Affirm Holdings Inc. has published the transcript of its First Quarter Fiscal 2026 Earnings Call, held on November 6, 2025. The event was attended by key members of Affirm's management team, including Founder and Chief Executive Officer Max Levchin, Chief Operating Officer Michael Linford, Chief Financial Officer Rob O'Hare, and Head of Investor Relations Zane Keller. Numerous analysts from leading financial institutions also participated in the call. During the call, management highlighted strong quarterly performance and announced the extension of Affirm's U.S. agreement with Amazon for an additional five years through January 2031. CEO Max Levchin remarked, "As always, the better the quarter, the fewer the opening remarks, and this one was really great. This is really all I got. Actually, no, I have one piece of breaking news, actual breaking news to report. Earlier this week, we extended our U.S. agreement with Amazon for an additional five years through January 2031. We look forward to serving these customers going forward." The call also included a reminder about the presence of forward-looking statements and non-GAAP financial measures, with further details available on Affirm's Investor Relations website. The full transcript can be accessed through the link below.