Huge overlooked points by the detractors from OZ:
"5. We are not a product but a platform that has global applicabilityOur platform connects customers with leading retail brands and tens of thousands of small to mediumsized businesses. Our impact and added value extends well in advance and beyond any one“transaction”.In fact, millions of customers come to Afterpay first, to determine where to shop. Our mobile App hashad more than 2.25 million downloads across Australia, NZ and the US.Because of this trusted relationship, we provide more leads to our retail partners than any othersource in Australia and New Zealand other than Google.Having now processed in excess of 30 million transactions, our data capability around both customers,retail preferences and retail product offerings (down to SKU level) creates insights and opportunitiesfor our retail partners that were previously unavailable – particularly when trying to access newmillennial customers or targeting personalised offers.Our strategy is to extend this platform approach globally.We also consider there to be multiple business model extension opportunities associated with ourplatform capability. We are uniquely positioned and excited to demonstrate these opportunities infuture years.
We are at the top of the mountain but we're only half way up.
