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.

共有:

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製品と売上

製品別売上シェア

売上内訳 ($22.0B)

静的データ（リアルタイム財務ロード中…）

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

Bitcoin (49%)

Subscription & Services (14%)

セグメント構成と主要顧客

製品詳細

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.

サプライチェーン関係

競合他社

PayPal Holdings

P2P payments, digital wallet

影響: Venmo vs Cash App competition

パートナー

Visa Inc.

Card network for Cash App Card

影響: payment network

マクロ・市場概況

금융セクターニュース

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)

次の主要イベント

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

AI分析

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企業情報

本社所在地

Oakland, CA

設立

2009

従業員数

12,000

ウェブサイト

block.xyz

セクター概況 — 금융

セクターニュース