Amazon – Affirm

Clearly if Affirm/Amazon was an isolated incident, then there would be no impact to V. But Adding Walmart and other large merchants does start to impact Visa’s GDV at a 2% level in a 5 yr view

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.  

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