Conference Call Replay | BNPL Mania - Our Perspective on the Market Size/Growth, Competitive Dynamics, & Impact on the Payments Ecosystem
November 17, 2021 7:00 AM PD / 10:00 AM ET
BNPL. BNPL. BNPL. Following Square’s announcement of its planned acquisition of Afterpay and the frenzy of partnership and deal announcements in the past few months (e.g., Affirm’s partnerships with Shop Pay, Amazon, and Target, Apple-Goldman Sachs's planned BNPL service for Apple Pay), investors are talking about little else. The three major standalone players — Afterpay, Affirm, and Klarna — have grown to be three of the most valuable global Fintechs, but are also facing new pressure from incumbents, including PayPal, Apple, and the networks (Visa, Mastercard, American Express).
On November 17th, Lisa Ellis discussed the market size and growth of the domestic BNPL landscape, the competitive positioning of major players, and the impact of BNPL on the Payments ecosystem.
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Zane Chrane, Top-Ranked Software and Crypto Technology Analyst, Joins MoffettNathanson LLC
NEW YORK, July 13, 2021 /PRNewswire/ -- MoffettNathanson LLC announced today that Zane Chrane has joined the firm as a Senior Research Analyst covering the Software and Crypto Technology sectors. He will be paired with MoffettNathanson Partner and Senior Analyst Lisa Ellis, leader of the firm’s Payments, Processors, and IT Services vertical, which will be renamed Fintech, Software, and Services following Chrane’s coverage initiation.
Chrane was most recently a Senior Research Analyst at Sanford C. Bernstein & Co, where he was recognized by Institutional Investor as a “Rising Star” in their Investor poll. While at Bernstein, Chrane was a highly ranked SMID-Cap Software analyst covering high-growth, disruptive software companies including ServiceNow, Snowflake, and Zoom. [read more]