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Emerging Trends and Challenges

FTPartnersResearch-GlobalMoneyTransferTrends

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PayPal Acquires Xoom for $890 mm<br />

Xoom: Selected Business / Financial Metrics (cont.)<br />

Active Customers (1) / YoY Growth %<br />

(# in 000s)<br />

576<br />

44%<br />

658<br />

718<br />

55% 57%<br />

Rupee-related activity in<br />

Q2-Q3 2013<br />

776<br />

842<br />

50% 46%<br />

1,344<br />

1,279<br />

1,195 1,222<br />

1,130<br />

1,060<br />

998<br />

920<br />

40% 39% 36% 34% 30%<br />

22% 21% 19%<br />

1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15<br />

Mobile (% of Transactions)<br />

15%<br />

18%<br />

22%<br />

25%<br />

28%<br />

30%<br />

37%<br />

42%<br />

45%<br />

47%<br />

52%<br />

55%<br />

60%<br />

1Q12 2Q12 3Q12 4Q12 1Q13 2Q13 3Q13 4Q13 1Q14 2Q14 3Q14 4Q14 1Q15<br />

Source: SEC filings <strong>and</strong> earnings press release.<br />

(1) Reflects customers who have sent at least one transaction during the last twelve month trailing period.<br />

85

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