Business Description

Affirm Holdings, Inc. is a financial technology company that operates a "Buy Now, Pay Later" (BNPL) payment network primarily in the United States, Canada, and the United Kingdom. The company provides point-of-sale consumer lending and payment solutions, allowing consumers to split purchases into fixed installment loans. Affirm distinguishes itself by offering transparent credit with no hidden or late fees, and by partnering with major retail platforms like Amazon, Walmart, and Shopify.

Everything on Affirm Holdings, Inc.

Revenue (FY2025) $2.95B
YoY growth +41.8%
Operating margin
Direction Expanding
Gross margin
Net margin 1.8%

Earnings Transcripts

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Leadership & board

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Share Repurchase Program

Total authorized
$350.0 million of Class A common stock (December 2024 authorization, in connection with the 2029 Convertible Notes offering)
Latest FY repurchased
$250.0 million (repurchase of 3.5 million shares of Class A common stock in privately negotiated transactions with holders of the 2026 Notes)

Named Competitors

SynchronyJ.P. Morgan ChaseCitibankBank of AmericaCapital OneBread FinancialAmerican ExpressVisaMasterCardPayPalBlockKlarna

Customer Concentration

The top five merchants and platform partners represented approximately 47% of total GMV as of June 30, 2025 (47% in 2024 and 42% in 2023), with GMV attributable to Amazon alone representing 22% of total GMV in fiscal 2025 (21% in 2024, less than 20% in 2023); no single merchant exceeded 10% of total revenue in fiscal 2025, 2024, or 2023.

Recent SEC Filings

2026-06-25 Entered a material agreement (+1 more) View filing ↗
2026-05-07 Reported quarterly results View filing ↗
2026-02-05 Reported quarterly results View filing ↗
2026-01-16 Leadership change (directors/officers) View filing ↗
2025-12-18 Shareholder vote results View filing ↗
2025-11-06 Entered a material agreement (+2 more) View filing ↗
2025-09-22 Leadership change (directors/officers) View filing ↗
2025-08-28 Reported quarterly results View filing ↗
2025-06-26 Shareholder vote results (+1 more) View filing ↗
2025-06-12 Leadership change (directors/officers) View filing ↗
2025-05-08 Reported quarterly results View filing ↗
2025-03-17 Other event View filing ↗

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