Affirm Investor Day Presentation Deck

The case for international expansion Affirm has large, untapped opportunity in markets outside of North America AFFIRM | 2023 $1T U.S. and Canada 60% of global e-commerce excluding China is outside the U.S. $1.1T EU and UK < $450B APAC ex-China U.S. retail sales and e-commerce market size based upon 2022 U.S. Census Bureau data. Canada e-commerce market size from Statistics Canada for 12 months ending July 2023, UK e-commerce market size from Statista Market Research for 2022, and EU e-commerce market size from 2023 Worldpay from FIS Global Payments Report estimate of 2022 e-commerce market. Asia Pacific ex-China market size based upon eMarketer 2021 Global E-commerce Forecast. affirm 45

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