Ann: ZIP CEMENTS ITSELF AS A TRUE GLOBAL BNPL LEADER, page-560

yeah cool 153 dollars
I don't pay as much attention on Afterpay because I own shares in Zip.
What's your excuse for spending so much time over in the zip threads?

My point exactly. A customer using the service once in a 12 month period isn't really a regular user are they. It's a poor metric which is why Klarna the number 1 bnpl globally use active monthly customers too.
I guess we do have transaction value and number of transactions per quarter. That gives us an idea per quarter how many purchases are going through and we could devude this by total customers but that still wouldn't be that accurate.

Who is MurdochVet? Call me Torrens as in that's my surname.
It really doesn't matter what the transaction size is at this stage. Total transaction volume seems more important as well as new customers since they are in hypergrowth mode.
Quadpay is the fastest growing bnpl in the biggest market in the world. Happy with that.
Multiples from here just wait it out