earnings
confidence high
sentiment positive
materiality 0.75
Affirm beats FQ1'25 guidance: GMV $7.6B (+35%), rev $698M (+41%), appoints new CFO
Affirm Holdings, Inc.
2025-Q1 EPS reported
-$0.31
revenue$698,479,000
- Revenue +41% YoY to $698M; Adjusted Operating Income +$70M to $130M; Operating loss narrowed $77M to $133M.
- GMV grew 35% YoY to $7.6B; active consumers +11% YoY; transactions per active consumer hit 5.1.
- RLTC as % of GMV was 3.8%, within target; Net loss improved $72M to $100M.
- Rob O'Hare appointed CFO effective Nov 8, 2024; succeeds Michael Linford who remains COO.
- Board authorized up to $500M repurchase of 0% convertible notes due 2026, starting Jan 1, 2025.