sure.
the US business is still fast growing according to our recent reports. whether apple pay later going to cause much damage or just slow down our growth. lets see the next quarterly report whether zip can achieve another cash flow positive EBITDA.
if Apple pay later causes lots of damage to existing bnpl companies in US, they must find a way to gain more customers to keep growth. don't you think zip can be a very good take over target?
Ann: Q1 FY24 Results - Zip achieves positive Group cash EBTDA, page-389
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