EPISODE · Nov 11, 2025 · 15 MIN
Affirm Holdings Quarterly Financial Report and Corporate Documents
from Daily Market Download · host Daily Market Download
These sources provide an in-depth view of Affirm Holdings, Inc.'s financial and operational performance for the first fiscal quarter of 2026, which ended September 30, 2025. The documents include a transcript from the earnings call where CEO Max Levchin highlights that 0% monthly installment loans continue to be the fastest-growing loan product, alongside an earnings supplement full of key metrics like 42% growth in Gross Merchandise Volume (GMV) and a rise in active consumers to 24.1 million. Furthermore, the documents contain the Form 10-Q filing with the SEC, which details the company's condensed consolidated financial statements, an increase in total revenue by 34% compared to the prior year, and ongoing shareholder litigation related to past statements about the business model’s vulnerability to interest rate changes. The company also announced a key extension of its partnership with Amazon through January 2031 and an increase in its overall funding capacity to $26.6 billion.
What this episode covers
These sources provide an in-depth view of Affirm Holdings, Inc.'s financial and operational performance for the first fiscal quarter of 2026, which ended September 30, 2025. The documents include a transcript from the earnings call where CEO Max Levchin highlights that 0% monthly installment loans continue to be the fastest-growing loan product, alongside an earnings supplement full of key metrics like 42% growth in Gross Merchandise Volume (GMV) and a rise in active consumers to 24.1 million. Furthermore, the documents contain the Form 10-Q filing with the SEC, which details the company's condensed consolidated financial statements, an increase in total revenue by 34% compared to the prior year, and ongoing shareholder litigation related to past statements about the business model’s vulnerability to interest rate changes. The company also announced a key extension of its partnership with Amazon through January 2031 and an increase in its overall funding capacity to $26.6 billion.
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Affirm Holdings Quarterly Financial Report and Corporate Documents
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