{
  "docId": "019de514-75da-72a5-94a7-a284d0eb82b0",
  "docSlug": "4a0e3bdf48693e560bf5d25a6e226751",
  "documentTitle": "Affirm | Results Presentation Deck | 28 slides",
  "authorId": "affirm",
  "authorName": "Affirm",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2022-11-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 14,
  "pageCount": 28,
  "prevPage": 13,
  "nextPage": 15,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 12,
  "notes": "The slide highlights the network effect between consumers and merchants using CAGR metrics.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de514-75da-72a5-94a7-a284d0eb82b0/14",
  "deckHref": "/decks/019de514-75da-72a5-94a7-a284d0eb82b0",
  "deckJsonHref": "/decks/019de514-75da-72a5-94a7-a284d0eb82b0.json",
  "deckAnchorHref": "/decks/019de514-75da-72a5-94a7-a284d0eb82b0#slide-14",
  "components": [
    {
      "bbox": {
        "h": 0.6,
        "w": 0.28,
        "x": 0.05,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Active Consumers (M)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4e6a86cc-b0fa-4cdd-a34d-89d1e6d3a040",
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    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.28,
        "x": 0.36,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Gross Merchandise Volume ($B)",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8ecac546-89e1-4080-afb7-82ac8fefcd95",
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    },
    {
      "bbox": {
        "h": 0.6,
        "w": 0.28,
        "x": 0.67,
        "y": 0.2
      },
      "kind": "chart",
      "text": "Active Merchants",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f046bb2a-7bee-4d37-9f40-d6314fb8c4e0",
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    {
      "bbox": {
        "h": 0.08,
        "w": 0.6,
        "x": 0.1,
        "y": 0.9
      },
      "kind": "disclaimer",
      "text": "Active Consumers defined as consumers who engage in at least one transaction on Affirm's platform during the 12 months prior to the measurement date. Gross Merchandise Volume (\"GMV\") defined as the total dollar amount of all transactions on the Affirm platform during the period, net of refunds. Active Merchants defined as merchants which engaged in at least one transaction on Affirm's platform during the 12 months prior to the measurement date. All metrics are unaudited.",
      "attrs": null,
      "subkind": null,
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      "confidence": null,
      "componentId": "61f86bdb-ffcb-46c0-8d52-40e3695f67d8",
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    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
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        "y": 0.05
      },
      "kind": "title",
      "text": "Growing Consumer & Merchant Bases Reinforce One Another",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "96ff9674-d4ba-47cf-9b2d-c68d4010e3e0",
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  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
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      "name": "network-effects-flywheel",
      "slug": null,
      "matchId": "293778d0-15fc-4dcd-939f-b048d9541019",
      "evidence": "The title explicitly mentions that consumer and merchant bases reinforce one another, implying a flywheel effect.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [
    {
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      "from": 4,
      "beatId": "7061bf8f-4e3a-4078-b610-7136c574e70a",
      "arcName": "The Sequoia Pitch",
      "arcSlug": "sequoia-pitch",
      "beatName": "Solution",
      "beatSlug": "sequoia-pitch-solution",
      "evidence": "Slides 4-28 present Affirm's solution, including its platform, technology, and business model",
      "position": 2,
      "confidence": 0.9,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 28,
      "from": 3,
      "name": "Cost Of Inaction",
      "slug": "27-cost-of-inaction",
      "bestFor": "Urgent budget requests, compliance, risk mitigation",
      "matchId": "a92d1914-d006-488a-864f-8d8696cfbfb5",
      "evidence": "The deck implies that not using Affirm's products would result in missed opportunities for consumers and merchants",
      "position": 0,
      "objective": "What is the cost of not using Affirm's financial products?",
      "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point",
      "confidence": 0.7,
      "description": "Quantify what happens if the audience does nothing"
    },
    {
      "to": 28,
      "from": 6,
      "name": "Why Now",
      "slug": "15-why-now",
      "bestFor": "Sales pitches, fundraising, requesting immediate budget approval",
      "matchId": "3dd438c3-4542-4ec9-8e3c-7a0cef84ca06",
      "evidence": "The deck presents a sense of urgency around the market opportunity and Affirm's competitive advantages",
      "position": 1,
      "objective": "Why is now the right time to invest in Affirm?",
      "structure": "The Context (Trends) -> The Trigger Event -> The Window of Opportunity",
      "confidence": 0.6,
      "description": "Create temporal urgency by proving that the window of opportunity is opening or closing"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}