Research
FORUM TRANSCRIPT

Affirm – Buy Now, Pay Later Strategy & Competitive Dynamics

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former executive at Affirm Holdings Inc

Agenda

  • Affirm’s (NASDAQ: AFRM) growth strategy and broader buy now, pay later adoption drivers – market sizing and 1-5-year outlook
  • BNPL (buy now, pay later) offering differentiators across the competitive landscape and open- vs closed-loop models
  • MDR (merchant discount rate) trends and how MDRs are being driven by product diversification
  • Regulatory environment update and increased focus from credit bureaus

Questions

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