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average revenue per user

also referred to as: arpu

3 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Jan 31, 2025 by TS Anil · across every show →

Everything said about average revenue per user, oldest first

Jan 31, 2025 positive
Assertion Supported
Monzo Achieves £145 Retail ARPU and £150 Small Business ARPU
“It's about a 145 pounds. On the retail side. And 505 150 on the small business side.”
TS Anil Jan 31, 2025 ▶ 15:58 TS Anil, CEO @Monzo: From Layoffs, Downrounds and Low Employee NPS, To $1BN in Revenue | E1254 · 20VC with Harry Stebbings
Jan 31, 2025 neutral
Insight
Neobanks Can Match Main-Bank ARPU Through High-Value Secondary Products
“You can get that same ARPU, even if someone's not using you as the main bank, but takes out another bigger product from you can get similar ARPUs.”
TS Anil Jan 31, 2025 ▶ 15:15 TS Anil, CEO @Monzo: From Layoffs, Downrounds and Low Employee NPS, To $1BN in Revenue | E1254 · 20VC with Harry Stebbings
Mar 26, 2026
Insight
Lemkin: Core AI products must drive 50% or higher ARPU growth
“Is your ARPU 50% or higher than it was pre-AI? It's a really simple test. Can you drive ARPU up 50% or more? It's very different at Salesforce or ServiceNow. It appears that Notion has done that, in which case they passed the test, right? But I want to see 50%…”
Jason Lemkin Mar 26, 2026 ▶ 56:46 Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
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