So travel and ticketing is a very seasonal category. So a lot of folks book summer vacation travel in the first two calendar quarters, last two fiscal quarters. over a year, and it tends to be lowest in terms of bookings in calendar quarters like Q2.

Feb 8, 2024 / receipt, needs a key / Ramsey Ellisall, other | earnings call 2024-02-08 | transcript 8cd03cc6-6d90-47a4-9434-08919ee7ab32 | chars 4596-4846 | segment 4

And then I appreciate that. And then just quickly on trends, I know that you kind of mentioned that you'd seen strong services in travel, although a little bit of weaker performance in discretionary. Has that changed at all or worsened maybe for discretionary through April and the first few days of May?

May 9, 2023 / receipt, needs a key / James Fawcett, other | earnings call 2023-05-09 | transcript c0a982fc-fadd-4662-8b58-233651c16f4e | chars 32680-32984 | segment 33

I think the short answer is no, we're not seeing particularly significant movement in either direction, travel remains very strong.

May 9, 2023 / receipt, needs a key / Zane Keller, other | earnings call 2023-05-09 | transcript c0a982fc-fadd-4662-8b58-233651c16f4e | chars 32985-33116 | segment 33

Yeah, and other color on the quarter, we mentioned our strength in direct-to-consumer. Our guidance definitely points to that trend continuing, where we also have strength in some of our large partnerships that are either accelerating or still growing at very, very fast clips. And travel and ticketing remains a real bright spot.

May 9, 2023 / receipt, needs a key / Zane Keller, other | earnings call 2023-05-09 | transcript c0a982fc-fadd-4662-8b58-233651c16f4e | chars 33117-33447 | segment 33

Just looking at the, the, the industry mix. I mean, one that kind of sticks out to us is, is a pretty sizable opportunity that, that could grow over time would be the travel and ticketing segment. I'm thinking about, you know, getting further into airline purchases or hotels, if you could just speak about that, the vertical inside that opportunity and what, what obstacles or, um, potential like roads to, to taking that 12% up, uh, over the next couple of years could be.

Nov 8, 2022 / receipt, needs a key / Andrew Bouch, other | earnings call 2022-11-08 | transcript c7043876-bffb-4acc-8a72-091dcd7f955c | chars 57365-57839 | segment 57

Uh, I agree. It's a great opportunity. I think it's, it's a wonderful, uh, place to apply what we have to offer. Um, we have a handful of really good partnerships and, uh, in the travel industry today, both in airlines and, uh, Hotels are probably least penetrated from our point of view. We have a bunch of online travel agency integrations that we've had for years and years and have done extraordinarily good work with them. Direct integrations with airlines is a little bit newer, and there's more to do there as well. The cool thing about travel in general, it's kind of a sweet spot for what we know how to do. It's the sort of thing that others can't really do very well.

Nov 8, 2022 / receipt, needs a key / Zane Keller, other | earnings call 2022-11-08 | transcript c7043876-bffb-4acc-8a72-091dcd7f955c | chars 57840-58518 | segment 58

So I feel very strongly about it. Obviously, for a long time I used to say a firm is a machine. Engineers in, RLPC out. We're being very careful with hiring, so maybe some of these opportunities to get even bigger and faster will apply the right amount of discipline to it, but definitely very excited about travel, and there's probably five other industries I can rattle off immediately where just the right product and we'll break through and become bigger than ever.

Nov 8, 2022 / receipt, needs a key / Zane Keller, other | earnings call 2022-11-08 | transcript c7043876-bffb-4acc-8a72-091dcd7f955c | chars 59744-60213 | segment 59

With COVID restrictions nearly gone, getting out of the house and out of town became a huge draw. While homewares and fashion experienced something of a retreat to more normal levels of growth, we were able to help our longtime partners and online travel agencies have a banner quarter, posting triple-digit year-on-year growth in some cases.

