Block, Inc.

XYZleader

Block (formerly Square) operates Cash App, one of the most downloaded US financial apps, and the Square merchant payment ecosystem. CEO Jack Dorsey's vision centers on Bitcoin and decentralized finance.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($22.0B)

Static data (loading live financials…)

Transaction-based (excl. BTC) (37%)

Bitcoin (49%)

Subscription & Services (14%)

Segment Breakdown & Key Customers

Product Details

Cash App52%

P2P payments, stock/Bitcoin investing, and banking for consumers. 57M monthly active users generating revenue via instant transfers, debit card interchange, and Bitcoin trading.

Square Seller Ecosystem35%

Point-of-sale hardware, payment processing, and SaaS tools for SMB merchants. ~3% payment processing take rate.

Bitcoin (Gross Profit)13%

Bitcoin trading facilitated through Cash App — very low margin but high revenue. Block also mines Bitcoin.

Supply Chain Relationships

Competitors

PayPal Holdings

P2P payments, digital wallet

Impact: Venmo vs Cash App competition

Partners

Visa Inc.

Card network for Cash App Card

Impact: payment network

Macro & Market Context

금융Sector News

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Upcoming Catalysts

◆JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)◆Fed FOMC 회의 (2026.05, 06)◆Basel III Endgame 최종 규정 확정

Latest News

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AI Analysis

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Company Info

Headquarters

Oakland, CA

Founded

2009

Employees

12,000

Website

block.xyz

Sector Overview — 금융

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