---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-25-050159"
form_type: "8-K"
ticker: "AFRM"
cik: "0001820953"
company_name: "Affirm Holdings, Inc."
filed_at: "2025-11-06T23:59:59+00:00"
generated_at: "2026-05-16T23:57:14.135491+00:00"
event_type: "other_material"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "low"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-25-050159
- form_type: 8-K
- ticker: AFRM
- cik: 0001820953
- company_name: Affirm Holdings, Inc.
- filed_at: 2025-11-06T23:59:59+00:00
- event_type: other_material
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: low
- sec_items: 1.01, 2.02, 3.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1820953/000162828025050159/0001628280-25-050159-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1820953/000162828025050159/afrm-20251102.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-25-050159
- JSON: https://secwatch.observer/filing/0001628280-25-050159.json
- Plain text: https://secwatch.observer/filing/0001628280-25-050159.txt

## Key facts
- Equity Issuances
  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
  source text: 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.
  evidence_url: https://www.sec.gov/Archives/edgar/data/1820953/000162828025050159/0001628280-25-050159-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.