there is also the hard truth- the accounts. Klarna is growing at about 30% yoy as opposed to Afterpay >100%pa and accelerating. The operating leverage Klarna is showing is significantly deteriorating and Afterpays is improving. Klarna just released 9months financials and no real revenue acceleration corresponding to this growth in customer numbers.
Afterpay is killing Klarna where it counts...Klarna have a war chest but with negative unit economics it will only last so long...
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there is also the hard truth- the accounts. Klarna is growing at...
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