Highest-materiality recent filing
Affirm upsizes revolver to $675M, extends maturity, adds director Ryan Schneider
Revolving credit facility increased from $330M to $675M; maturity extended to June 18, 2029 (subject to 2026 convertible notes condition).
Affirm reports FQ3'26 results; specific financial figures unavailable in excerpt
Company issued shareholder letter for fiscal third quarter ended March 31, 2026 as Exhibit 99.1.
Affirm reports Q2 FY2026 results; positive tone but no quantitative data in excerpt
Affirm issued shareholder letter for quarter ended Dec 31, 2025, claiming 'excellent results'.
Affirm grants 333,667 PSUs to CEO Max Levchin with three-year performance period
Grant of 333,667 PSUs to founder/CEO Max Levchin under Amended 2012 Stock Plan.
Affirm shareholders elect three Class II directors, ratify auditor, approve say-on-pay
Richard Galanti elected with 814M votes for, 0.6M against; Christa Quarles 782M for, 32.7M against; Manolo Sánchez 794M for, 20.5M against.
Affirm extends Amazon partnership through 2031, amends warrant; Q1 results described as stellar
Entered Second Amended and Restated Installment Financing Services Agreement with Amazon, effective Feb 1, 2026, through Jan 2031, with auto-renewal.
Affirm grants annual equity awards to four execs; CFO O'Hare gets 33,366 RSUs and PSUs
CFO O'Hare receives 33,366 PSUs + 33,366 RSUs; COO Linford, President Michalek each get 44,488 PSUs and RSUs.
Affirm Q4 FY2025 shareholder letter cites accelerating GMV growth; full figures not provided
Filing includes shareholder letter for fiscal Q4 ended June 30, 2025.
Affirm stockholders approve reincorporation from Delaware to Nevada, effective July 1, 2025
Approval vote: 675,165,243 for, 124,941,582 against, 608,899 abstain.
Affirm director Keith Rabois resigns; former Costco CFO Richard Galanti appointed to board
Keith Rabois resigned from board effective June 30, 2025; no disagreement with company.
Affirm reports FQ3 2025 results; highlights strong performance in shareholder letter
Company issued shareholder letter for fiscal Q3 ended March 31, 2025.
Walmart-backed OnePay selects Klarna for installment loans; Affirm's Walmart GMV ~5%
OnePay (majority-owned by Walmart) chose Klarna to offer installment loan financing at Walmart starting later in 2025.
Affirm files prospectus supplement to S-3 shelf registration
Filed prospectus supplement on Feb 28, 2025 to existing automatic shelf registration.
Affirm and Shopify expand global partnership; exclusive US/Canada, plans UK entry
New multi-year agreement replaces prior deal; initial term to June 2028 with auto-renewals.
Affirm FQ2'25 results exceed previous outlook; specifics not in filing excerpt
Company states it exceeded outlook on all financial metrics for quarter ended Dec 31, 2024.
Issued $920M aggregate principal of 0.75% Convertible Senior Notes due 2029, including $120M overallotment exercised.
Affirm prices $800M 0.75% convertible notes due 2029; proceeds to repurchase debt and stock
Upsized from $750M; initial conversion price ~$101.02/share (42.5% premium to Dec 17 close of $70.89).
Affirm proposes $750M convertible notes due 2029, concurrent stock buyback up to $300M
Offering $750M in convertible senior notes due Dec 2029; initial purchasers may purchase up to $112.5M additional.
Affirm shareholders elect three Class I directors and ratify auditor at annual meeting
Elected Libor Michalek, Jacqueline D. Reses, and Noel Watson as Class I directors with >95% votes cast in favor.
Affirm beats FQ1'25 guidance: GMV $7.6B (+35%), rev $698M (+41%), appoints new CFO
Revenue +41% YoY to $698M; Adjusted Operating Income +$70M to $130M; Operating loss narrowed $77M to $133M.
