Affirm Holdings Inc at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 13, 2022 / 11:30PM GMT
Michael Ng - Goldman Sachs Group, Inc., Research Division - Research Analyst

Great. Well, thanks, everybody. Welcome to the Affirm fireside chat at the Goldman Sachs Communacopia and Technology Conference. I have the privilege of introducing Max Levchin, Founder and CEO of Affirm; and Michael Linford, CFO of Affirm, which is the leading U.S. By Now Pay Later provider. My name is Mike Ng, and I cover Affirm as part of our fintech coverage here at Goldman Sachs.

We have 40 minutes for today's presentation. We're going to leave about 10 minutes for investor Q&A. So if you have a question at the end of the session, please raise your hand, and we'll get a mic over to you.

First, Max, Michael, thank you so much for being here and participating in our conference. So Affirm is the leading U.S. Buy Now Pay Later provider with about $15.5 billion of GMV in the last fiscal year.

Questions and Answers:

Michael Ng - Goldman Sachs Group, Inc., Research Division - Research Analyst

To start, could you help contextualize the market opportunity that
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