2022 Investor Day Square

Square
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Deck intelligence map

3
coverage by narrative range · generated from this deck JSON

Slide inventory

77
every slide · same image gating as the playbook
01
Slide 1
front_matter
03
The slide uses a central image of a merchant with lines connecting to various software product offerings.present_solution
Open slide detailBeat · Attention
04
The slide uses a 'fragmented ecosystem' visual metaphor to highlight the pain points of using disparate tools.frame_problem
Open slide detailBeat · Attention
05
The slide uses visual metaphors (credit card, food bowl, puzzle pieces) to characterize industry competitors.frame_problem
Open slide detailBeat · Attention
06
The slide uses a visual legend to distinguish between internal capabilities and third-party integrations within the ecosystem.present_framework
Open slide detailBeat · Need
07
The slide uses a modular architecture metaphor to explain the platform strategy.present_framework
Open slide detailBeat · Satisfaction
08
The slide uses a modular architecture diagram to explain the 'platform approach'.present_framework
Open slide detailBeat · Satisfaction
09
The slide uses a matrix-like structure to show the reuse of core business logic modules across different product verticals.present_framework
Open slide detailBeat · Satisfaction
10
The slide uses a modular architecture diagram to explain the platform strategy.present_framework
Open slide detailBeat · Satisfaction
11
The slide features a list of Square products used by the client.illustrate_case
Open slide detailBeat · Satisfaction
12
illustrate_case
Open slide detailBeat · Satisfaction
13
Uses a timeline framework to illustrate business evolution.summarize
Open slide detailBeat · Satisfaction
14
The chart excludes hardware gross profit losses and Weebly contributions prior to acquisition.quantify_impact
Open slide detailBeat · Satisfaction
15
The chart illustrates the increasing adoption of multiple products by Square sellers over time.quantify_impact
Open slide detailBeat · Satisfaction
16
The chart uses a nested box visualization to represent market expansion over time.size_opportunity
Open slide detailBeat · SatisfactionLoop · Logic Chain
17
The slide highlights a ~2x growth in industry share of software-enabled payments.quantify_impact
Open slide detailBeat · SatisfactionLoop · Logic Chain
18
The chart tracks the percentage of survey respondents offering specific services over time.analyze_data
Open slide detailBeat · SatisfactionLoop · Logic Chain
19
The chart uses a time-series comparison normalized by company age (quarters since founding).compare_peers
Open slide detailBeat · SatisfactionLoop · Logic Chain
20
prioritize
Open slide detailBeat · SatisfactionLoop · Logic Chain
21
The slide uses a channel-based segmentation framework to map product offerings.present_framework
Open slide detailBeat · SatisfactionLoop · Logic Chain
22
The slide features a photo of a customer paying at a Square terminal, with a list of products used by the merchant.illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
23
illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
24
The chart highlights the increasing contribution of omnichannel sellers to total Square gross profit.quantify_impact
Open slide detailBeat · SatisfactionLoop · Logic Chain
25
illustrate_case
Open slide detailBeat · SatisfactionLoop · Logic Chain
26
The chart illustrates product penetration/availability by country.quantify_impact
Open slide detailBeat · SatisfactionLoop · Logic Chain
27
The chart tracks gross profit across four international regions: Australia + Japan, Canada, UK + Europe, and Rest of World.quantify_impact
Open slide detailBeat · SatisfactionLoop · Logic Chain
28
The map highlights the United States, Canada, UK, Japan, Australia, and the Falkland Islands.establish_context
Open slide detailBeat · Satisfaction
29
Part of a 'Square Story' series in an investor deck.illustrate_case
Open slide detailBeat · Satisfaction
30
The slide uses a series of photos to humanize the implementation of the payment system.illustrate_case
Open slide detailBeat · Satisfaction
31
The map shows a chronological expansion starting from the US in 2010 to Spain in 2022.establish_context
Open slide detailBeat · Satisfaction
32
The slide uses a chronological sequence of country silhouettes to illustrate global growth.establish_context
Open slide detailBeat · Satisfaction
33
The slide uses a collage of product screenshots and lifestyle photography to illustrate the 'Grow Upmarket' initiative.present_solution
Open slide detailBeat · Satisfaction
34
The chart highlights a 19x growth in gross profit from >$500K sellers since 2015.quantify_impact
Open slide detailBeat · Satisfaction
35
The chart illustrates the correlation between seller size (GPV) and product adoption/mix.quantify_impact
Open slide detailBeat · Satisfaction
36
The slide showcases the UI/UX of the Square POS system, highlighting features like customer profiles, inventory management, and transaction processing.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
37
