Block – Cash App Performance Update, Growth Outlook & Monetisation Strategy

  • Public Equity
  • Financials
  • North America


Former divisional leader at Cash App Investing LLC (Block Inc)


  • Operating environment for Block’s (NYSE: SQ) Cash App, noting user growth trends
  • Cash App’s competitive positioning vs P2P players such as PayPal (NASDAQ: PYPL) and neobanks such as Chime Financial, plus potential competition from Apple (NASDAQ: AAPL)
  • Cash App’s broader product strategy and knock-on effects of new service lines for user economics
  • Block’s broader aspirations in marrying the Square merchant business with Cash App’s monetisable user base


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