Affirm: Apple Partnership, Gen Z Appeal, & Investor Questions w/ COO & CFO Michael Linford

In this episode of After Earnings, COO & CFO of Affirm Michael Linford sits down with Katie to reflect on the outstanding Q2 performance for the popular Buy Now, Pay Later company. Linford shares the secret sauce that contributes to Affirm’s rapid growth and areas of opportunities to seize, such as key partnerships with Amazon and Apple. Also, some insight to why Affirm is considered one of the more popular methods of payment for Gen Z and where Affirm fits in the trend of AI. 00:00 - Welcome Affirm COO & CFO Michael Linford 02:00 - Secrets to Affirm’s ‘killer’ Q2 earnings 05:30 - Effects of the Fed’s rate cut on consumer demand 09:10 - Why Gen Z leans on Affirm for their purchases 11:40 - What Affirm does better than its competitors 14:30 - Are there plans to leverage AI? 18:40 - What the Apple partnership brings for Affirm 20:30 - Breaking into the UK market 24:00 - Building a payment network as big as Amex or Visa After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: afterearnings@morningbrew.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Om Podcasten

The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.