Core Insights - Block CEO Jack Dorsey has warned about the impact of AI on employment, particularly emphasizing that many companies are late to realize its implications [1] - Block is transitioning to a "smaller, faster, intelligence-native company" by cutting approximately 40% of its workforce, which consists of 11,000 employees [1] - Dorsey highlighted that AI is significantly enhancing productivity within Block, with engineering output per engineer increasing by over 40% since September [4] Company Strategy - The company is streamlining operations due to identified "duplication" within its workforce, aiming to improve efficiency through AI [3] - Block is focusing on expanding its senior engineering talent specifically in AI, despite the overall reduction in workforce [4] - Dorsey predicts that more companies will adopt AI to drive efficiency gains, positioning Block ahead of this trend [3] AI Capabilities - Dorsey noted a significant leap in AI capabilities that occurred in December of the previous year, which has surpassed Block's internal tool, Goose, used for coding and repetitive tasks [2] - The company is leveraging AI tools that allow a smaller team to achieve more efficient and higher-quality work [2]

About 4,000 workers will lose their jobs as the payments company does more work with new artificial intelligence tools, its top executive said. ...

Data I/O (NasdaqCM:DAIO) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsBill Wentworth - President and CEOCasey Ryan - Director of ResearchCharlie DiBona - VP and CFOJordan Darrow - Founder and PrincipalMichael Legg - Managing Director of Equity ResearchConference Call ParticipantsDavid Marsh - Equity Research AnalystDavid Williams - Senior Equity Research AnalystGeorge Marema - Research AnalystNone - AnalystOperatorGood afternoon, everyone, and welcome to Data I/O's Fourth Quarter ...

Block (NYSE:SQ) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAmrita Ahuja - Foundational LeadAndrew Schmidt - Managing DirectorBryan Bergin - Managing DirectorBryan Keane - Managing DirectorDan Dolev - Managing DirectorDarrin Peller - Managing DirectorJack Dorsey - CEONick Molnar - Sales and Marketing LeadOwen Jennings - Business LeadRamsey El-Assal - Managing DirectorRayna Kumar - Managing DirectorTien-Tsin Huang - Managing DirectorTim Chiodo - Managing DirectorWill Nance - VP of ...

Compass (NYSE:COMP) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Senior Equity Research AssociateDae Lee - VP of Equity ResearchElizabeth Langan - Assistant VP of Equity ResearchJason Helfstein - Managing Director and Head of Internet ResearchMichael Ng - Managing Director of Global Investment ResearchRobert Reffkin - Founder and CEORyan McKeveney - Managing Director of Equity ResearchScott Wahlers - CFOSoham Bhonsle - Head of Investor RelationsConference Call Part ...

Autodesk (NasdaqGS:ADSK) Q4 2026 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlexei Gogolev - Executive DirectorAndrew Anagnost - President and CEOBhavin Shah - Director and Software Equity ResearchJanesh Moorjani - EVP and CFOJason Celino - Managing DirectorJay Vleeschhouwer - Managing DirectorJoshua Tilton - SVPMichael Turrin - Managing DirectorSaket Kalia - Managing DirectorSimon Mays-Smith - VP of Investor RelationsNone - Company RepresentativeConference Call ParticipantsAdam Bewick ...

Starz Entertainment (NasdaqGS:STRZ) Q4 2026 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlison Hoffman - President of STARZ NetworksDoug Wardlaw - Media and Entertainment Equity Research AssociateJeffrey Hirsch - President and CEONilay Shah - Investor Relations ContactScott Macdonald - CFOConference Call ParticipantsBrent Penter - Equity Research AnalystDavid Joyce - Senior Equity AnalystMatthew Harrigan - Equity Research AnalystThomas Yeh - Executive Director and Equity Research Analyst ...

CoreWeave (NasdaqGS:CRWV) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAmit Daryanani - Senior Managing Director, Equity ResearchBen Reitzes - Partner, Head of Technology ResearchGabriela Borges - Managing Director, Software Equity ResearchMark Murphy - Managing Director, Software ResearchMike Intrator - CEO and PresidentNitin Agrawal - CFONone - Company RepresentativeConference Call ParticipantsBrad Zelnick - Managing Director, Senior US Software Research AnalystBrent Thill - Sen ...

MARA (NasdaqCM:MARA) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsFred Thiel - Chairman and CEOGreg Lewis - Managing DirectorKevin Dede - Managing DirectorReggie Smith - Executive DirectorRobert Samuels - VP of Investor RelationsSalman Khan - CFOConference Call ParticipantsChris Brendler - Senior Research AnalystPaul Golding - Senior U.S. Payments and Digital Commerce AnalystOperatorGreetings, welcome to the MARA Q4 2025 earnings call. At this time, all participants are in a liste ...

Compass (NYSE:COMP) Q4 2025 Earnings call February 26, 2026 05:00 PM ET Company ParticipantsAlec Brondolo - Senior Equity Research AssociateDae Lee - VP of Equity ResearchElizabeth Langan - Assistant VP of Equity ResearchJason Helfstein - Managing Director and Head of Internet ResearchMichael Ng - Managing Director of Global Investment ResearchRobert Reffkin - Founder and CEORyan McKeveny - Managing Director of Equity ResearchScott Wahlers - CFOSoham Bhonsle - Head of Investor RelationsConference Call Parti ...