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Affirm Q3 FY26 crushes: $1B revenue, $103M profit
Affirm Q3 FY26: $1.04 billion revenue (+33% YoY), $103 million net income, $11.6 billion GMV (+35%), EPS of $0.30 vs $0.17 consensus. 10th consecutive 30%+ GMV growth quarter. Amazon partnership extended through 2031; Stripe integration brings BNPL into AI shopping agents. CFO take: BNPL accounting is uniquely complex. RLTC, fair-value loan ...
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