Affirm's Q3 2026 revenue hits $1.04B with 130% surge in Affirm Card users driving strong growth.

Affirm reported strong Q3 2026 results, with revenues reaching $1.04 billion, up 32.64% year-over-year, surpassing expectations by $43.56 million. The Affirm Card was a key growth driver, with active users increasing 130% year-over-year to 4.4 million, leading to a 146% growth in direct-to-consumer gross merchandise volume. This marks Affirm's tenth consecutive quarter of over 30% GMV growth. Management raised guidance and expressed strong confidence in the company's expanding role in consumers' daily financial lives during Investor Day.