Affirm

"As agentic shopping grows, we will see more people needing access to credit, not less. And we're there. That is our job. We will absolutely be there for them." -@mlevchin in conversation with @BrianSozzi

Watch the full episode: youtube.com/watch?v=c8QLuW…

We’re growing fast and getting more profitable. We’ve had twelve straight quarters of 30%+ GMV growth. Operating Income was $187M, up nearly 3x YoY.

More highlights (🧵)

We opened fiscal 2027 with stellar first quarter results. We saw broad-based outperformance across the business and raised guidance for the year.

Here's our shareholder letter for all the details: bit.ly/3UlTn0l

It’s November, so naturally we’re talking about the holidays now. We’ve teamed up with @Refinery29 on a holiday quiz to make you the standout gift giver.

Take the quiz: refinery29.com/en-us/thoughtf…

"Max Levchin’s Affirm has won back a piece of the retail empire it lost last year. The San Francisco buy-now-pay-later lender...signed an exclusive, multi-year agreement to be the pay-over-time provider for Sam’s Club."

More here: bit.ly/4zjZIIX