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Full Breakdown

Apple Launches New “Apple Upgrade” Leasing Program with Klarna

7/25/2026, 11:56:39 PM

Core Event: Apple Introduces New Leasing Option

On Tuesday, July 28, Apple will roll out a new “Apple Upgrade” leasing program in the United States, partnering with Klarna, a “buy now, pay later” service.

Program Details & Eligibility

  • Device coverage: Most iPhone, iPad, Mac, and Apple Watch models.
  • Term lengths: 24 months for iPhones and Apple Watches; 36 months for iPads and Macs.
  • Flexibility: Customers may pay off early, upgrade early to a newer device, or keep or return the device after the term.
  • Exclusions: Apple Watch SE, entry-level iPad, iPhone 16, and MacBook Neo are not eligible.
  • Credit check: A soft credit check is required; additional fees may apply in some cases.
  • AppleCare+: The program does not include AppleCare+ coverage, unlike the prior iPhone Upgrade Program.

Transition from Existing iPhone Upgrade Program

Apple will stop accepting new sign-ups for the legacy iPhone Upgrade Program once the Apple Upgrade program launches, though existing participants can continue under their current agreements.

Background & Context: Financing Landscape and Device Demand

Apple’s financing portfolio has previously comprised the iPhone Upgrade Program and standard installment plans. The new offering consolidates these options into a single, rebranded service. Its launch coincides with a projected third consecutive year of Mac sales growth, driven in part by demand for devices capable of handling agent-based AI workloads and a refreshed lineup of Macs slated for release later in the year.

Data & Statistics

  • 24-month term: iPhones, Apple Watches
  • 36-month term: iPads, Macs
  • Ineligible devices: Apple Watch SE, entry-level iPad, iPhone 16, MacBook Neo
  • AppleCare+ exclusion: No bundled protection plan

Official Statements & Responses

Bloomberg’s Mark Gurman reported that Apple plans to market the program as a way to achieve lower monthly payments compared with existing financing options. Apple’s communications indicate the partnership with Klarna is intended to simplify leasing and provide flexible early-upgrade options for consumers.

Why It Matters

  • Unified leasing pathway: Consumers can now finance a broader range of Apple products through a single program, potentially increasing device turnover.
  • Revenue implications: Excluding AppleCare+ may shift protection-plan purchases to separate transactions, affecting service-related revenue.
  • Industry trend alignment: Partnering with a prominent “buy now, pay later” provider reflects a wider shift toward flexible payment solutions in consumer electronics.

What’s Next

Apple will begin advertising the Apple Upgrade program as a lower-payment alternative to its current financing offerings following the July 28 launch. The rollout is expected to precede the fall release of new Mac models, including a refreshed entry-level 14-inch MacBook Pro and the first new iMacs in two years.