Affirm partners with Apple for Apple Pay installment payments; no material FY2025 impact

Affirm Holdings, Inc.

Apple will offer Affirm's pay-over-time option to Apple Pay users in the US later this year.
Partnership enables online/in-app checkout via iPhone and iPad; Affirm expects no material revenue or GMV impact in FY2025.
Risks include maintaining merchant relationships and competitive dynamics in BNPL space.

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