Aug 25, 2022 / receipt, needs a key / Max Levchin, CEO | earnings call 2022-08-25 | transcript ce778beb-5be8-495a-83a0-0758b9dfe593 | chars 2134-2476 | segment 2

Travel and ticketing increased to $545 million, up 87% from last year, and a staggering 443% compared to pre-pandemic levels of Q4 in 2019, highlighting the success of our investments and partnerships in the category.

Aug 25, 2022 / receipt, needs a key / Michael Linford, CFO | earnings call 2022-08-25 | transcript ce778beb-5be8-495a-83a0-0758b9dfe593 | chars 13843-14060 | segment 14

The travel and ticketing segment has been outperforming expectations and volume more than doubled year over year.

May 12, 2022 / receipt, needs a key / Max Levchin, CEO | earnings call 2022-05-12 | transcript 59078cb0-2bc8-47e2-be83-ddb4259160ac | chars 2861-2974 | segment 3

The quarter also marked the general availability of Affirm on American Airlines and the launch of our very first Canadian travel merchant.

May 12, 2022 / receipt, needs a key / Max Levchin, CEO | earnings call 2022-05-12 | transcript 59078cb0-2bc8-47e2-be83-ddb4259160ac | chars 3069-3207 | segment 3

Travel and ticketing increased 314% from last year, topping last quarter's high mark, even despite the emergence of the Omicron variant.

Feb 10, 2022 / receipt, needs a key / Michael Linford, CFO | earnings call 2022-02-10 | transcript 54882dfa-151f-4eeb-8fcc-f3581a41dd21 | chars 20181-20317 | segment 20

Analytics Lead, Full Stack (Collections & Recoveries) | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7979912003", "remote": true, "category": "other", "function": "data", "location":

company_statement / Sep 16, 2026 / receipt

Staff Product Security Engineer | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7994553003", "remote": true, "category": "other", "function": "security", "location": "Remote US", "job_

company_statement / Sep 15, 2026 / receipt

Staff Product Security Engineer | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7994555003", "remote": true, "category": "other", "function": "security", "location": "Remote Canada", "

company_statement / Sep 15, 2026 / receipt

Senior Software Engineer, Backend (Consumer Data Platform) | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7989061003", "remote": true, "category": "other", "function": "data", "locati

company_statement / Sep 14, 2026 / receipt

Copywriter II | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7984425003", "remote": true, "category": "other", "function": "other", "location": "Remote Canada", "job_title": "Copywrit

company_statement / Sep 13, 2026 / receipt

Senior Software Engineer, Backend (Loan Origination and Reporting) | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7906337003", "remote": true, "category": "other", "function": "engine

company_statement / Sep 11, 2026 / receipt

Workplace Specialist II | {"ats": "greenhouse", "city": "San Francisco", "state": "CA", "job_id": "7982371003", "remote": false, "category": "other", "function": "other", "location": "San Francisco, C

company_statement / Sep 11, 2026 / receipt

Engineering Onboarding Manager | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7984707003", "remote": true, "category": "other", "function": "other", "location": "Remote US", "job_titl

company_statement / Sep 11, 2026 / receipt

Software Engineer I, Frontend (Upfunnel) | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7985907003", "remote": true, "category": "other", "function": "engineering", "location": "Remot

company_statement / Sep 11, 2026 / receipt

Counsel II, Capital Markets | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7963753003", "remote": true, "category": "other", "function": "legal", "location": "Remote US", "job_title":

company_statement / Sep 10, 2026 / receipt

Senior Counsel, Capital Markets | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7979548003", "remote": true, "category": "other", "function": "legal", "location": "Remote US", "job_tit

company_statement / Sep 10, 2026 / receipt

Senior Software Engineer, Frontend (Auth Experiences) | {"ats": "greenhouse", "city": null, "state": null, "job_id": "7984714003", "remote": true, "category": "other", "function": "engineering", "loca

company_statement / Sep 10, 2026 / receipt