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Block (XYZ) Q1 Earnings Analysisyoutu.be/NtbZblzxGb0?si=I7BLi5Wb4MM7l2o5
217 sats \ 14 comments \ @BlokchainB 23 May Stacker_Stocks
Key points
  • growth slowed but still profitable
  • cash app is going heavy into banking and loans. Users were stagnant buy revenue per user went up
  • square (pos side of biz) is implementing new products. Intergrading AI (30% productivity gain with engineering)
  • big bet on goose AI agent hopes to add it to cash app so people have an AI COO. Help users and businesses with financial decisions
This video said nothing about bitcoin which is disheartening. Might need to listen to the full call on my own .
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89 sats \ 0 replies \ @kurszusz 26 May
In my opinion, banks have about 5 years to decide whether they want to "collaborate" with blockchain technology or not. Those who are left out will most likely go out of business...and governments will also play into this (they will not grant different licenses to banks that they do not like in the market...i.e. those that are not "government friendly")
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88 sats \ 7 replies \ @grayruby 23 May
Always listen to the call.
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40 sats \ 6 replies \ @BlokchainB OP 23 May
Was trying to find it on YouTube
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353 sats \ 5 replies \ @grayruby 23 May
https://s29.q4cdn.com/628966176/files/doc_financials/2025/q1/Block-Q1-25-Earnings-Call.mp3
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40 sats \ 4 replies \ @BlokchainB OP 23 May
Leave it to you! Haha
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90 sats \ 3 replies \ @grayruby 23 May
I just copied the link from their investor relations page. I used to listen to these things all the time when I was heavily invested in the market, so I knew where to find it. I used to download them and listen when I was driving around.
I think there is an app that aggregates all of these.
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40 sats \ 2 replies \ @BlokchainB OP 23 May
Yeah I’m shocked YouTube doesn’t have them
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0 sats \ 0 replies \ @optimism 23 May
Why does this sound like notebooklm?
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52 sats \ 3 replies \ @wolfsbane 27 May
With growth slowing but profits steady, how sustainable is Cash App’s banking push despite stagnant users? How significant is the 30% AI productivity gain in Square? What’s the potential of the Goose AI COO? And why no mention of Bitcoin?
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0 sats \ 2 replies \ @BlokchainB OP 27 May
The marketing spend has been somewhat successful with getting new users but cash app is hoping more users use their direct deposit feature which will unlock more lending.
It should lower engineering costs but I’m skeptical
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149 sats \ 1 reply \ @wolfsbane 27 May
Totally agree growth through direct deposit is key, but not guaranteed.AI gains sound nice, but translating that into real cost reduction is a different challenge.
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0 sats \ 0 replies \ @BlokchainB OP 27 May
Agreed
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