earnings
confidence high
sentiment positive
materiality 0.75
Affirm beats Q3 FY23 guidance: GMV $4.6B, revenue $381M, RLTC $167M
Affirm Holdings, Inc.
2023-Q3 EPS reported
-$2.65
revenue$1,142,160,000
- GMV of $4.6B exceeded outlook of $4.4-4.5B.
- Revenue $381M above guidance range of $360-380M.
- Revenue Less Transaction Costs $167M vs $140-150M outlook.
- Credit improved; delinquencies ex-Peloton & Pay in 4 fell to 2.5% sequentially.
- Travel/ticketing up 62% YoY; active consumers 16.0M (+26% YoY).