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Will Apple’s New Klarna-Powered Leasing Shift Its Ecosystem Monetization Narrative for AAPL?
Simply Wall St.5d agoneutral
Will Apple’s New Klarna-Powered Leasing Shift Its Ecosystem Monetization Narrative for AAPL?

Earlier this week, Apple launched Apple Upgrade in the US, a Klarna-powered leasing program that lets customers access iPhone, Apple Watch, Mac, and iPad through monthly payments across 12‑ to 36‑month terms, replacing the prior iPhone Upgrade Program and iPhone Payments. The shift to leasing is material because analysts see it lowering upfront cost barriers, potentially encouraging quicker upgrade cycles and deeper direct relationships between Apple and its customers across hardware and...

Bank of America doubles down on Apple stock ahead of earnings
TheStreet6d agoneutral
Bank of America doubles down on Apple stock ahead of earnings

Every few years Apple does something that sounds like a minor product tweak but is actually a meaningful change to how it makes money. The shift from selling music to streaming it. The move from hardware warranties to AppleCare subscriptions. The build-out of Services into a business that now ...

Apple launches US device leasing program with Klarna
Reuters8d agoneutral
Apple launches US device leasing program with Klarna

Apple on Tuesday launched a device leasing program in the U.S. through ‌payments firm Klarna, offering customers monthly plans for ‌iPhones, Macs, iPads and Apple Watches. The program, called Apple Upgrade, expands ​the technology giant's payment options and replaces its existing iPhone Upgrade Program and iPhone Payments offering in the country. Customers can lease iPhones and Apple Watches for ‌12 or 24 ⁠months, while Macs and iPads are available under 24- or 36-month plans, Apple said.

Klarna Group (KLAR) Could Be 56% Undervalued As Travel Deals And Bank Plan Expand Reach
Simply Wall St.27d agoneutral
Klarna Group (KLAR) Could Be 56% Undervalued As Travel Deals And Bank Plan Expand Reach

Klarna Group (NYSE:KLAR) is in focus after a series of travel partnerships and a US banking application that together reshape how its stock might be viewed across payments, credit and broader financial services exposure. See our latest analysis for Klarna Group. These travel partnerships and the US banking application arrive as Klarna Group’s 30 day share price return sits at 14.98% and its 90 day share price return at 45.27%, despite a year to date share price decline of 33.39%. This...

Klarna Group (KLAR) Deepens Travel Ties With Flix, Southwest Amid Push For Klarna Bank USA
Simply Wall St.27d agoneutral
Klarna Group (KLAR) Deepens Travel Ties With Flix, Southwest Amid Push For Klarna Bank USA

In early July 2026, Flix SE and Southwest Airlines Co. each announced expanded partnerships with Klarna Group, embedding Klarna’s flexible pay-in-full, installment, and financing options into their booking platforms across the U.S. and 21 international markets while removing foreign exchange fees for many cross-border journeys. Together with Klarna’s recent application to establish Klarna Bank USA as an FDIC-insured Utah industrial bank, these moves highlight the company’s push to integrate...

Klarna seeks to disrupt US market
Payments Dive29d agoneutral
Klarna seeks to disrupt US market

The Swedish buy now, pay later player aims to shake up financial services, linking with Southwest Air and seeking a bank license this week.