BLOCK(SQ)

Search documents
Palo Alto Earnings Preview: New Kid On The Block Is AI & I'm Buying
Seeking Alpha· 2025-05-14 17:18
Palo Alto Networks (NASDAQ: PANW ) is set to report 3Q25 on May 20th. The company expects NGS ARR in the range of $5.03 billion–$5.08 billion, an increase of 33%–34% year over year, while RPO is expected at $13.5I’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d li ...
Block, Inc. (XYZ) Management presents at J.P. Morgan 53rd Annual Technology, Media and Communications Conference (Transcript)
Seeking Alpha· 2025-05-13 21:44
Block, Inc. (NYSE:XYZ) J.P. Morgan 53rd Annual Technology, Media and Communications Conference May 13, 2025 12:30 PM ET Company Participants Jack Dorsey - Block Head, Chairman, Co-Founder Amrita Ahuja - Foundational Lead Conference Call Participants Tien-Tsin Huang - JPMorgan Tien-Tsin Huang All right. Let's -- I think we can get started. Thanks, everybody, for joining. Hope the lunch was good and tasty. My name is Tien-Tsin Huang. I follow the payments and IT services sector here at JPMorgan, and super gra ...
Block (SQ) FY Conference Transcript
2025-05-13 17:30
Block (SQ) FY Conference May 13, 2025 12:30 PM ET Speaker0 Alright. Let's, we I think we can get started. Thanks everybody for, for joining. Hope the lunch was was good and and tasty. My name is Tien Tsin Huang. I follow the payments and IT services sector here at at JPMorgan, and, super grateful to have the Block team back with us. Jack Dorsey, Block head, chairman, cofounder of Block. And I'm Rita Ahuja, foundational lead, who oversees finance, legal, and people at Block. Welcome. Thanks for joining us ag ...
H&R Block's Earnings and Revenues Surpass Estimates in Q3
ZACKS· 2025-05-08 16:35
Core Insights - H&R Block, Inc. reported strong third-quarter results for fiscal 2025, with adjusted earnings of $5.38 per share, exceeding the Zacks Consensus Estimate by 5.1% and increasing 8.9% year-over-year. Total revenues reached $2.28 billion, slightly surpassing the estimate by 1.4% and growing 4.2% year-over-year [1] Financial Performance - Revenues from U.S. tax preparation and related services were $2.14 billion, down 5.2% year-over-year. Financial services revenues were $54.5 million, a decline of 12.6%. International revenues decreased by 11.5% to $60.4 million, while Wave revenues increased by 13.3% to $26.7 million [3] - The company ended the quarter with cash and cash equivalents of $773 million, down from $794.6 million year-over-year. Long-term debt decreased to $1.14 billion from $1.5 billion in the previous year. Operating activities used $429.3 million in cash, with capital expenditures at $71.8 million [4] FY25 Outlook - For fiscal 2025, H&R Block expects revenues between $3.69 billion and $3.75 billion, with a midpoint of $3.72 billion aligning with the Zacks Consensus Estimate. Adjusted EPS is projected in the range of $5.15 to $5.35, with a midpoint of $5.25 above the consensus estimate of $5.23. EBITDA is expected to be between $975 million and $1.02 billion, with an effective tax rate of 13% [5] Stock Performance - H&R Block shares have increased by 25.3% over the past year, significantly outperforming the industry, which has seen an 18% decline [2]
H&R Block Had A Successful Tax Season
Seeking Alpha· 2025-05-08 16:00
H&R Block, Inc. (NYSE: HRB ) provides do-it-yourself and assisted tax assistance services. The company generates its revenues primarily from tax preparation in the U.S., but also from franchise royalties, related services, and international operations in CanadaI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securiti ...
Block: Dead Man Walking (Rating Downgrade)
Seeking Alpha· 2025-05-02 21:14
Group 1 - The Pragmatic Investor focuses on global macro, international equities, commodities, tech, and cryptocurrencies, aiming to guide investors of all levels [1] - The platform offers features such as a portfolio, weekly market updates, actionable trades, technical analysis, and a chat room for investor engagement [1] - James Foord, an economist with a decade of experience in global market analysis, leads The Pragmatic Investor, emphasizing the creation of diversified portfolios to preserve and increase wealth [1]
Block Shares Crash On Cash App Miss: Analyst Says 'Not An Investable Story'
Benzinga· 2025-05-02 18:03
Block Inc XYZ shares are tanking on Friday after the company announced on Thursday downbeat first-quarter results.The announcement came amid an exciting earnings season. Here are some key analyst takeaways.Benchmark On BlockAnalyst Mark Palmer downgraded the rating from Buy to Hold.Cash App generated gross profits of $1.38 billion, missing Street estimate of $1.42 billion, which contributed to "Block's shortfalls on other metrics," Palmer said in a note. The company reported gross payment volume (GPV) of $5 ...
Why Block Stock Is Crashing Today
The Motley Fool· 2025-05-02 17:19
Shares of Block (XYZ -20.90%) are falling on Friday. The stock dropped 20.7% as of 12:55 p.m. ET and was down as much as 24.3% earlier in the day. The move comes as the S&P 500 (^GSPC 1.44%) and Nasdaq Composite (^IXIC 1.59%) gained 1.5% and 1.8%, respectively.A big miss for BlockBlock reported its Q1 2025 numbers yesterday, underperforming across the board. Revenue for the quarter was down 3% year over year (YOY), coming in at $5.77 billion when $6.2 billion was expected. While its earnings per share (EPS) ...
Block shares plunge after revenue miss, guidance cut
Proactiveinvestors NA· 2025-05-02 16:36
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
Block Q1 Earnings Lag Estimates, Revenues Down Y/Y, Shares Drop
ZACKS· 2025-05-02 15:25
Block (XYZ) reported first-quarter 2025 adjusted earnings of 56 cents per share, which missed the Zacks Consensus Estimate by 36.36%. The figure increased 19.1% year over year. Net revenues of $5.77 billion missed the consensus mark by 6.65%. The top line decreased 3.1% year over year. XYZ saw a change in consumer spending that negatively impacted top-line growth.XYZ shares dropped 21.29% in pre-market trading.XYZ’s Top-Line DetailsTransaction (26.9% of net revenues) revenues were $1.55 billion, up 2.6% yea ...