Flowvium
Retour à l'explorateur

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.

Partager:
Compare

Produits et revenus

Part de revenus par produit

Répartition du chiffre d'affaires ($22.0B)

Données statiques (chargement des finances en temps réel…)

Transaction-based (excl. BTC) (37%)
Bitcoin (49%)
Subscription & Services (14%)

Composition des segments et principaux clients

Détails du produit

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.

Contexte macro et de marché

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)

Prochains catalyseurs

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

Actualités récentes

Chargement des nouvelles...

Analyse IA

Cliquez sur « Obtenir l'analyse IA » pour une analyse de la chaîne d'approvisionnement de Block, Inc. par intelligence artificielle.

Informations sur l'entreprise

Siège social

Oakland, CA

Fondée en

2009

Effectifs

12,000

Site web

block.xyz

Aperçu du secteur금융

Actualités du secteur

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)

Thèmes clés

  • 금리 인하 → 모기지·기업대출 수요 회복 기대
  • M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • 핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Prochains catalyseurs

  • JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • Fed FOMC 회의 (2026.05, 06)