Affirm Holdings Reports Q4 FY2026 Results; Appoints President

What Happened
Affirm Holdings, Inc. announced its financial results for the fourth fiscal quarter ended June 30, 2026 via a Shareholder Letter filed on August 27, 2026. The letter includes non-GAAP financial measures and reconciliations to the comparable GAAP figures. In a separate disclosure, the Board appointed Michael Linford as President effective August 27, 2026. Linford was Affirm’s Chief Operating Officer since September 2024 and previously served as Chief Financial Officer from August 2018 to November 2024.

Key Details

• Shareholder Letter dated August 27, 2026 reporting results for the quarter ended June 30, 2026; includes non-GAAP measures with reconciliations in the attached financial tables (Exhibit 99.1).
• Michael Linford appointed President effective August 27, 2026; previously Affirm’s COO (since Sept 2024) and CFO (Aug 2018–Nov 2024).
• In his new role Linford adds oversight of legal, compliance, public affairs, revenue and global markets while retaining responsibility for brand, communications, enterprise risk, finance, internal audit and people.
• Libor Michalek remains President overseeing engineering, risk, operations, product and design and continues as a Board member; both Linford and Michalek report to CEO and Chair Max Levchin. There is no change to Linford’s compensation arrangements.

Why It Matters
The 8-K provides the company’s latest quarterly financial results and the accompanying non-GAAP reconciliations that investors often use to assess performance. The promotion of Michael Linford centralizes several commercial and compliance functions under a long-tenured executive, while the CEO and existing leadership structure remain in place. Investors should read the Shareholder Letter (Exhibit 99.1) for the detailed financial figures and metrics to understand how the quarter affected revenue, profitability and other operating measures.