Block, Inc. (XYZ) Analyst/Investor Day Transcript
Block, Inc. ( XYZ ) Analyst/Investor Day November 19, 2025 12:00 PM EST Company Participants Matthew Ross - Head of Investor Relations Jack Dorsey - Co-Founder, Block Head & Chairman Owen Jennings - Business Lead Brian Grassadonia - Ecosystem Lead Thomas Templeton Brian Boates Arnaud Weber Nicholas Molnar - Sales & Marketing Lead Amrita Ahuja - Foundational Lead, COO, CFO & Treasurer Alex Fisher Conference Call Participants Brandt Smallwood Lindsay Williams Hirsch Jason Kupferberg - Wells Fargo Securities, LLC, Research Division Bryan Bergin - TD Cowen, Research Division Timothy Chiodo - UBS Investment Bank, Research Division Harshita Rawat - Sanford C. Bernstein & Co., LLC.
Block: The Turnaround Has Officially Begun And I'm Loading Up
Block remains a strong buy as management's investor day outlined credible multi-year targets for accelerating growth and margin expansion. Despite recent margin contraction and elevated stock volatility, XYZ posted robust 18% YoY gross profit growth amidst strong Cash App performance. Management's guidance implies operating leverage and undervaluation, with the stock trading at just 11x 2028e earnings and a solid balance sheet.
Carson Block says it's not time to short Big Tech of Nvidia
It's not the time to bet against the biggest US technology names, short-seller Carson Block tells Kriti Gupta, even as warnings rise about a potential bubble in artificial intelligence Click Here
Block shares rise on strong multi-year outlook, buyback boost
Block Inc (NYSE:SQ) shares added almost 6% after the financial technology firm outlined its three-year outlook during its 2025 Investor Day and announced a $5 billion increase to its share repurchase program. The company outlined plans for profitable growth and operating leverage through 2028, highlighting the scale of its ecosystems, including Cash App, Square, and Proto, alongside continued discipline in execution.
Block says gross profit in 2028 will approach $16 billion as company unveils 3-year outlook
Block said it expects annual gross profit growth through 2028 to be in the mid-teens, with adjusted operating income climbing about 30% annually. The company also expanded its share repurchase program by $5 billion, adding to the $1.1 billion in remaining authorization as of Sept.
H&R Block Stock Declines 3.5% Since Reporting Fiscal Q1 Loss
HRB delivers a narrower fiscal Q1 loss and higher revenues as shares rise after the company beats estimates on both fronts.
Why Payments Provider Block's Stock Plunged Friday
Block (XYZ) shares slumped Friday after the fintech company's quarterly results fell short of Wall Street's expectations on the top and bottom lines.
Block's Q3 Earnings & Revenues Miss Estimates, 2025 Guidance Raised
XYZ's Q3 earnings and revenues fell short, but strong Square and Cash App growth led the company to raise its 2025 outlook.
Why Payments Provider Block's Stock Is Down 10% Friday
Block (XYZ) shares slumped Friday after the fintech company's quarterly results fell short of Wall Street's expectations on the top and bottom lines.
Block sinks 10% after weak third quarter results miss Wall Street estimates
Block's stock fell after weak third-quarter earnings fell short of Wall Street expectations. The firm showed slowing gross profit growth for Square, despite higher gross profit volume.
Block shares fall on disappointing third quarter earnings report
Block Inc (NYSE:SQ) shares fell nearly 10% in early trading following the company's third quarter 2025 earnings report, as the payments and financial technology company missed Wall Street revenue and profit expectations. The company reported revenue of $6.11 billion for the quarter, up 2.3% increase year-over-year, but below analyst estimates of $6.34 billion.
Block, Inc. (XYZ) Q3 2025 Earnings Call Transcript
Block, Inc. ( XYZ ) Q3 2025 Earnings Call November 6, 2025 5:00 PM EST Company Participants Matthew Ross Jack Dorsey - Co-Founder, Block Head & Chairman Amrita Ahuja - Foundational Lead, COO, CFO & Treasurer Owen Jennings - Business Lead Nicholas Molnar - Sales & Marketing Lead Conference Call Participants Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Timothy Chiodo - UBS Investment Bank, Research Division Andrew Jeffrey - William Blair & Company L.L.C., Research Division Darrin Peller - Wolfe Research, LLC Adam Frisch - Evercore ISI Institutional Equities, Research Division Dan Dolev - Mizuho Securities USA LLC, Research Division Jason Kupferberg - Wells Fargo Securities, LLC, Research Division Bryan Keane - Citigroup Inc., Research Division Mihir Bhatia - BofA Securities, Research Division Harshita Rawat - Sanford C.
