Have you compared the growth rates of Zip US (Quadpay) and Affirm?
The YoY growth for 1Q22 are as follows:
Customer Numbers - Affirm 124%; Quadpay 127%
GMV - Affirm 84%; Quadpay 197%
Revenue - Affirm 55%; Quadpay 174%
The QoQ growth numbers are as follows:
Customer Numbers - Affirm 22%; Quadpay 14%
GMV - Affirm 9%; Quadpay 11%
Revenue - Affirm 3%; Quadpay 11%
Even after all the amazing partnerships Affirm has announced, Quadpay is growing faster than it across almost any KPI you care to measure. Care to elaborate on why you think Zip is all but dead?
Daily Price Movement / General Discussion, page-36822
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