Affirm Investor Day Presentation Deck
Path to $50 Billion GMV
Potential growth drivers and their expected contributions in FY'24 and medium-term
FY'24:
Checkout button driven growth
$20B
FY'23
AFFIRM | 2023
Winning @ Checkout
affirm
D2C
New Markets
>$24.25B
FY'24 outlook
MEDIUM-TERM:
Diversified growth across multiple drivers
$20B
FY'23
Mid teens
per year
Winning @ Checkout
affirm
Mid single
digits per
year
D2C
来
CA UK B2B
Low single
digits per
year
New Markets
Notes:
FY'24 Outlook based upon the Financial Outlook provided on November 8, 2023.
-Winning @ Checkout includes Affirm's B2B2C business excluding B2B sole proprietorship GMV and GMV outside of North America; D2C includes Affirm Card and other direct-to-consumer offerings; New Markets includes GMV from B2B sole proprietorship transactions and GMV outside
of North America.
$50B
Low 20s
plus per
year
Medium term GMV
affirm
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