The Free Toaster News Pod #10 - Dave's Q4 2025 Earnings Report
Carlos and Nick discuss Dave's record-breaking Q4 2025 Earnings Report.
They also discuss Dave's rise to $4B valuation, drop down to a $50MM valuation, and pop back to $2.85B. Additionally, we break down their customer acquisition strategy and ask questions regarding their long-term viability given the DOJ case out there.
They expand on the Free Toaster article recently published here:
https://www.thefreetoaster.com/p/how-dave-scaled-to-1637m-in-q4-revenue
Dave's Meta Ads library Carlos referenced is here:
https://www.facebook.com/ads/library/?active_status=all&ad_type=credit_ads&country=US&is_targeted_country=false&media_type=all&search_type=page&sort_data[mode]=relevancy_monthly_grouped&sort_data[direction]=desc&view_all_page_id=1719276031734555
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A word from our sponsor, Bulldog Media Group:
Bulldog Media Group is a leading performance marketing company that specializes in online customer acquisition for clients in the financial services industry. Since 2000, they have focused on financial services digital marketing as their core niche.
https://www.bulldogmediagroup.com/
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A word from our sponsor, New Market Growth:
New Market Growth helps fintech consumer lenders generate explosive growth on affiliate marketing channels like Credit Karma, Experian Marketplace, LendingTree, and others.
Affiliate marketing involves marketing & credit risk expertise, and NMG's founders bring this with 21+ years of lending experience and 8+ years experience as executive affiliate operators.
If you'd like help planning or implementing your affiliate marketing strategy, email us at carlos@newmarketgrowth.com