Alternative Metrics, page-2158

All systems firing, we are go for launch! All of the stats below are pre November and December sales season.

It's only October but we have

• 18% MoM growth in Afterpay visits = 9.82 million
• 51% MoM growth in Clearpay visits = 1.19 million (this is actually larger than Klarna's UK figure now )
• Total visits 11.01 million

Some top merchants:






(notice clearpay and afterpay showing up on the right)








Afterpay already appearing on Ulta pre official Instagram launch.







Our next largest competitor Klarna is growing strongly too but we're catching up in terms of overall traffic. In UK we've caught up, and in the US, well they're on ~800k visits and we're on 3.47m visits.

Klarna also consistently has much lower referral input (20% vs Afterpay's 40%). This indicates a lot more of its traffic is unrelated to purchasing, likely because as it operates as a bank in certain EU countries. This means Afterpay is really doing double Klarna's merchant transactions (excluding ghost card).





Can't wait to see this strong web result reflected in the next company update..