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Affirm Holdings, Inc. (AFRM) Q3 2026 Earnings Call Transcript
2026-05-08 · via All Articles on Seeking Alpha

Q3: 2026-05-07 Earnings Summary

EPS of $0.62 misses by $0.11

 | 

Revenue of

$1.04B

(32.64% Y/Y)

beats by $43.56M

Affirm Holdings, Inc. (AFRM) Q3 2026 Earnings Call May 7, 2026 5:00 PM EDT

Company Participants

Zane Keller - Head of Investor Relations
Max Levchin - Founder, CEO & Chairman
Michael Linford - Chief Operating Officer
Robert O'Hare - Chief Financial Officer

Conference Call Participants

Jinli Chan - Wells Fargo Securities, LLC, Research Division
Christopher Svensson - Deutsche Bank AG, Research Division
Bryan Keane - Citigroup Inc. Exchange Research
Moshe Orenbuch - TD Cowen, Research Division
Harry Bartlett - Rothschild & Co Redburn, Research Division
Robert Wildhack - Autonomous Research US LP
Dan Dolev - Mizuho Securities USA LLC, Research Division
Daniel Perlin - RBC Capital Markets, Research Division
Andrew Bauch - BMO Capital Markets Equity Research
Matthew O'Neill - BofA Securities, Research Division
Darrin Peller - Wolfe Research, LLC
Connor Allen - JPMorgan Chase & Co, Research Division
James Faucette - Morgan Stanley, Research Division
Zachary Oster - Citizens JMP Securities, LLC, Research Division
Jacob Haggarty - Robert W. Baird & Co. Incorporated, Research Division
Kyle Peterson - Needham & Company, LLC, Research Division
James Friedman - Susquehanna Financial Group, LLLP, Research Division
John Hecht - Jefferies LLC, Research Division
Jeffrey Cantwell - Seaport Research Partners

Presentation

Operator

Good afternoon. Welcome to the Affirm Holdings, Inc. Third Quarter Fiscal 2026 Earnings Call. [Operator Instructions] As a reminder, this conference call is being recorded, and a replay of the call will be available on our Investor Relations website for a reasonable period of time after the call.

I'd now like to turn the call over to Zane Keller, Head of Investor Relations. Thank you. You may begin.

Zane Keller
Head of Investor Relations

Thank you, operator. Before we begin, I would like to remind everyone listening that today's call may contain forward-looking statements. These forward-looking statements are subject to numerous risks and uncertainties, including those set forth in our filings with the SEC, which are available on our Investor Relations website.

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