AFRM stock rose 9.6% on reiteration of FY2027 GMV guidance; viewed as a positive outcome.

Uh Ulta Beauty Affirm and Workday all report. you know autodesk software workday software a firm consumer lending Ulta consumer purchasing iron neocloud and then of course Marll tech for where do we stand on AS6 custom AS6 CPO adoption we'll see it's going to be really interesting

And then, of course, the firm and Ulta. So, we'll see.

Affirm is not out yet.

as far as a firm, a firm should be out, frankly, any second here. Let me see. I'm pretty sure they were listed at a 410. They are. So, I'm getting a heads up right now.

A firm and Spotify launch shop payments in installments in Australia. Okay, let's go throw a firm down. So, this is a firm in the after hours coming up on the uh 79 rejection line.

If I look at this on the week or weekly performance, it's actually not doing horribly. It's really recovered since $8 in 2022. Holy smokes. The stock's like 10x now. In fairness, it went down like 90%. But man, it like 10xed.

Okay, so the only one I've got right now that's really on deck any second here will be a firm. So, we'll cover that in just a moment. in the meantime, I will be looking for a firm earnings.

Yeah, still no. See, looking at the wire service, too.

Okay, talked about the guidance. A firm is also not coming through the feed.

Uh let's see as a firm out. Oh, there it is. a firm comes in with uh it's actually a beat on Q1, but merchandise volumes that's a miss that's a slight miss on merchandise volumes like really minor. I'll calculate it here.

So a firm and what were the comp sales again? Uh on Ulta we had comp sales slow to 3% range. Okay. Affirm. Affirm. Affirm. They are coming in at Q4 EPS projected at $462. Okay.

Affirm. Affirm. Affirm. They are coming in at Q4 EPS projected at $462. If I look at Q1 revenue, I'm coming in at I mean that's that's better. 1.2. two 05 divided by 1.17 about a 2.9% beat at midpoint to 1.22 22 about a 2.9% beat.

Q4 revenue beats at 1.17 billion versus 1.18 billion expected. That's good. That's a beat of 1.17 divided by 1.11 5.4% B. Okay. Then we have a firm sees similar 2027 revenue to 2026. see similar revenue to fiscal year 2026.

So no real change there. And then we have gross merchandise volume. Gross merchandise volume at 64 billion. Expectation was 63.92. Okay. So you know that's that's for the year.

So that guidance is intact. But the guidance on Q1 of 13.85 billion uh had expectations of 1389. If I look at Q1 revenue, I'm coming in at I mean that's that's better. 1.2. two 05 divided by 1.17 about a 2.9% beat at midpoint to 1.22 22 about a 2.9% beat.

Q4 revenue beats at 1.17 billion versus 1.18 billion expected. That's good. That's a beat of 1.17 divided by 1.11 5.4% B.

Okay. Then we have a firm sees similar 2027 revenue to 2026. see similar revenue to fiscal year 2026. So no real change there.

And then we have gross merchandise volume. Gross merchandise volume at 64 billion. Expectation was 63.92. Okay. So you know that's that's for the year. So that guidance is intact.

But the guidance on Q1 of 13.85 billion uh had expectations of 1389.

Oh, a firm's actually up 9.6% on uh on those on the reiteration of gross merchandise volume for uh 2027 versus 2026. That's interesting. Yeah, good for them. That's pretty good. So, that's uh that's awesome.