Affirm reports FQ4'24 revenue $659M (+48% YoY), RLTC $309M (+70%), and sets GAAP profitability goal
Revenue $659M, +48% YoY; GMV $7.2B, +31% YoY; RLTC $309M, +70% YoY.
Affirm reports Affirm Card data breach via Evolve Bank & Trust; secures $330M credit facility
Evolve Bank & Trust notified Affirm that Affirm Card user personal information compromised in third-party cyber incident; Affirm systems not breached.
Affirm announces Lead Independent Director departure and new Board appointment
James D. White resigns as Lead Independent Director effective June 30, 2024; no disagreement cited.
Affirm partners with Apple for Apple Pay installment payments; no material FY2025 impact
Apple will offer Affirm's pay-over-time option to Apple Pay users in the US later this year.
Affirm reports Q3 FY2024 earnings; cites GMV growth and stable credit, no numeric details
Q3 FY2024: fourth consecutive quarter of accelerating GMV growth; credit performance stable and yield exceeded expectations.
Affirm Q2 FY2024: GMV +32% to $7.5B, revenue +48%, adjusted operating income turns positive
Revenue grew 48% YoY to $591M; RLTC rose 68% to $242M (3.2% of GMV).
Affirm authorizes up to $800M repurchase of its 0% convertible notes due 2026
Board authorized repurchase of up to $800M of 0% Convertible Senior Notes due 2026.
Affirm reports Q1 FY2024 results; detailed numbers not available in text extract
Filed shareholder letter for first fiscal quarter ended September 30, 2023.
Director resignation, appointment of Manolo Sanchez, and bylaw amendment on majority voting
Director Jenny Ming resigned effective Oct 31, 2023; no disagreement with company operations, policies or practices.
Affirm Q4 FY2023 GMV $5.5B (+25% YoY), achieves adjusted operating income profitability
GMV $5.5B (+25% YoY); Total Revenue $446M (+22% YoY), 8.1% of GMV.
Affirm board authorizes up to $800M repurchase of its 2026 convertible notes
Board authorized up to $800M aggregate principal amount of 0% Convertible Senior Notes due 2026.
Affirm beats Q3 FY23 guidance: GMV $4.6B, revenue $381M, RLTC $167M
GMV of $4.6B exceeded outlook of $4.4-4.5B.
Affirm repurchases additional $70M principal of 2026 convertible notes for $48M cash
Repurchased $70M aggregate principal of 0% Convertible Senior Notes due 2026 for ~$48M cash, expected close March 8, 2023.
Affirm repurchases $229M of 0% convertible notes due 2026 for $158M cash
Repurchases $229M aggregate principal of 0% Convertible Senior Notes due 2026 for ~$158M in cash.
Affirm reports FQ2'23 GMV $5.7B (+27% YoY) and announces 19% workforce reduction
GMV record $5.7B (+27% YoY); revenue $400M (+11% YoY); RLTC $144M (-21% YoY) below outlook.
Affirm appoints Libor Michalek as President effective December 9, 2022
Michalek previously served as President of Technology, Risk and Operations and has been on the board since May 2021.
Affirm Q1 FY2023 GMV $4.4B (+62% YoY); Active Consumers 14.7M (+69%)
GMV of $4.4B, up 62% YoY; Total Revenues up 34% YoY.
Affirm amends bylaws to align with DGCL, update proxy nomination and forum rules
Amended Bylaws adopt electronic delivery of stockholder meeting notices and communications per DGCL.
Affirm Q4 GMV +77% to $4.4B, revenue +39% to $364.1M, net loss $186.4M
Q4 GMV $4.4B (+77% YoY); revenue $364.1M (+39%); net loss $186.4M vs $123.4M.
Affirm CCO Silvija Martincevic resigns; consulting role through Dec 2022
Silvija Martincevic resigns as Chief Commercial Officer, effective June 30, 2022.
