Taiwan Semiconductor Manufacturing Company (NYSE: TSM) is set to open 12 new plants in Arizona, expanding its U.S. footprint. Its Q4 2025 revenue grew by 26% year-over-year to $34 billion, with high-performance computing now accounting for 55% of total revenue.
Lemonade (NYSE: LMND) reported a 30% increase in in-force premiums in Q3 2025, while its adjusted EBITDA loss narrowed from $49 million to $26 million, with expectations to reach breakeven this year. The company’s automated platform has driven improvements in customer experience and claims payout efficiency.
