Affirm Holdings expands Royal Caribbean cruise financing to the U.K. and Canada as demand for flexible travel payments continues to rise.
Visa, Affirm and Block highlight how fintech is remaking payments, lending and investing with AI, blockchain and digital wallets.
AFRM shares are down 12.3% YTD, but active users, GMV and transactions are surging as inflation fears and rising debt keep pressure on the stock.
Affirm Holdings, Inc. (AFRM) Discusses Vision, Growth Drivers, and Medium-Term Financial Framework Update Transcript
Affirm demonstrates robust growth and sustained GAAP profitability, solidifying BNPL as a legitimate payments disruptor. AFRM delivered 35% YoY GMV growth and 41% RLTC growth, exceeding guidance and maintaining a strong balance sheet with a net cash position. Management guides for 29% YoY GMV growth and margin expansion, emphasizing continued market share gains and AI-driven bottom-line accretion.
Shares of Klarna Group (NYSE:KLAR | KLAR Price Prediction) are up roughly 15% intraday in Thursday morning trading, changing hands near $15.80 after a prior close of $13.69.
Klarna stock price is pumping today, May 14, after the Buy Now Pay Later (BNPL) company published its financial results. KLAR jumped by over 15% to $15, reaching its highest point since March 16 this year.
Agentic commerce and international expansion is the new focus for Affirm, which laid out a bold roadmap to $100 billion in annual volume at the company's 2026 Investor Forum. Affirm CEO Max Levchin joins Ed Ludlow and Caroline Hyde to break it down on "Bloomberg Tech.
AFRM teams with Google to bring BNPL into AI shopping, aiming to simplify checkout with transparent installment payments.
Americans are still swiping, tapping, and clicking through record consumption. Total personal consumption expenditures hit $21.86 trillion in March 2026, up from $20.68 trillion a year earlier, and financial services spending climbed to $1,82 trillion.
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 and share of spend across consumer payments will be cemented through data, underwriting and network scale rather than promotional lending alone.
Affirm NASDAQ: AFRM used its 2026 Investor Forum at Nasdaq in New York to outline a broader growth strategy centered on its payments network, expanding consumer products, international markets and a new medium-term financial framework tied to reaching $100 billion in annual gross merchandise volume.