Is there any guidance from management on expected incremental revenue or profit contribution from the partnership, and does it align with analyst expectations?

Management did not attach a dollar‑figure to the PayLaterr‑Experian tie‑up. In the press release the CEO only said the collaboration “will accelerate growth, deepen our data‑driven underwriting and open new revenue streams” without quantifying incremental sales or profit contribution. Analyst estimates for PayLaterr had already built a modest upside—roughly $15‑$20 million of incremental FY‑2025 revenue from expanded fraud‑prevention services—but the lack of explicit guidance leaves the market to price the upside on a “qualitative” basis. Consequently, the partnership is being treated as a catalyst rather than a concrete earnings driver, and current consensus estimates remain largely unchanged.

From a trading perspective, the news sparked a short‑term rally (the stock rose ~4 % on volume that exceeded the 20‑day average), but the price is now holding just above its 50‑day EMA and the 200‑day SMA remains a strong resistance level. In the absence of hard guidance, a cautious “buy‑on‑dip” strategy works best: look for a pullback toward the 20‑day EMA with improving momentum (RSI moving above 45) before adding exposure. Keep a tight stop just below the 50‑day EMA, as any failure to articulate concrete revenue targets in the upcoming earnings call could trigger a corrective move back to the 200‑day SMA.