{
  "docId": "019de514-e826-7519-8b4c-4b864d5b8fb1",
  "docSlug": "2191d3b344a03d430ea4fffa1a3df877",
  "documentTitle": "Affirm | Results Presentation Deck | 47 slides",
  "authorId": "affirm",
  "authorName": "Affirm",
  "documentKindSlug": "conference-presentation",
  "documentKindLabel": "Conference presentation",
  "sourceTypeSlug": "investor_relations",
  "sourceTypeLabel": "Investor relations",
  "presentationDate": "2023-02-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 17,
  "pageCount": 47,
  "prevPage": 16,
  "nextPage": 18,
  "slideType": "kpi_overview",
  "function": "analyze_data",
  "density": "dense",
  "nDataPoints": 38,
  "notes": null,
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de514-e826-7519-8b4c-4b864d5b8fb1/17",
  "deckHref": "/decks/019de514-e826-7519-8b4c-4b864d5b8fb1",
  "deckJsonHref": "/decks/019de514-e826-7519-8b4c-4b864d5b8fb1.json",
  "deckAnchorHref": "/decks/019de514-e826-7519-8b4c-4b864d5b8fb1#slide-17",
  "components": [
    {
      "bbox": {
        "h": 0.64,
        "w": 0.43,
        "x": 0.537,
        "y": 0.206
      },
      "kind": "chart",
      "text": "Revenue Less Transaction Costs ex-Provision\n$107\n5.2%\nFY Q2'21\n$133\n5.9%\nFY Q3'21\n$173\n7.0%\nFY Q4'21\n$176\n6.5%\nFY Q1'22\n$236\n5.3%\nFY Q2'22\n$249\n6.4%\nFY Q3'22\n$257\n5.8%\nFY Q4'22\n$247\n5.6%\nFY Q1'23\n$251\n4.4%\n6%\nYoY\nFY Q2'23",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "436fe7a1-42a0-46fc-b61e-37ae779c88d1",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.64,
        "w": 0.43,
        "x": 0.099,
        "y": 0.206
      },
      "kind": "chart",
      "text": "Revenue Less Transaction Costs\n$95\n4.6%\nFY Q2'21\n$134\n5.9%\nFY Q3'21\n$148\n5.9%\nFY Q4'21\n$112\n4.1%\nFY Q1'22\n$184\n4.1%\nFY Q2'22\n$182\n4.7%\nFY Q3'22\n$184\n4.2%\nFY Q4'22\n$182\n4.2%\nFY Q1'23\n$144\n2.5%\n(21)%\nYoY\nFY Q2'23",
      "attrs": null,
      "subkind": "bar-vertical",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "84ca3f85-afed-4250-af35-250163035401",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.029,
        "w": 0.05,
        "x": 0.045,
        "y": 0.93
      },
      "kind": "image",
      "text": "affirm",
      "attrs": null,
      "subkind": "logo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be61259b-bc4d-40fe-9c24-114736c5bef7",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.09,
        "w": 0.88,
        "x": 0.08,
        "y": 0.87
      },
      "kind": "list",
      "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\ncompensation 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": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "f9bf08fe-897e-40a0-bbd0-b53d5ef4952b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.649,
        "x": 0.045,
        "y": 0.106
      },
      "kind": "title",
      "text": "Revenue Less Transaction Costs",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "1c0daa0c-347b-452a-b1e6-dae052bb35e2",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [
    {
      "name": "Waterfall chart",
      "slug": "waterfall-chart",
      "agent": null,
      "layer": "slide",
      "matchId": "111aabc9-78d5-4d22-97d5-6da59b678f88",
      "evidence": "chart/bar-vertical: Revenue Less Transaction Costs ex-Provision $107 5.2% FY Q2'21 $133 5.9% FY Q3'21 $173 7.0% FY Q4'21 $176 6.5% FY Q1'22 $236 5.3% FY Q2'22 $249 6.4% FY Q3'22 $257 5.8% FY Q4'22 $247 5.6% FY Q1'23 $251",
      "confidence": 0.7
    }
  ],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 18,
      "from": 11,
      "beatId": "b0e8d888-c0ac-41f9-8e7e-3810ae2ebadc",
      "arcName": "Monroe's Motivated Sequence",
      "arcSlug": "monroes-sequence",
      "beatName": "Satisfaction",
      "beatSlug": "monroes-sequence-satisfaction",
      "evidence": "The presentation showcases Affirm's financial performance and key metrics",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 18,
      "from": 5,
      "name": "Pattern Hunter",
      "slug": "02-pattern-hunter",
      "bestFor": "Time-pressed audiences, building consensus, when data is strong",
      "matchId": "74a192de-7745-479d-b1e1-27510246dac1",
      "evidence": "The presentation provides various metrics and KPIs to illustrate Affirm's growth and financial performance",
      "position": 0,
      "objective": "Identify patterns in Affirm's growth and financial performance",
      "structure": "Evidence A -> Evidence B -> Evidence C -> Pattern/Conclusion",
      "confidence": 0.7,
      "description": "Group multiple pieces of evidence that together point to a pattern or conclusion"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}