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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c1f9632-efd3-497f-9faf-381ac0739b19", "parentComponentId": null }, { "bbox": { "h": 0.016, "w": 0.26, "x": 0.048, "y": 0.15 }, "kind": "subtitle", "text": "$ million unless otherwise indicated", "attrs": {}, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "226e624f-ab0d-4b68-a05b-8e900aec14de", "parentComponentId": null }, { "bbox": { "h": 0.42, "w": 0.38, "x": 0.58, "y": 0.39 }, "kind": "table", "text": "Merchant Agreement: Enterprise Partner 1, Enterprise Partner 2 - A tranche, Enterprise Partner 2 - B&C tranches, Enterprise Partner 2 - Performance tranche\nAgreement Date: July 2020, November 2021, November 2021, November 2021\nWarrants Issued: 20.3M (at Signing), 1.0M (at Signing), 6.0M (3 Year Vest), Max of 15.0M (Performance Based by FY'29)\nStrike Price: $0.01, $0.01, $0.01, $100\nUnvested as of 9/30/23: Fully Vested, Fully Vested, 2.2M, 11M Before 2029 Agreement End", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ca40ed1-c983-46a6-a443-fc18ca737e46", "parentComponentId": null }, { "bbox": { "h": 0.036, "w": 0.49, "x": 0.048, "y": 0.11 }, "kind": "title", "text": "Enterprise warrant expense and dilution", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.36+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e234fbf-a8cc-4efe-92d5-97ceed81c9b2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 86, "type": "setup", "function": "summarize", "rawType": "kpi_overview", "block": null, "metadata": { "slideType": "kpi_overview", "slideTypeCanon": { "name": "KPI overview (contrarian)", "slug": "kpi_overview", "status": "active", "canonId": "019de52d-11d5-7328-b1d1-5368a03e7796", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 89, "componentCount": 8, "textChars": 1194, "nDataPoints": 10, "notes": null, "elementsJson": null, "confidence": 1, "extraction": { "model": "google/gemini-2.5-flash", "runId": null, "at": "2026-05-02 07:44:49.569+00", "seconds": 6.117, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de517-1482-744f-a6d0-52b64214df44/86", "deck": "/decks/019de517-1482-744f-a6d0-52b64214df44", "deckAnchor": "/decks/019de517-1482-744f-a6d0-52b64214df44#slide-86", "deckJson": "/decks/019de517-1482-744f-a6d0-52b64214df44.json" }, "components": [ { "bbox": { "h": 0.54, "w": 0.508, "x": 0.09, "y": 0.33 }, "kind": "chart", "text": "FY'21A: CEO Value Creation Award $103, Employee Stock Compensation $219; FY'22A: CEO Value Creation Award $141, Employee Stock Compensation $250; FY'23A: CEO Value Creation Award $95, Employee Stock Compensation $357; FY'24P: CEO Value Creation Award $65, Employee Stock Compensation TBD; FY'25P: CEO Value Creation Award $35, Employee Stock Compensation TBD; FY'26P: CEO Value Creation Award $12, Employee Stock Compensation TBD", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fa5c9ac9-488e-4c5f-ab68-f7814b92f7a2", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.05, "x": 0.87, "y": 0.908 }, "kind": "image", "text": "affirm", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d31ff1ad-7cc9-457d-b335-a18a82281493", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.31, "x": 0.642, "y": 0.79 }, "kind": "list", "text": "Conclusion: Unless Affirm's share price exceeds $132, annual SBC dilution is expected to be <= 3% over medium-term", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "05713ccb-476e-4e25-8ca3-4bdc733c3eaf", "parentComponentId": null }, { "bbox": { "h": 0.17, "w": 0.31, "x": 0.642, "y": 0.285 }, "kind": "list", "text": "Employee Stock-Based Compensation: Comprised of RSUs and stock options; We establish an annual dilution target¹; We expect <= 5% annual dilution in the near-term, and <= 3% over the medium-term", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1d9e38a-1858-4aa4-9565-c1114ce49f3c", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.31, "x": 0.642, "y": 0.498 }, "kind": "list", "text": "CEO Value Creation Award: Consists of $49 strike options issued in Jan 2021; up to 12.5M options can be earned; Options earned based upon trailing VWAP thresholds and time-based vesting; 4M options have already been earned; No incremental dilution unless 90 day VWAP exceeds $132 per share", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 07:44:49.569+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aea64547-1a7f-40b9-aad3-b18e96bf86f5", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.44, "x": 0.139, "y": 0.918 }, "kind": "source-note", "text": "¹Annual dilution as measured by the annual percentage change in basic share count.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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