Block $XYZ raised 2026 guidance after stronger Square payment volume and a major lift in Cash App lending.
Essentially a "Rule of 40" masterclass.
The key read-through: profitable consumer fintech + lending + payments platforms are still getting rewarded when growth and operating leverage show up.
@CJoMaher@oguzerkan NU’s next growth leg may need the U.S.
Buying Sezzl or Dave would be a cleaner shortcut than building brand, licenses, underwriting and distribution from scratch. For Nu, it’s pocket money.
Is the era of the institutional financial ecosystem here for $SEZL $KLAR $AFRM ?
The Fed's shift on BNPL below is hard to ignore.
The conversation has evolved from "Is BNPL a problem that needs curtailing?" to "BNPL is a permanent part of consumer finance that requires oversight."
That's a meaningful derisking of the industry's long-term regulatory outlook.
The existential question is no longer whether BNPL belongs in the financial system.
It's how large its role will become.
https://t.co/4vTelXtyw4
$SEZL wants a re-rate — and management is spelling it out.
Sezzle is no longer just “BNPL at checkout.”
Post-1Q26 momentum: $1B+ quarterly GMV, raised FY26 guidance, Earn tab traction, Pay-in-5, Mobile, subscriptions and AI support leverage.
That’s a push to decouple growth from the checkout button and command a platform multiple, not a lender multiple.
Analysts may need to remodel this.
https://t.co/Wf7GtbB7Yx
@compliantvc An EU grant was the best thing for my startup.
We used it to employ 2 desk clerks, a full time archivist as well as a multi-phone telephone system, fax machine and state-of-the-art filing cabinet system.
@compliantvc My European company almost had to start layoffs, but we applied for an EU grant under the Transitional Occupational Safeguarding Programme.