Shows a screenshot of the Square Online site design tool alongside a list of product inventory statuses.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
38
Shows the product page UI with Afterpay payment installment options.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
39
Shows a social commerce integration where TikTok content links directly to a product purchase page.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
40
The slide showcases the UI of the Square Retail product, specifically the customer profile view.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
41
Shows a real-world application of Square's marketing automation tools in a retail setting.illustrate_case
Open slide detailBeat · SatisfactionLoop · Before After
42
The slide illustrates the user experience for Square's business loan product.present_solution
Open slide detailBeat · SatisfactionLoop · Before After
43
The slide features a screenshot of the Square POS app on an iPad, highlighting the 'Strategic Vertical' focus on restaurants.illustrate_case
Open slide detailBeat · Satisfaction
44
The slide uses a lifestyle photo to show the user experience of ordering and picking up food via a mobile interface.illustrate_case
Open slide detailBeat · Satisfaction
45
Investor Day 2022 slide showing QR code payment flow.illustrate_case
Open slide detailBeat · Satisfaction
46
The slide highlights the 'Schedule Staff' functionality within the Square ecosystem.illustrate_case
Open slide detailBeat · Satisfaction
47
The slide uses a combination of a lifestyle photo and UI mockups to show how employees interact with the staffing software.illustrate_case
Open slide detailBeat · Satisfaction
48
The slide highlights the operational efficiency of Square's payroll software for restaurant staff management.present_solution
Open slide detailBeat · Satisfaction
49
Shows UI flow for payroll disbursement.illustrate_case
Open slide detailBeat · Satisfaction
50
illustrate_case
Open slide detailBeat · Satisfaction
51
illustrate_case
Open slide detailBeat · Satisfaction
52
The slide highlights the 'Strategic Vertical' focus on professional services, showing a user-facing dashboard interface.illustrate_case
Open slide detailBeat · Satisfaction
53
illustrate_case
Open slide detailBeat · Satisfaction
54
Shows a digital contract interface and a list of client documents with statuses.illustrate_case
Open slide detailBeat · Satisfaction
55
The slide uses screenshots of the Square mobile app to demonstrate the product interface.illustrate_case
Open slide detailBeat · Satisfaction
56
The slide features a screenshot of a tablet running Square's appointment management software.illustrate_case
Open slide detailBeat · Satisfaction
57
The slide showcases the user experience of Square's appointment booking and messaging features.illustrate_case
Open slide detailBeat · Satisfaction
58
The slide uses a screenshot of a mobile interface to illustrate the product functionality.illustrate_case
Open slide detailBeat · Satisfaction
59
Part of Square Investor Day 2022 deck.quantify_impact
Open slide detailBeat · Satisfaction
60
The slide displays three mobile UI screenshots showing the user journey from receiving a text message to viewing loyalty activity and rewards in the app.illustrate_case
Open slide detailBeat · Satisfaction
61
The slide lists 14 distinct Square products used by the client.illustrate_case
Open slide detailBeat · Satisfaction
62
illustrate_case
Open slide detailBeat · Satisfaction
63
transition
Open slide detailBeat · Satisfaction
64
present_solution
Open slide detailBeat · Satisfaction
65
The slide uses a hub-and-spoke style layout with a central image and three surrounding callouts.present_solution
Open slide detailBeat · Satisfaction
66
The diagram is a classic flywheel representation.present_framework
Open slide detailBeat · Satisfaction
67
The slide uses a grid layout to present 10 distinct products (5 hardware, 5 software) with their respective social proof metrics.other
Open slide detailBeat · Satisfaction
68
Represents GAAP operating expenses for go-to-market investments.analyze_data
Open slide detailBeat · Satisfaction
69
The slide uses stacked bar charts to show year-over-year growth in awareness.quantify_impact
Open slide detailBeat · Satisfaction
70
The slide uses a lifestyle photo to humanize the sales/acquisition context.size_opportunity
Open slide detailBeat · Satisfaction
71
The chart displays multiple lines representing different cohorts from Q2'12 to Q4'21, with data through Q1'22.quantify_impact
Open slide detailBeat · Satisfaction
72
The chart uses a grouped bar chart format to compare churn rates across three GPV segments, with color-coding for product adoption levels.quantify_impact
Open slide detailBeat · Satisfaction
73
The chart displays multiple lines representing different quarterly cohorts, showing a clear trend of increasing product adoption as cohorts age.quantify_impact
Open slide detailBeat · Satisfaction
74
The slide uses a circular flow diagram to represent a business flywheel.present_framework
Open slide detailBeat · Satisfaction
75
transition
Open slide detailBeat · Satisfaction
76
appendix
Open slide detailBeat · Satisfaction
77
analyze_data
Open slide detailBeat · Satisfaction