{
  "docId": "019de513-b1c1-76c7-b013-7502cf8ab3ed",
  "docSlug": "44273edf7ebe79db6f9b0ed45ea97ed4",
  "documentTitle": "Affirm | Results Presentation Deck | 42 slides",
  "authorId": "affirm",
  "authorName": "Affirm",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-08-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 17,
  "pageCount": 42,
  "prevPage": 16,
  "nextPage": 18,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 50,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 0.9,
  "imagePath": null,
  "slideHref": "/slides/019de513-b1c1-76c7-b013-7502cf8ab3ed/17",
  "deckHref": "/decks/019de513-b1c1-76c7-b013-7502cf8ab3ed",
  "deckJsonHref": "/decks/019de513-b1c1-76c7-b013-7502cf8ab3ed.json",
  "deckAnchorHref": "/decks/019de513-b1c1-76c7-b013-7502cf8ab3ed#slide-17",
  "components": [
    {
      "bbox": {
        "h": 0.68,
        "w": 0.46,
        "x": 0.52,
        "y": 0.179
      },
      "kind": "chart",
      "text": "Revenue Less Transaction Costs ex-Provision; 48% YoY; FY Q4'20: $75, 6.3%; FY Q1'21: $84, 5.7%; FY Q2'21: $107, 5.2%; FY Q3'21: $133, 5.9%; FY Q4'21: $173, 7.0%; FY Q1'22: $176, 6.5%; FY Q2'22: $236, 5.3%; FY Q3'22: $249, 6.4%; FY Q4'22: $257, 5.8%",
      "attrs": {
        "series_names": [
          "Revenue Less Transaction Costs ex-Provision ($M)",
          "% of GMV"
        ],
        "x_axis_label": "Fiscal Quarter",
        "y_axis_label": "Revenue Less Transaction Costs ex-Provision ($M)"
      },
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "01aab9a1-a323-417c-bf20-6815dd23d508",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.68,
        "w": 0.46,
        "x": 0.06,
        "y": 0.179
      },
      "kind": "chart",
      "text": "Revenue Less Transaction Costs; 25% YoY; FY Q4'20: $108, 8.9%; FY Q1'21: $55, 3.7%; FY Q2'21: $95, 4.6%; FY Q3'21: $134, 5.9%; FY Q4'21: $148, 5.9%; FY Q1'22: $112, 4.1%; FY Q2'22: $184, 4.1%; FY Q3'22: $182, 4.7%; FY Q4'22: $184, 4.2%",
      "attrs": {
        "series_names": [
          "Revenue Less Transaction Costs ($M)",
          "% of GMV"
        ],
        "x_axis_label": "Fiscal Quarter",
        "y_axis_label": "Revenue Less Transaction Costs ($M)"
      },
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f6eb05c4-fac4-437c-98f6-a055291e3906",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.84,
        "x": 0.084,
        "y": 0.89
      },
      "kind": "source-note",
      "text": "Notes:\n1. Transaction Costs include Loss on loan purchase commitment, Provision for credit losses, Funding costs and Processing and servicing\n2. Transaction Costs ex-Provision include Loss on loan purchase commitment, Funding costs and Processing and servicing\n3. FY Q1'21 and FY Q2'21 amounts include adjustments to amounts previously reported due to effects of adoption of accounting standards effective July 1, 2020; FY Q3'21 amounts include adjustments to amounts previously reported due to an adjustment to stock-based compensation expense\n4. FY Q3'21 and FY Q4'21 amounts include adjustments to amounts previously reported due to understatements in certain prior period amounts related to the fair value measurement of contingent consideration and stock-based compensation.\n5. Metrics are unaudited",
      "attrs": {},
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "318838cf-6ce2-4b51-beac-1d7c6143d083",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.62,
        "x": 0.047,
        "y": 0.106
      },
      "kind": "title",
      "text": "Revenue Less Transaction Costs",
      "attrs": {},
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "40152b09-f578-48e3-be43-c86613ae2096",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Chart Selection Guide",
      "slug": "chart-selection-guide",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "75152da2-a1fa-48b8-9fe9-f8b256858f7e",
      "evidence": "The slide uses suitable bar charts to compare Revenue Less Transaction Costs and Revenue Less Transaction Costs ex-Provision over time.",
      "confidence": 0.7
    },
    {
      "name": "Visual Hierarchy",
      "slug": "visual-hierarchy",
      "agent": "Designer",
      "layer": "slide",
      "matchId": "68cc6da2-c588-4767-a33c-375031e9b388",
      "evidence": "The slide organizes information in a clear visual hierarchy.",
      "confidence": 0.6
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 26,
      "from": 5,
      "beatId": "8354b565-450c-40e0-a60a-dc5b5c91aa79",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Financials",
      "beatSlug": "sequoia-pitch-financials",
      "evidence": "The presentation includes detailed financial information, such as KPI overviews and revenue buildups.",
      "position": 5,
      "confidence": 0.7,
      "parentBeatName": "Evidence",
      "parentBeatSlug": "evidence"
    }
  ],
  "loops": [
    {
      "to": 26,
      "from": 5,
      "name": "So What Cascade",
      "slug": "41-so-what-cascade",
      "bestFor": "Data presentations, executive summaries, driving to recommendations",
      "matchId": "84043850-ac1e-4ca4-b3d1-ebfe96f89687",
      "evidence": "The presentation includes detailed financial information and analysis.",
      "position": 1,
      "objective": "Explain the significance of Affirm's financial results",
      "structure": "The Data -> So What? (Insight 1) -> So What? (Insight 2) -> So What? (The Action)",
      "confidence": 0.6,
      "description": "Chain insights together, each answering 'so what?' until you reach the actionable conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}