Block, Inc.

1. Liczba

   XYZ achieved record profitability in II kw. 2026 with gross profit up 25% year-over-year, an all-time high 27% adjusted operating income margin, and adjusted diluted EPS growing 65% year-over-year.

   Cytat ze źródła

   “We outperformed our guidance and achieved record profitability in the second quarter. A few of the highlights: We grew gross profit 25% year-over-year while delivering an all-time high 27% adjusted operating income margin and growing adjusted diluted EPS 65% year-over-year.”

2. Prognoza

   XYZ updated its guidance to expect third quarter interest expense of $50 million to $55 million and full-year interest expense of $200 million to $210 million.

   Cytat ze źródła

   “We expect third quarter interest expense of $50 million to $55 million, full year interest expense of $200 million to $210 million and a mid-20% non-GAAP effective tax...”

3. Poprzedni okres

   XYZ launched Afterpay Pre-Purchase and expanded the product ecosystem, including Pay in 4 functionality and the general availability of Moneybot, to increase how Buy Now, Pay Later features appear across Cash App.

   Cytat ze źródła

   “We launched Afterpay Pre-Purchase, which allows eligible customers to Pay in 4 using their Cash App Card, and we expanded... In the first 4 months of the year, we profoundly expanded our product ecosystem, including the ways in which Buy Now, Pay Later functionality shows up across Cash App. Moneybot is now generally available.”

Management sounded noticeably less positive answering analysts than in its prepared script — one of the biggest drops of any company call. Scripts are polished in advance; a drop under questioning often marks the topics analysts pressed on, so the answers deserve a closer read than the script.