Core Viewpoint - Block's stock has seen recent appreciation due to positive developments, but year-to-date performance remains negative amid competitive pressures and consumer spending softness [1][2]. Group 1: Stock Performance - Block shares have appreciated approximately 5% in the past month and 12.7% in the past week [1]. - Year-to-date, Block shares are down 26.5% due to increasing competitive pressure and softness in consumer spending, particularly in discretionary areas [2]. - Block shares have underperformed compared to competitors like PayPal and Affirm, which have seen declines of 16.3% and 15.8% respectively [3]. Group 2: Business Developments - Cash App Afterpay has expanded its merchant base, adding brands across various categories, which may enhance its market presence [7]. - Block's Cash App Afterpay combines services to allow eligible customers access to Buy Now Pay Later products when shopping online [8]. - Block is focusing on improving engagement with Cash App Card customers and has received FDIC approval to offer consumer loans nationwide through Cash App Borrow [9][10]. Group 3: Financial Outlook - Block expects gross profit of $9.96 billion for 2025, indicating a growth of 12%, with expectations of accelerating growth in the latter half of the year [11]. - The Zacks Consensus Estimate for 2025 earnings is $2.72 per share, down 30.4% over the past 30 days, indicating a 19.29% decline from 2024 [15]. - The consensus estimate for first-quarter 2025 earnings is 61 cents per share, down 36.5% over the past 30 days, reflecting a 34.41% year-over-year decline [16]. Group 4: Valuation and Market Position - Block shares are considered overvalued with a forward 12-month Price/Earnings (P/E) ratio of 19.92X compared to PayPal's 13.45X [17]. - Block shares are trading below the 200-day moving average, indicating a bearish trend [20].

Core Insights - Block plans to launch a Bitcoin payment option on its Square platform, allowing merchants to accept Bitcoin directly through Square hardware, with a rollout expected in the second half of the year and full availability by 2026, pending regulatory approvals [1] Group 1: Business Impact - The integration of Bitcoin payments is expected to enable small businesses to receive payments faster and retain more revenue, promoting economic empowerment for merchants [2] - The use of the Lightning Network will facilitate near-instant settlement for Bitcoin transactions, enhancing the customer experience at checkout [2] Group 2: Product Development - The new Bitcoin For Businesses feature builds on Square's existing Bitcoin Conversions, which allows qualified merchants to convert a portion of their sales into Bitcoin automatically [3] - Merchants can allocate between 1% and 10% of their daily sales to be converted into Bitcoin at the end of each day, promoting participation in a digital global monetary system [4] Group 3: Market Sentiment - Feedback from Square sellers indicates a strong interest in Bitcoin, with many seeing it as a tool for long-term savings and diversifying business holdings [5] - The company's leadership emphasizes the goal of making Bitcoin more accessible and secure for everyday use [6]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

The stock is down almost 80% from its all-time high, but evidence points to brighter days ahead.The company formerly known as Square but changed its name to Block (XYZ -3.19%) is one of the more interesting companies you'll come across. It was a market darling during the COVID-19 pandemic, known for its merchant-friendly commerce and peer-to-peer payment ecosystems.However, the fintech company has fallen out of favor with the market. Shares now sit nearly 80% below their all-time highs.As painful as the dec ...

Block said Monday (May 19) that since the launch of its credit products, it has extended over $100 billion in credit while keeping its loss rates “low.”The company uses a combination of near real-time data, technology and customer-first design, rather than traditional credit scores, Block said in a Monday press release.“More importantly, we’re proving that expanding access doesn’t mean increasing risk,” the release said. “Our loss rates are consistently low, and we’ve shown we can approve more customers tha ...

智通财经APP获悉，推特创始人Jack Dorsey创立并掌舵的美国金融服务和移动支付公司Block Inc. (SQ.US)计划大幅扩展其贷款业务，以在近期连续令人失望的财报数据动摇投资者信心后，提升Block旗 下信贷服务的覆盖面积。 据悉，自2013 年以来，Block通过旗下各类贷款产品在全球已发放逾1000亿美元信贷。其信贷产品包括 依托 Square 收单系统的小企业贷款、通过 Cash App 提供的个人贷业务款，以及 2022 年收购的 Afterpay "先买后付"贷款业务部门。 今年早些时候，Block旗下的工业银行子公司 Square Financial Services Inc. 获得美国联邦存款保险公司 (FDIC)批准，可通过Cash App Borrow 产品直接向消费者们进行放贷。首席执行官 Dorsey 在本月初的第 一季度业绩电话会上表示，这一批准将使 Cash App 有资格放贷的活跃账户数量大约翻倍，因为公司可 在更多州推出Borrow业务。 Block 的广义放贷计划在控制损失的同时，也着眼于那些通常被称为"信用隐形人"或"信用无法评分 者"的人群，即没有信用记录或记 ...

Core Insights - Supermicro, Inc. has introduced Data Center Building Block Solutions (DCBBS) to simplify the construction of liquid-cooled AI data centers, addressing the complexities of infrastructure components [1][2] - DCBBS allows for rapid deployment, with the potential to go online in as little as three months, while also providing comprehensive design and support services [2][11] - The solution is designed to meet the increasing demands of AI workloads, offering customizable options at various levels of data center architecture [4][6] Group 1: Product Features and Benefits - DCBBS offers pre-validated scalable units, including a 256-node AI Factory unit, which streamlines data center design and reduces time and costs associated with buildouts [2][4] - The solution can lead to significant operational efficiencies, including up to 40% power savings, a 60% reduction in data center footprint, and a 40% decrease in water consumption, resulting in a 20% lower total cost of ownership (TCO) [3][4] - Supermicro's modular approach allows for extensive customization at the system, rack, and data center levels, enabling tailored solutions for specific workloads [6][7] Group 2: Technological Advancements - The DCBBS incorporates Supermicro's DLC-2 technology, which is expected to increase the market share of liquid-cooled data centers from less than 1% to 30% within a year, enhancing heat removal efficiency [9][10] - The liquid cooling system captures heat directly from high-performance components, achieving up to 98% heat capture efficiency and providing substantial power savings compared to traditional air cooling [10] - Supermicro's infrastructure management capabilities, including the SuperCloud Composer®, facilitate the management of compute, storage, and network resources at cloud scale [12][13] Group 3: Service and Support - Supermicro provides a complete suite of services, including data center design, solution validation, and professional on-site deployment, ensuring quick time-to-market and ongoing support [11][13] - The company offers tailored project proposals based on customer requirements, optimizing for power budgets and performance targets [8] - A 4-hour onsite response time option is available for mission-critical operations, enhancing reliability and uptime [11]

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 ...

Core Insights - Block, Inc. participated in the J.P. Morgan 53rd Annual Technology, Media and Communications Conference, highlighting its ongoing engagement with investors and analysts [1][2]. Company Overview - Jack Dorsey serves as the Head, Chairman, and Co-Founder of Block, while Amrita Ahuja is the Foundational Lead overseeing finance, legal, and personnel matters [1][2]. Financial Performance Expectations - During the conference, forward-looking statements regarding Block's preliminary financial performance for the second quarter were anticipated, which may be influenced by macroeconomic conditions [3].

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 ...