Tabby’s strong momentum reaffirms our view that the BNPL story isn’t over
BNPL valuations are down around 80% compared to last year due to various challenges, but it’s not all bad news
UAE’s Tabby has raised a large debt funding round as the company is growing sharply and profitability is improving
Tighter regulations, tough competition, impact of rising rates, and consolidation are some of key BNPL trends to watch




Global Financials/Thematics @ Tellimer Research
