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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Produk & Pendapatan

Pangsa Pendapatan Produk

Komposisi Pendapatan ($22.0B)

Data statis (memuat keuangan langsung…)

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

Bitcoin (49%)

Subscription & Services (14%)

Komposisi segmen dan pelanggan utama

Detail produk

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.

Hubungan Rantai Pasok

Pesaing

PayPal Holdings

P2P payments, digital wallet

Dampak: Venmo vs Cash App competition

Mitra

Visa Inc.

Card network for Cash App Card

Dampak: payment network

Konteks makro dan pasar

금융Berita sektor

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)

Katalis mendatang

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

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Info Perusahaan

Kantor Pusat

Oakland, CA

Didirikan

2009

Karyawan

12,000

Situs Web

block.xyz

Gambaran umum sektor — 금융

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