Apple-Affirm Deal Could Boost GMV by 35%, Says Mizuho

Mizuho: Apple-Affirm Partnership Could Boost Gross Merchandise Volume by 35%

Mizuho, a global financial services firm, recently conducted an analysis on the collaboration between Affirm Holdings, Inc. and Apple Pay. Their findings suggest that this partnership could lead to an incremental Buy Now, Pay Later (BNPL) opportunity worth around $12 billion for Affirm. This growth represents a potential increase of 35% compared to the fiscal year 2025 consensus volume estimates.