Affirm Q3 GMV up 73% to $3.9B; raises FY22 outlook; extends Shopify partnership
GMV rose 73% YoY to $3.9B; total revenue up 54% to $354.8M.
Affirm raises Q3 and FY2022 guidance on strong GMV and revenue performance
GMV Q3 raised to at least $3.71B (from $3.61-3.71B); FY raised to at least $14.78B.
Affirm files prospectus supplement for shelf offering of securities
Filed prospectus supplement under existing shelf registration (Form S-3) on March 3, 2022.
Affirm Q2 revenue up 77% to $361M, GMV $4.5B (+115%); raises FY2022 outlook
GMV doubled to $4.5B; active consumers up 150% YoY to 11.2M; active merchants surged to 168K from 8K.
Affirm terminates $185M revolver after $1.725B convertible note issuance
Credit Agreement terminated effective Dec 15, 2021; no amount outstanding.
Affirm Holdings 2021 Annual Meeting results: directors elected, auditor ratified, say-on-pay annual
Stockholders elected Libor Michalek and Jacqueline D. Reses as Class I directors with 941M and 907M votes for, respectively.
Affirm raises $1.725B via 0% convertible senior notes due 2026
Sold $1.725B aggregate principal of 0% Convertible Notes due 2026, including $225M over-allotment.
Affirm prices $1.5B upsized 0% convertible senior notes due 2026
Upsized from $1.25B to $1.5B aggregate principal amount; option for additional $225M.
Affirm announces $1.25B convertible senior notes offering due 2026
Affirm proposes $1.25B of Convertible Senior Notes due 2026; option for additional $187.5M.
Affirm Q1 FY22 GMV $2.7B (+84% YoY); raises FY guidance; expands Amazon deal
GMV $2.7B (+84%), revenue $269.4M (+55%), net loss $306.6M includes stock-based comp.
On June 24, 2026, the Board of Directors (the “Board”) of the Company increased the size of the Board from nine directors to ten directors and appointed Ryan Schneider to the Board as a Class III director, each effective July 1, 2026.
On June 11, 2025, the Board appointed Richard Galanti to the Board as a Class II director, effective July 1, 2025.
On June 9, 2025, Keith Rabois, a member of the Board of Directors (the “Board”) of Affirm Holdings, Inc. (the “Company”), resigned as a member of the Board, effective June 30, 2025.
On November 5, 2024, the Board of Directors of the Company appointed Rob O’Hare as the Company’s Chief Financial Officer effective November 8, 2024.
Mr. O’Hare will succeed Michael Linford, who will continue to serve as the Company’s Chief Operating Officer.
On June 20, 2024, the Board appointed Brian D. Hughes to the Board as a Class III director, effective July 1, 2024, with a term expiring at the Company’s 2026 annual meeting of stockholders.
On June 17, 2024, James D. White, Lead Independent Director of the Board of Directors (the “Board”) of Affirm Holdings, Inc. (the “Company”), resigned as a member of the Board, effective June 30, 2024.
On June 20, 2024, the Board appointed current Board member Christa S. Quarles to succeed Mr. White as Lead Independent Director effective July 1, 2024.
On October 17, 2023, Jenny J. Ming, a member of the Board of Directors (the “Board”) of Affirm Holdings, Inc. (the “Company”), resigned as a member of the Board, effective October 31, 2023.
On October 18, 2023, the Board appointed Manolo Sánchez to the Board as a Class II director, effective November 1, 2023, with a term expiring at the Company’s 2025 annual meeting of stockholders.
On December 9, 2022, the Board of Directors (the “Board”) of Affirm Holdings, Inc. (the “Company”) appointed Libor Michalek as the Company’s President, effective immediately.
On August 23, 2022 , the Board of Directors (the “Board”) of the Company appointed Noel Watson to the Board as a Class I director, effective September 1, 2022
Max materiality 0.90 · Median 0.60 · Most common event earnings