BNPL

Klarna Expands Deposits and Debit Push as GMV Hits $33.7 Billion

Klarna Expands Deposits and Debit Push as GMV Hits $33.7 Billion
Klarna Expands Deposits and Debit Push as GMV Hits $33.7 Billion
May 14, 2026  |  Earnings

Consumers leaning on buy now, pay later for everything from groceries to larger-ticket purchases helped push Klarna deeper into everyday spending during the first quarter,...

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Fed Credit Data Points Toward Consumer Demand for Installments
Fed Credit Data Points Toward Consumer Demand for Installments
May 13, 2026  |  Consumer Finance

Consumers are still leaning heavily on credit cards, but the latest Federal Reserve household debt data suggests a growing number may soon be looking for...

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Affirm Targets Card Networks With Broader Payments Push
Affirm Targets Card Networks With Broader Payments Push
May 12, 2026  |  BNPL

As buy now, pay later (BNPL) firms compete to move beyond checkout financing, Affirm used its investor forum Tuesday (May 12)  to argue that growth...

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Affirm Brings Pay-Over-Time Options to Google AI Platforms
Affirm Brings Pay-Over-Time Options to Google AI Platforms
May 12, 2026  |  BNPL

Affirm’s pay-over-time options will be integrated into the Gemini app and Google Search, including AI Mode, through Google Pay in the coming weeks. The companies...

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Google Embeds Klarna BNPL Into Gemini AI Conversations
Google Embeds Klarna BNPL Into Gemini AI Conversations
May 12, 2026  |  BNPL

Google Pay users shopping in Google’s Gemini app or Google Search, including AI Mode, will be able to access Klarna’s flexible payment options. When this...

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Affirm Earnings Put Consumer Credit, Private Credit in Focus
Affirm Earnings Put Consumer Credit, Private Credit in Focus
May 07, 2026  |  BNPL

Affirm’s latest quarter earnings call landed at a revealing moment for consumer finance. The company plays at the intersection of two of the most important...

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Block Rallies as AI Push Turns Cash App Into a Lending Hub
Block Rallies as AI Push Turns Cash App Into a Lending Hub
May 07, 2026  |  Earnings

Block’s first-quarter earnings report was the company’s first since its sweeping organizational restructuring and staff reductions earlier this year, and management used the call to...

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Who Is the Subprime Consumer?
Who Is the Subprime Consumer?
May 07, 2026  |  Consumer Insights

Subprime consumers are often viewed through a narrow credit-risk lens. PYMNTS Intelligence’s “Who Is the Subprime Consumer? A Behavioral Profile” shows a different picture: a...

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