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