Afterpay 'Excited' by Strategic Direction, Co-CEO Says

The transcript discusses significant revenue growth and financial results, highlighting over 100% year-on-year growth. It examines market performance in Australia and the US, noting strong customer acquisition in the US. The conversation shifts to strategic deals, emphasizing alignment with Square and leveraging retail partnerships. Finally, it addresses competition in the buy now, pay later space, focusing on differentiation through a marketing engine targeting millennials and Gen Z.

What challenges does the company face with competitors like PayPal and Apple?

What role does the marketing engine play in the company's strategy according to the text?