In this SV Opinion, we take a closer look at Square's impressive move to acquire Afterpay - the Australian BNPL player that SV Ventures identified as Klarna's only real threat in its Opinion dated 31st of May 2021.
We also discuss what the deal means in terms of possible M&A by payment players including PayPal and Stripe, and present our view on the near- and mid-term implications for Klarna - including a H2 capital raise at record valuation and a move to list by no later than Q1 2022.
Will Klarna continue on its path to global BNPL dominance, or will one of the tech giants acquire them first?
SV Opinion - BNPL & Klarna Update
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