SoFi $SOFI and Nubank $NU both posted standout Q1 2026 results, but with very different strengths. $SOFI pushed profitability and deposits higher, while $NU surged past 135 million customers and $5 billion in revenue, powered by Al-led growth and scale. Here are the key figures: $SOFI: → Revenue $1.1B → Adjusted EBITDA $340M → Net income $166M → 14.7M members, 22.2M products → Deposits at $40.2B $NU → 135M customers → $5B in quarterly revenue → Net income $871M → NuFormer, its own Al model, now running credit decisions → Delinquency (15-90 days) ticking up to 5.0% But the bigger story? SoFi $SOFI is proving profitability and product depth win in the US. Nubank $NU is proving Al-driven scale still wins across Latin America. Two different playbooks. Same conclusion: the FinTechs that win now are the ones that turned growth into a business.
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