top of page
Shopify Capital Q3 2026: $1.5 Billion in a Quarter, $4.3 Billion YTD, and a Growth Rate That Isn't What It Looks Like
Shopify Capital bought $1.5B in loans and MCAs in Q3 2026, $4.3B YTD. The numbers, the credit trend, and the growth rate that isn't real.
4 min read
Lending Is the New Lock-In: What Q1 2026 Earnings Mean for the Funding Industry [VIDEO]
Shopify, Block, PayPal & Fiserv are turning lending into a merchant retention tool. We break down the Q1 2026 numbers. Watch now.
1 min read
Q3 2025 Earnings Breakdown: Square, Shopify, and PayPal Keep Scaling SMB Lending
Square Loans, Shopify Capital, and PayPal Working Capital each posted strong Q3 lending results—see how fintech giants are reshaping SMB Lending.
3 min read
Block Q2: Lending Engine Keeps Humming, Crypto Cools - And Shopify Capital Is Gaining Ground
Block’s latest quarter was a reminder that embedded lending is no side hustle anymore. While top‑line headlines fixated on guidance and mixed revenue trends, two things stood out for our world: Square Loans kept scaling originations, and Bitcoin revenue cooled from last year’s pace. Meanwhile, Shopify Capital posted a sizable quarter of its own, a competitive signal for platform‑native business funding.
2 min read
Shopify Adds New Loan Products for Store Owners
In Shopify's latest Edition, which introduced hundreds of new products and features, they announced two new lending products to their...
1 min read
Comparing Shopify, Block, and PayPal's Lending Landscapes
In the bustling marketplace of business lending three titans—Shopify, Block, and PayPal—are charting different courses through the choppy...
2 min read
bottom of page