Concur

0 statements across 0 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jul 10, 2025 by Art Levy · across every show →

Everything said about Concur, oldest first

Jul 10, 2025 bullish
Prediction Not checkable as stated
Brex will surpass Concur's $1.5B revenue mark through interchange monetization
“If Brex continues on our current run rate, like we're going to eclipse that much, much faster by winning their customers, but monetizing through the interchange, not through generic software revenue.”
Art Levy Jul 10, 2025 ▶ 1:13:47 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
Jul 10, 2025 positive
Insight
Financial rails let Brex monetize 20x better than software like Expensify
“We believe that we monetize 20 times better Then other spend management systems, systems like Expensify or Concur, because we monetize through financial services.”
Art Levy Jul 10, 2025 ▶ 1:13:28 Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
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