Klarna will report fourth-quarter 2025 results on Feb. 19 before markets open, with consensus estimates pointing to $1.07 billion in revenue and a $0.03 per share loss. The company forecasts an 18.5% sequential revenue increase, an 88% EPS improvement, gross merchandise volume of $37.5–$38.5 billion and transaction margin dollars of $390–$400 million.

Klarna has integrated its interest-free pay-later functionality into Google Pay for UK users, allowing shoppers to split purchases at checkout without fees. This rollout aims to boost Klarna Card signups, expand its consumer and merchant transaction base, and support global growth initiatives.