Amazon – Affirm

Key Reading

  1. Affirm 3Q Earnings (last night)
  2. Earning Transcript
  3. Affirm Investor Forum (28 Sept)
  4. Amazon take Venmo (my blog)
  5. Affirm Debit+ (my blog)
  6. Amazon/Visa Battle (my blog)
  7. Amazon Co-Brand is In Play

November is turning out to be a very big week in payments! The top investor question seems to be how will V/MA be impacted? My response.. In next 2 yrs.. Less than 1-2% of US GDV however Affirm is turning out to be the leading company to watch in creating a V/MA alternative.  

You need to be logged in to view the rest of the content. Please . Not a Member? Join Us

4 thoughts on “Amazon – Affirm

Please Login to Comment.