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SOFI Revenue by Segments

Revenue by SegmentsRevenue by Segments

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In Q1'26, SOFI's Lending segment generated $642M in revenue, marking a significant increase from prior quarters and becoming the dominant contributor to the total. The Technology Platform segment reported $75M, reflecting a decline from Q3'25's $115M, while the Financial Services segment contributed $429M, continuing its strong upward trajectory. Overall, total revenue reached approximately $1.15B, driven primarily by Lending and Financial Services. From Q1'23 to Q1'26, the Lending segment showed overall growth with some volatility, rising from $337M to $642M, including a notable acceleration in 2025. The Technology Platform segment remained relatively stable, fluctuating between $78M and $115M before dipping in Q1'26, indicating limited expansion. In contrast, Financial Services exhibited robust growth from $81M to $429M, with sharp increases starting in Q1'24, underscoring its role as a key growth driver in SOFI's revenue diversification.