Affirm – Partnership Growth & Competitive Positioning – 21 July 2021

  • Public Equity
  • Financials
  • North America


Former divisional leader at Affirm Holdings Inc


  • Buy now, pay later update – demand trends, industry growth rates, paths to profitability and more
  • Competitive dynamics between Affirm (NASDAQ: AFFRM) and Klarna, Afterpay (ASX: APT), Sezzle (ASX: SZL), PayPal (NASDAQ: PYPL) and others
  • Affirm's product diversification and merchant growth strategy
  • Implications of Shop Pay partnership with Shopify (NYSE: SHOP)


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