Affirm Holdings Inc (FRA:78P)
€ 59.96 +2.1 (+3.63%) Market Cap: 20.76 Bil Enterprise Value: 27.16 Bil PE Ratio: 12.94 PB Ratio: 4.39 GF Score: 61/100

Affirm Holdings, Inc. at Goldman Sachs Communacopia + Technology Conference Transcript

Sep 08, 2026 / 10:05PM GMT
Release Date Price: €61.13 (-1.12%)
Unidentified Participant

All right, weâre going to kick this off. We are very excited here to have Max Levchin yet again from Affirm. Max, thanks for joining us. Really looking forward to the conversation again.

Max Levchin
Affirm Inc - Chief Executive Officer, Founder

Thank you for having me.

Questions & Answers

Unidentified Participant

All right. So at the investor forum in May, you framed a business around $100 billion in annual GMV. You laid out a 25% growth algorithm with 10 points each coming from your point-of-sale product, your direct-to-consumer franchise, as well as 1 to 5 points from some of the more fledgling products, international expansion, the bank distribution.

When you look across those buckets, where do you see the biggest go-get, and what do you think needs to happen to get there?

Max Levchin
Affirm Inc - Chief Executive Officer, Founder

Itâs actually kind of designed to be not dependent on any one thing. So we certainly have lots of road to go in

Already have an account? Log in
Get the full story
Access to All Earning Calls and Stock Analysis
30-Year Financial on one screen
All-in-one Stock Screener with unlimited filters
Customizable Stock Dashboard
Real Time Insider Trading Transactions
8,000+ Institutional investors’ 13F holdings
Powerful Excel Add-in and Google sheets Add-on
All data downloadable
Quick customer support
And much more...
7-Day Free Trial · Cancel Anytime
Subscription fee may be tax deductible.
Excellent
4.6 out of 5 Trustpilot