Affirm Holdings, Inc. ( AFRM ) Discusses Vision, Growth Drivers, and Medium-Term Financial Framework Update May 12, 2026 2:00 PM EDT

Company Participants

Zane Keller - Head of Investor Relations

Max Levchin - Founder, CEO & Chairman

Michael Linford - Chief Operating Officer

Libor Michalek - President & Director

Wayne Pommen - Chief Revenue Officer

Vishal Kapoor - Senior Vice President of Product

Pat Suh - Senior Vice President of Revenue

Harley Finkelstein - President

Robert O'Hare - Chief Financial Officer

John Marion

Conference Call Participants

William Gaybrick - Stripe, LLC

Phil Lehner

Arika Selleck

James Faucette - Morgan Stanley, Research Division

Ramsey El-Assal - Cantor Fitzgerald & Co., Research Division

Jason Kupferberg - Wells Fargo Securities, LLC, Research Division

Andrew Bauch - BMO Capital Markets Equity Research

Dan Dolev - Mizuho Securities USA LLC, Research Division

Adam Frisch - Evercore ISI Institutional Equities, Research Division

Christopher Svensson - Deutsche…