Every material Form 8-K Affirm Holdings, Inc. has filed with the SEC since June 25, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Affirm reported results for the first fiscal quarter ended September 30, 2026, in a shareholder letter filed under Item 2.02. Total revenue grew 35% to $1,262.2 million and GMV grew 34% to $14.4 billion, while net income was $164.2 million compared with $80.7 million a year earlier. The company also gave outlook figures for fiscal Q2 2027 and fiscal 2027, including GMV of $17.9 to $18.2 billion for the quarter.
Revenue rose 35% to $1,262.2 million; GMV rose 34% to $14.4 billion
Net income was $164.2 million, up from $80.7 million; operating income was $187.1 million, up from $63.7 million
Adjusted operating income was $379.7 million, with adjusted operating margin of 30.1%
Fiscal Q2 2027 outlook: revenue of $1,435 to $1,465 million; fiscal 2027 GMV of more than $65.25 billion
Affirm Holdings furnished a shareholder letter on its fourth fiscal quarter ended June 30, 2026 results, which is attached as Exhibit 99.1. The Board also appointed Michael Linford as President, effective August 27, 2026, with expanded oversight of legal, compliance, public affairs, revenue and global markets functions, and his compensation was unchanged.
Shareholder letter dated August 27, 2026 covers the fiscal fourth quarter ended June 30, 2026; it includes non-GAAP measures reconciled in the letter.
Board appointed Michael Linford as President on August 25, 2026, effective August 27, 2026; he was COO from September 2024 and CFO from August 2018 to November 2024.
Libor Michalek remains President, overseeing engineering, risk, operations, product and design; Linford and Michalek report to CEO Max Levchin.
Affirm Holdings amended its revolving credit agreement on June 18, 2026, raising the aggregate commitment from $330 million to $675 million and extending maturity two years to June 18, 2029. The company also appointed Ryan Schneider, former CEO of Anywhere Real Estate, to its Board effective July 1, 2026, expanding the Board from nine to ten directors.
Aggregate commitment under the revolving credit agreement increased from $330 million to $675 million; no amounts were outstanding at closing.
Maturity extended two years to June 18, 2029, but the facility matures early if 2026 convertible notes outstanding reach the greater of $150 million or the company's liquidity level, 91 days before those notes mature.
Ryan Schneider joins the Board as a Class III director and the Audit and Nominating and Governance committees, effective July 1, 2026.
Schneider's non-employee director pay includes RSUs with an aggregate value of $260,000 for his initial grant, a $260,000 annual RSU grant, and a $55,000 annual cash retainer.
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