invest2 publishers
The Affirm Card supplied 15 of the quarter's 36 points of GMV growth
Affirm's eleventh straight quarter above 30% growth was also its most profitable. The $64bn floor guided for fiscal 2027 implies at most 28% growth, and that gap is where the card-displacement argument gets tested.
Reality
- Evidence62
- Adoption70
- Hype gap+12
- Incentives68
- Confidence72