Affirm extends Amazon partnership through 2031, amends warrant; Q1 results described as stellar

Affirm Holdings, Inc.

Entered Second Amended and Restated Installment Financing Services Agreement with Amazon, effective Feb 1, 2026, through Jan 2031, with auto-renewal.
Amazon warrant amended: exercise price for future vesting set at $63.06 per share (previously $100.00 for pre-Feb 2026 vesting).
Q1 FY2026 shareholder letter released; described as 'stellar results' but specific financial figures not provided in available excerpt.
Agreement continues availability of Affirm loans on Amazon.com and via Amazon Pay widget on third-party sites.

Key facts

Extracted from this filing and checked against the source text.

Equity Issuances SEC 8-K Item 3.02/3.03 confidence 0.9

Affirm Holdings, Inc. issued up to an aggregate of 15,000,000 shares of Class A common stock of warrant to Amazon.com Services LLC.

Security: warrant
Shares: up to an aggregate of 15,000,000 shares of Class A common stock
Purchaser: Amazon.com Services LLC

Exact text from the filing

On November 2, 2025, in connection with the entry into the Restated Agreement, the Company and Amazon Services entered into a second amendment (the “Second Amendment”) to the amended and restated warrant (as amended, the “Warrant”) to purchase up to an aggregate of 15,000,000 shares of Class A common stock, $0.00001 par value per share (the “Warrant Shares”), of the Company.

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42 equity issuances filed in the last 30 days. Browse all equity issuances →

Affirm Holdings, Inc. filing history →

Source: SEC EDGAR

accession 0001628280-25-050159

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