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maybe if you can just give us a little bit more color on what you've learned about the redesign and how Affirm is becoming more of a marketplace
could you unpack the uplift to revenue as a percentage of GMV for the full year
if there are any revised stocks as it relates to the scale of that expansion, whether it be moving upmarket to enterprise or the U.K.
The M&A contributions you're calling out in 2025, $131 million in the bridge. If we look back at the deck when we did our M&A call in the summer
separate fuel and FX rates, things like business activity confidence amongst your client base bookings, how would you characterize what you're seeing today
if we were to go into a more pronounced recession, how would we kind of handicap the impact there
Could you give us a sense on the -- a little bit more around what you're seeing? Is it from a bank size
Is this the right way to think about the margin expansion as we kind of move through the remainder of the year?
how should we think about incremental margins relative to Visa's historical network margins over time
you're lowering the full-year expectation by $200 million it looks like the midpoint. Can you unpack the components
how would you characterize the potential of this S-curve compared to innovation and products you've introduced in the past?