Don't look at the revenue graph to assess seasonality, look at transaction volume graph. Z1P recognises a lot of revenue over time (customer interest & monthly fees) unlike Afterpay which recognises majority of revenue at time of sale. If Zip revenue is increasing in a more counter-seasonal manner than transactions this could suggest customers are rolling out of their interest free periods and starting to get hit with that 20% interest. Standard banking model.
Ann: Quarterly Report and Appendix 4C, page-62
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