Affirm | Results Presentation Deck | 26 slides

Affirm · 2021-05
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 1
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Slide inventory

26
every slide · same image gating as the playbook
01
Slide 1
Includes correction date note.front_matter
03
establish_context
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transition
Open slide detailBeat · Attention
05
The slide uses a bar chart format with callout bubbles to highlight percentage growth between periods.analyze_data
Open slide detailBeat · AttentionLoop · Logic Chain
06
transition
Open slide detailBeat · NeedLoop · Logic Chain
07
Includes a specific growth callout for the period excluding Peloton.analyze_data
Open slide detailBeat · NeedLoop · Logic Chain
08
Slide 8 of a presentation deck.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
09
The chart displays a 60% growth metric between Q3'20 and Q3'21.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
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Includes a callout highlighting 67% growth between Q3'20 and Q3'21.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
11
The slide uses a dual-chart layout to isolate the impact of credit loss provisions on transaction costs.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
12
The slide includes two side-by-side bar-line combo charts showing financial performance metrics for Affirm.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
13
The slide uses a dual-chart layout to contrast GAAP and Adjusted financial performance metrics.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
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The chart tracks the composition of funding (On Balance Sheet non-securitized, On Balance Sheet securitized, and Off Balance Sheet) and the trend of equity capianalyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
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Metrics are unaudited.analyze_data
16
The chart tracks the allowance for credit losses against the total loan portfolio balance.analyze_data
17
Corrected on August 2, 2021. Includes detailed footnotes regarding accounting adjustments and definitions.analyze_data
18
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Open slide detailBeat · ActionLoop · Cost Of Inaction
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Includes specific footnotes regarding Peloton recall impact, Returnly acquisition, and ASU 2016-13 adoption.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
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transition
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Financial data presented in thousands of dollars.analyze_data
22
Includes specific footnotes regarding accounting adjustments and non-cash items.analyze_data
23
Financial table showing cash flow components from Sept 2019 to March 2021.analyze_data
24
transition
25
The table reconciles GAAP operating income to adjusted operating income and provides breakdowns of transaction costs.analyze_data
26
Corrected on August 2, 2021.analyze_data