以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Affirm
26 atoms · 跨 6 天 · 首见 2026-05-11 · 最近 2026-07-01
三色: 🟦 fact 21 · 🟥 take 5 · stance ▲9/▼1/◆10
来源: X 26
时态: fresh:25 · stale:1
标签: 好数字:23 · 好观点:3 · 好信源:3 · 好思考:1
叙事 (narrative) (1)
- 2026-05-26 · 早期逾期率(30-59天)
flags higher early delinquencies in one new vintage
tags: 好数字 · → daily
value: qty=higher · date=new vintage
预测 (forecast) (4)
- 2026-05-13 · GMV目标
$100B GMV target
tags: 好数字·好观点 · → daily
value: qty=$100B
- 2026-05-26 · GMV增速预期
GMV growth expectation: >30% y/y
tags: 好数字 · → daily
value: qty=>30% y/y · date=next period
- 2026-05-26 · RLTC利润率预期
RLTC margin expectation: 3.75%-4.00%
tags: 好数字 · → daily
value: qty=3.75%-4.00% · date=next period
- 2026-05-13 · GMV复合年增长率
GMV CAGR: 25%
tags: 好数字 · → daily
value: qty=25%
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-13
[老旧] · CEO AI产品采购决策标准
If you know how to describe the evaluation criteria being used by the maker of the tool you're buying, it's probably worth piloting. If you can't, it's slop and you're being sold a story.
tags: 好观点·好思考 · → daily
事实 (fact) (20)
- 2026-05-13 · Mizuho目标价
Mizuho maintains Outperform, raises PT to $100
tags: 好数字·好信源 · → daily
value: qty=$100.00 · date=2026-05-13
- 2026-05-11 · Q3 营收状态
BNPLのAffirmのQ3。季節性ありますが、今期も順調に成長しています。
tags: 好数字·好观点 · → daily
- 2026-07-01 · merchant network count
Affirm's network of nearly 𝟱𝟭𝟱,𝟬𝟬𝟬 merchant partners
tags: 好数字 · → daily
value: qty=515,000 · date=2026-07-01
- 2026-07-01 · partnership with Bed Bath & Beyond
Affirm is now available across Bed Bath & Beyond's online retail brands
tags: 好信源 · → daily
value: date=2026-07-01
- 2026-07-01 · service features
Affirm says customers pay with no late fees, hidden fees, or compounding interest
tags: 好信源 · → daily
- 2026-06-04 · CPP Investments 贷款购买协议规模
CPP Investments commits $1.7B to purchase Affirm installment loans.
tags: 好数字 · → daily
value: qty=$1.7B · date=2026-06-04
- 2026-06-04 · CPP Investments 贷款购买协议潜在最大规模
Agreement includes option to increase commitment to $2.2B.
tags: 好数字 · → daily
value: qty=$2.2B · date=2026-06-04
- 2026-06-04 · 合作预计支持的消费者贷款规模
Partnership expected to support approximately $8B in consumer loan volume.
tags: 好数字 · → daily
value: qty=$8B · date=未指定
- 2026-06-04 · CPP Investments 自2019年购买资产总额
Since 2019, CPP Investments has purchased nearly $14B of Affirm assets.
tags: 好数字 · → daily
value: qty=$14B · date=2019-2026
- 2026-06-04 · 过去12个月总商品交易额
Affirm reported $46B gross merchandise volume over the last 12 months.
tags: 好数字 · → daily
value: qty=$46B · date=2025-06-04至2026-06-04
- 2026-06-04 · 全球活跃消费者数量
Company serves nearly 27M active consumers globally.
tags: 好数字 · → daily
value: qty=27M · date=2026-06-04
- 2026-06-04 · 总资金容量
Total funding capacity reached $28.2B as of March 31, 2026.
tags: 好数字 · → daily
value: qty=$28.2B · date=2026-03-31
- 2026-05-26 · 当前RLTC利润率
Current RLTC margins: >4.0%
tags: 好数字 · → daily
value: qty=>4.0% · date=current
- 2026-05-13 · 当前股价
Current Price: $65.43
tags: 好数字 · → daily
value: qty=$65.43 · date=2026-05-13
- 2026-05-13 · 潜在涨幅
Upside: +52.8%
tags: 好数字 · → daily
value: qty=+52.8%
- 2026-05-12 · 5年营收复合年增长率
5yr Revenue CAGR: +40.2%
tags: 好数字 · → daily
value: qty=40.2% · date=5年
- 2026-05-12 · 滚动12个月净利润率
LTM Net Margin: 13%
tags: 好数字 · → daily
value: qty=13% · date=LTM
- 2026-05-11 · Q3 营业利润率
2026年Q3营业利润率: 約10%
tags: 好数字 · → daily
value: qty=10% · date=2026 Q3
- 2026-05-11 · Q3 营业利润
2026年Q2营业利润: 約100百万美元
tags: 好数字 · → daily
value: qty=$100M · date=2026 Q2
- 2026-05-11 · Q3 营收
2026年Q2营收: 約1100百万美元
tags: 好数字 · → daily
value: qty=~$1100M · date=2026 Q2
时间轴 (近 20)
- 2026-07-01 ·
fact · merchant network count · → daily
- 2026-07-01 ·
fact · partnership with Bed Bath & Beyond · → daily
- 2026-07-01 ·
fact · service features · → daily
- 2026-06-04 ·
fact · CPP Investments 贷款购买协议规模 · → daily
- 2026-06-04 ·
fact · CPP Investments 贷款购买协议潜在最大规模 · → daily
- 2026-06-04 ·
fact · 合作预计支持的消费者贷款规模 · → daily
- 2026-06-04 ·
fact · CPP Investments 自2019年购买资产总额 · → daily
- 2026-06-04 ·
fact · 过去12个月总商品交易额 · → daily
- 2026-06-04 ·
fact · 全球活跃消费者数量 · → daily
- 2026-06-04 ·
fact · 总资金容量 · → daily
- 2026-05-26 ·
narrative · 早期逾期率(30-59天) · → daily
- 2026-05-26 ·
forecast · GMV增速预期 · → daily
- 2026-05-26 ·
forecast · RLTC利润率预期 · → daily
- 2026-05-26 ·
fact · 当前RLTC利润率 · → daily
- 2026-05-13 ·
fact · 当前股价 · → daily
- 2026-05-13 ·
fact · Mizuho目标价 · → daily
- 2026-05-13 ·
fact · 潜在涨幅 · → daily
- 2026-05-13 ·
forecast · GMV目标 · → daily
- 2026-05-13 ·
forecast · GMV复合年增长率 · → daily
- 2026-05-13 ·
position · CEO AI产品采购决策标准 · → daily
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