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

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

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

I also frequently speak with merchants Understanding their needs and how we help them achieve their goals is critical to establishing long term partnerships recently and spending a lot of time was travel merchants, in particular, as they focus on meeting consumers pent up demand coming out of the pandemic.

May 10, 2021 / CEO / receipt, needs a key / Max Levchin, CEO | earnings call 2021-05-10 | transcript a79f4fe2-63ec-49ef-aab0-ed8e25967be0 | chars 3017-3324 | segment 3

Nearing the end of the quarter, we also began to see a sharp uptick in spending in categories that have been pressured by the pandemic. Travel and ticketing was particularly strong.

May 10, 2021 / CEO / receipt, needs a key / Max Levchin, CEO | earnings call 2021-05-10 | transcript a79f4fe2-63ec-49ef-aab0-ed8e25967be0 | chars 5290-5471 | segment 5