Affirm Investor Day Presentation Deck
Accelerating product adoption while improving unit economics
We see encouraging signs of product-market fit across all major metrics
Affirm Card active consumers¹ ('000s)
600
450
300
150
O
Mar
2023
Apr May Jun Jul Aug Sep Oct
2023 2023 2023 2023 2023 2023 2023
>500k active in October
AFFIRM | 2023
Monthly GMV ($M)
100
80
60
40
20
O
Interest Bearing
Pay Now
Jan Feb Mar
2023 2023 2023
Pay in 4
İİ
Apr May Jun Jul Aug Sep Oct
2023 2023 2023 2023 2023 2023 2023
~$100M monthly GMV³
1 Affirm Card active consumer defined as a consumer who engages in at least one Affirm Card transaction during the 12 months prior to the measurement date, presented as of the end of the period.
2 Reconciliations of GAAP results to non-GAAP results are provided in the Appendix to this presentation.
3 Trailing month ended November 10, 2023.
Revenue less transaction costs ("RLTC")²
as a % of GMV
FQ1'23
FQ2'23
FQ3'23
FQ4'23
Improving unit economics
affirm
FQ1'24
15View entire presentation