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Block · consulting-deck

2022 Q2 Investor Presentation

68 pages · 8 arc beats · 4 loops

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2022 Q2 Investor Presentation

Block
arc beats above · slides in the middle · loops below · scroll → 4 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
— No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.
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Deck intelligence map

8
coverage by narrative range · generated from this deck JSON
Narrative range 68 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Attention 2 slides 100% 2/2 slides 100% 2/2 slides · 10 hits
— 0/2 slides
— 0/2 slides
— 0/2 slides
100% 2/2 slides
— 0/2 slides
Need 3 slides 100% 3/3 slides 100% 3/3 slides · 13 hits
— 0/3 slides
33.3% 1/3 slides 33.3% 1/3 slides 100% 3/3 slides
— 0/3 slides
Situation & Context 9 slides 100% 9/9 slides 100% 9/9 slides · 58 hits
— 0/9 slides
11.1% 1/9 slides 44.4% 4/9 slides 100% 9/9 slides 100% 9/9 slides Problem & Complication 2 slides 100% 2/2 slides 100% 2/2 slides · 5 hits
— 0/2 slides
— 0/2 slides
50% 1/2 slides 100% 2/2 slides
— 0/2 slides
Solution & Approach 24 slides 100% 24/24 slides 100% 24/24 slides · 153 hits
— 0/24 slides
33.3% 8/24 slides 25% 6/24 slides 100% 24/24 slides 100% 24/24 slides Satisfaction 9 slides 100% 9/9 slides 100% 9/9 slides · 49 hits
— 0/9 slides
22.2% 2/9 slides 11.1% 1/9 slides 100% 9/9 slides 100% 9/9 slides Desire 5 slides 100% 5/5 slides 100% 5/5 slides · 30 hits
— 0/5 slides
— 0/5 slides
— 0/5 slides
100% 5/5 slides 100% 5/5 slides Visualization 14 slides 100% 14/14 slides 100% 14/14 slides · 51 hits
— 0/14 slides
50% 7/14 slides 7.1% 1/14 slides 100% 14/14 slides
— 0/14 slides

