Affirm Investor Day Presentation Deck
Driving expansion at
existing merchant cohorts
Ongoing playbook
to expand share of
cart
Excellent track
record of renewals
of key merchants
Strong long-term growth of each
merchant cohort over time
115% dollar-based net expansion in FQ1'24
Dollar based net expansion based upon FQ1'24 GMV of merchants that were active as of the beginning of FQ1'23 / FQ1'23
GMV for merchants that were active as of the beginning of FQ1'23. This calculation excludes GMV from Affirm Canada,
direct to consumer products such as Affirm Anywhere and Affirm Card, and Returnly.
AFFIRM | 2023
$16B
$12B
$8B
$4B
$OB-
Merchant GMV performance by calendar year cohort
2017 & Prior
2018
2020
2021
2019
LTM FQ1'24
First full year
Trailing twelve months as of September 30, 2023. This calculation excludes GMV from Affirm Canada, direct to consumer products such as Affirm Anywhere
and Affirm Card, and Returnly.
COHORT CAGR
+19%
+4%
+12%
+14%
+31%
affirm
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