AFRM
Mark your calendar
Affirm just put a pin in May 7, 2026 for its third-quarter fiscal 2026 results. The company plans to post its shareholder letter and financials after the market closes, then host a conference call and webcast at 2:00 p.m. PT.
Why investors should care
This is the classic "show me the numbers" moment. With buy-now-pay-later still living in the awkward teenage years of finance, investors will be watching for clues on:
- revenue growth
- credit performance
- margin improvement
- how much the company is still spending to keep the engine running
The setup
CEO Max Levchin and COO Michael Linford will be on the call, which means the usual soundtrack: a few optimistic growth points, a few careful caveats, and a lot of scrutiny around whether the business is getting more durable or just more expensive.
Big picture: earnings dates are basically the loading screen before the main game. For Affirm, May 7 is when the market finds out whether the comeback narrative has legs or just good PR.