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Affirm Holdings, Inc. (AFRM) Discusses Vision, Growth Drivers, and Medium-Term Financial Framework Update May 12, 2026 2:00 PM EDT
Company Participants
Zane Keller - Head of Investor Relations
Max Levchin - Founder, CEO & Chairman
Michael Linford - Chief Operating Officer
Libor Michalek - President & Director
Wayne Pommen - Chief Revenue Officer
Vishal Kapoor - Senior Vice President of Product
Pat Suh - Senior Vice President of Revenue
Harley Finkelstein - President
Robert O'Hare - Chief Financial Officer
John Marion
Conference Call Participants
William Gaybrick - Stripe, LLC
Phil Lehner
Arika Selleck
James Faucette - Morgan Stanley, Research Division
Ramsey El-Assal - Cantor Fitzgerald & Co., Research Division
Jason Kupferberg - Wells Fargo Securities, LLC, Research Division
Andrew Bauch - BMO Capital Markets Equity Research
Dan Dolev - Mizuho Securities USA LLC, Research Division
Adam Frisch - Evercore ISI Institutional Equities, Research Division
Christopher Svensson - Deutsche Bank AG, Research Division
Darrin Peller - Wolfe Research, LLC
Rayna Kumar - Oppenheimer & Co. Inc., Research Division
Bryan Keane - Citigroup Inc., Research Division
John Hecht - Jefferies LLC, Research Division
Timothy Chiodo - UBS Investment Bank, Research Division
Connor Allen - JPMorgan Chase & Co, Research Division
Robert Wildhack - Autonomous Research US LP
David Koning - Robert W. Baird & Co. Incorporated, Research Division
Moshe Orenbuch - TD Cowen, Research Division
William Nance - Goldman Sachs Group, Inc., Research Division
Kyle Joseph - Stephens Inc., Research Division
Presentation
Zane Keller
Head of Investor Relations
Welcome to the 2026 Affirm Investor Forum for the -- we are live here at NASDAQ in New York. We appreciate those of you that are joining us here in person, but as well as those of you that are joining us virtually. This is the third iteration of our investor forum, and we certainly hope it's our best one yet.
As many of you know, I'm Zane Keller, I'm the Head of Investor Relations here at Affirm. Before we begin, we do have to go
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