Afterpay Valuation, page-4614

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Christos12

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01/02/21

13:53

Post #: 50607828
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Originally posted by torrens197: ↑

growth has definitely slowed in the US in terms of new customers. That's based off sensortower data that tracks total app downloads each month. You can go to their website for free and type in all the bnpl operating in the US to see numbers

Afterpay did 700 K app downloads in November and did 500 K in Dec. From what I've seen they always round down to the nearest 100 K or 10 K.
In November quadpay did 584 K downloads and showed on sensortower as 500k.
Afterpay did I believe about 750 K downloads in November. So we are looking at a 200k decrease month on month in the whole of US or in percentages that's a near 30 percent drop. This data is only for the US that I've looked at.
Klarna on the other hand did 1.3 million downloads in Nov and 1.8 million in Dec more than 3 times Afterpay downloads. Quadpay did between 500-600 K in Dec, it's showing as 500k.

That's a huge jump for Klarna tbh given they were coming off 1.3 million in Nov a 40 percent increase.
Sezzle has stayed constant in the US. Quadpay also. Afterpay the only one to plummet.

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You should check January.
APT did 500k.
Quad did 200k

If you think this data is relevant, perhaps you should be concerned about your zip investment.
Sensortower don't show where their data comes from and how they collate it, so it is of limited value.

APT Price at posting: $135.66 Sentiment: Buy Disclosure: Held
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0 Great analysis

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