Affirm Holdings, Inc. revenue by segment AFRM

Affirm Holdings, Inc. splits its revenue into 2 lines in its filings. The largest line in Q1 of fiscal 2027, the quarter ended Sep 30, 2026 was Merchant Network at $296.9 million, 75% of the total.

USD in millions. The percent under a figure is the change from the same quarter a year earlier.

Line
TTM
Sep 30, 2026
Q1 FY2027
Sep 30, 2026
Q4 FY2026
Jun 30, 2026
Q3 FY2026
Mar 31, 2026
Q2 FY2026
Dec 31, 2025
Q1 FY2026
Sep 30, 2025
Q4 FY2025
Jun 30, 2025
Q3 FY2025
Mar 31, 2025
Q2 FY2025
Dec 31, 2024
Revenue
1,517
393
388
334
401
320
307
273
303
Merchant Network
1,196
+25.9%
share 78.8%
297
+18.2%
share 75.5%
302
+26.3%
share 78.0%
268
+25.3%
share 80.1%
328
+34.1%
share 81.8%
251
share 78.4%
239
share 78.1%
214
share 78.5%
245
share 80.8%
Virtual Card Network
321
+26.9%
share 21.2%
96
+39.2%
share 24.5%
85
+26.9%
share 22.0%
66
+13.5%
share 19.9%
73
+25.6%
share 18.2%
69
share 21.6%
67
share 21.9%
59
share 21.5%
58
share 19.2%
How these figures are calculated

Quarterly columns are single-quarter amounts. When a 10-Q reports only a year-to-date total, as cash flow statements do, the quarter is that total minus the previous quarter's year-to-date total. The fourth quarter is the annual report's full year minus the first nine months. A column marked YTD is a year-to-date total, shown when the earlier report needed for the single quarter is missing. USD in millions. Each group is a separate split of total revenue, so the groups are not added together. Share of revenue is that line divided by total revenue. The first column adds the latest year-to-date segment amount to the last fiscal year and subtracts the year-ago year-to-date amount. More on our methodology.

Company profile

Industry
Personal Credit Institutions (SIC 6141)
Listed as
AFRM (Nasdaq)
Fiscal year ends
June 30
Incorporated in
NV
Headquarters
San Francisco, CA
SEC filer status
Large accelerated filer
SEC CIK
1820953

Other Personal Credit Institutions companies

Source: SEC EDGAR filings. This is company-reported data, not investment advice.