Research
FORUM TRANSCRIPT

Block – Cash App Account Growth & ARPU Trajectory

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former deposit operations lead at Square Inc

Agenda

  • Operating environment for Block’s (NYSE: SQ) Cash App, discussing normalised account growth post-stimulus and other pandemic-related tailwinds
  • Cash App’s ability to monetise users and drive ARPU increases through additional product offerings
  • Cash App’s positioning vs Paypal’s (NASDAQ: PYPL) Venmo, Chime, Aspiration and others
  • Afterpay acquisition roll-out and impact on Cash App – could Block combine Cash App and Seller into a two-sided network?
  • Outlook for 2022 and beyond, including potential for longer-term meaningful international expansion

Questions

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