ANZ growth tapered off quickly? We have 2.9 mil customers from a population of 30 mil. That’s 10% penetration. In saying that, ANZ still has scope for TTV and transaction growth as everyday adoption increases. USA we have 5.5 mil customers from 330 mil population base. That’s a 1.5% customer rate, albeit with increased competition, so I’m not expecting the same 10% rate. However, they’ve grown by 500k customers in the past 2 months. I don’t think it’s unrealistic to aim for 7-7.5 mil US customers by end of FY22.
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