Slide inventory

68
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Attention
02
front_matter
Open slide detailBeat · Attention
03
The slide uses a timeline format to illustrate product growth over time.summarize
Open slide detailBeat · Need
04
The chart highlights a >50% CAGR over the five-year period.quantify_impact
Open slide detailBeat · Need
05
transition
Open slide detailBeat · Need
06
Uses concentric circles to represent market expansion over time for two business units.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
07
The slide uses a simple additive flow to show how the total $120B opportunity is derived from three distinct segments.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
08
The slide uses a light blue background highlight to visually group the target segments (Mid-Market and SMB).size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
09
The slide uses pie charts to represent market share/penetration, with the 'slice' representing the current penetration level.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
10
The diagram uses concentric arcs to represent growth vectors, with a disclaimer that it is not to scale.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
11
The slide uses a process-flow style diagram to sum up individual segment opportunities into a total.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
12
The table highlights Gen Z and Millennials with a green background, emphasizing them as the primary target segment.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
13
The slide uses pie charts to represent penetration percentages, with circle sizes representing relative population size.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
14
The diagram uses concentric arcs to represent market expansion opportunities.size_opportunity
Open slide detailBeat · Situation & ContextLoop · Zoom In
15
The slide uses a simple categorization framework to map business units to target audiences/ecosystems.present_framework
Open slide detailBeat · Problem & Complication
16
transition
Open slide detailBeat · Problem & Complication
17
The slide uses a visual legend to distinguish between internal capabilities/offerings and third-party integrations within the ecosystem.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
18
The chart excludes hardware gross profit losses, treating hardware as an acquisition tool.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
19
The chart illustrates the 'ecosystem adoption' strategy, showing a clear trend of sellers moving from 1 product to 4+ products over time.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
20
decompose_segments
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
21
The chart displays multiple lines representing quarterly cohorts from Q2 2012 to Q4 2021.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
22
The chart illustrates the compounding effect of customer cohorts over time.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
23
The chart uses a waterfall structure to show incremental profit contributions from different product lines.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
24
Omnichannel seller defined as a seller who has taken both an in-person payment and an online channel payment in a given quarter. Annual values are presented as quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
25
The slide includes a disclaimer about hardware gross profit and a footnote regarding the 'Rest of World' category.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
26
The chart uses a stacked bar format to distinguish between two segments of larger sellers.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
27
transition
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
28
The diagram uses a flow-based framework to categorize services into Inflows and Outflows, with 'Balance' as the central hub.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
29
The slide presents a proprietary 'inflows framework' as a diagnostic tool for business performance.present_framework
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
30
The chart illustrates the diversification of revenue streams over time.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
31
The chart uses a color-coded legend to distinguish between monthly, weekly, and daily active users.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
32
The chart uses a stacked bar approach to decompose the drivers of gross profit growth over two distinct periods.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
33
The chart illustrates the correlation between product adoption breadth and user inflows.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
34
The chart visualizes spending distribution across 7 categories: Big Box & Discount Retail (21%), Restaurants (20%), Other Retail (14%), Gas & Auto (13%), Groceranalyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
35
compare_peers
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
36
The pie chart visualizes the composition of sales and marketing expenses, with P2P expenses being the largest component.analyze_data
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
37
The chart displays cohort-based ROI trends for years 2017-2021.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
38
The chart illustrates cohort-based gross profit retention, with each bar representing a year and segments representing the contribution of different customer coquantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
39
The chart shows a progression from P2P to Cash App Card, Bitcoin, P2P & Cash for Business, and finally a second Cash App Card instance, totaling $225.quantify_impact
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
40
The slide uses a visual metaphor of pillars to represent the seven strategic areas.present_solution
Open slide detailBeat · Solution & ApproachLoop · Golden Circle
41
transition
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
42
The diagram uses a hub-and-spoke style layout to show the central role of Afterpay.present_solution
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
43
The chart visualizes cohort-based GMV growth over time, with color-coded segments representing different seller cohorts.quantify_impact
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
44
The chart visualizes cohort-based GMV growth over time.quantify_impact
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
45
The chart tracks risk loss performance relative to specific regional interventions and external pressures like COVID.quantify_impact
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
46
The slide uses a horizontal timeline/phasing structure to categorize strategic initiatives.plan_implementation
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
47
transition
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
48
summarize
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
49
The slide uses circular metrics to highlight the profit margins of the two main business units.quantify_impact
Open slide detailBeat · SatisfactionLoop · Cost Of Inaction
50
present_solution
Open slide detailBeat · DesireLoop · Quick Win Big Bet
51
The slide defines structural margin as 1 - (variable costs as a % of gross profit).quantify_impact
Open slide detailBeat · DesireLoop · Quick Win Big Bet
52
The slide includes a detailed methodology note regarding the allocation of corporate overhead.quantify_impact
Open slide detailBeat · DesireLoop · Quick Win Big Bet
53
The chart shows a clear downward trend in fixed costs relative to gross profit, indicating improved efficiency.quantify_impact
Open slide detailBeat · DesireLoop · Quick Win Big Bet
54
Includes a disclaimer regarding non-GAAP reconciliation.summarize
Open slide detailBeat · DesireLoop · Quick Win Big Bet
55
summarize
Open slide detailBeat · Visualization
56
compare_options
Open slide detailBeat · Visualization
57
appendix
Open slide detailBeat · Visualization
58
The diagram uses a hub-and-spoke style network visualization to show internal product synergies.present_framework
Open slide detailBeat · Visualization
59
appendix
Open slide detailBeat · Visualization
60
appendix
Open slide detailBeat · Visualization
61
appendix
Open slide detailBeat · Visualization
62
appendix
Open slide detailBeat · Visualization
63
The table shows the adjustment of total gross profit by subtracting Caviar's contribution to arrive at an adjusted gross profit figure.analyze_data
Open slide detailBeat · Visualization
64
The table distinguishes between variable expenses (scaling with gross profit) and fixed expenses (long-term investments).analyze_data
Open slide detailBeat · Visualization
65
The table distinguishes between variable expenses (scaling with gross profit) and fixed expenses (long-term investments).analyze_data
Open slide detailBeat · Visualization
66
The slide defines variable vs fixed expenses in the preamble text.analyze_data
Open slide detailBeat · Visualization
67
The table provides a breakdown of gross profit adjustments to isolate core business performance.analyze_data
Open slide detailBeat · Visualization
68
The table details adjustments for settlements receivables, customers payable, settlements payable, and PPP loans, as well as capital expenditures.analyze_data
Open slide detailBeat · Visualization