{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5efe-75c0-8dff-84ed6fa83c7f", "slug": "ab60662d24730872", "title": "2023 Q4 Investor Presentation", "subtitle": "Block", "author": "Block", "pageCount": 47, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.777, "document": { "id": "019dd923-5efe-75c0-8dff-84ed6fa83c7f", "slug": "ab60662d24730872", "title": "2023 Q4 Investor Presentation", "rawTitle": "2023 Q4 Investor Presentation", "authorId": "Block", "authorName": "Block", "authorDisplay": "Block", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2023-Q4-Investor-Presentation.pdf", "sourceUrl": "https://investors.block.xyz", "sourceDate": "2023-12-31 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:13+00", "status": "ready", "pageCount": 47, "orientation": "landscape", "aspectRatio": 1.777, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/ab60662d24730872", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 47, "pagesIndexed": 47, "pagesWithImages": 47, "pagesWithMetadata": 47, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 259, "chartCount": 26, "metricSlides": 0, "toolMatches": 11, "documentToolMatches": 0, "frameworkMatches": 6, "arcMatches": 0, "beatMatches": 0, "loopMatches": 0, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [], "beats": [], "loops": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "511236a2-95cb-440a-ab41-0a6216ba49de", "evidence": "chart/bar-stacked: Stacked bar chart showing gross profit by segment from 2018 to 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:55.929166+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "88315cce-15fd-446b-b0b9-6701e5709f8b", "evidence": "chart/bar-vertical: Operating Income (Loss) 2019-2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:55.990041+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "90f55ea2-a88b-4f1f-b94a-fd89342fc2b0", "evidence": "chart/bar-vertical: Adjusted Operating Income (Loss)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:56.051312+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "BCG Growth-Share Matrix", "slug": "bcg-growth-share-matrix", "status": "active", "bestFor": null, "canonId": "019de52d-1e65-748e-be86-47bed7c1258d", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a7e2f25e-1767-40d7-aaeb-b9245ff2e2d5", "evidence": "chart/bubble: Concentric circles showing market growth for Cash App (green) and Square (blue) over time.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:56.144077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "24c8da89-99b3-4ad5-9b83-8aeb438f30a8", "evidence": "table/data: Seller Size (Gross Receipts) | U.S. Sellers | U.S. Gross Receipts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:56.264924+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2b295f27-9f95-4cc3-9e9c-a6ced52aa102", "evidence": "diagram/process: Flow from Community ($29B) to Financial Services ($45B) to Bitcoin ($3B) resulting in $75B Opportunity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:56.328302+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0c9d485b-b877-4491-a72a-9a9b15b0e5ea", "evidence": "Reaching less than 20% of the U.S. population today", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:07:01.101942+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d91ccdf7-d3a1-43a6-bd6a-77eddc09644b", "evidence": "chart/pie: 6% Baby Boomers, 25% Millennials, 34% Gen Z, 15% Gen X", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:07:01.134952+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "491de140-dc8f-4400-a709-54bcda84cccd", "evidence": "SQUARE ECOSYSTEM →", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:01.196695+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cccc9467-c642-4ae9-a520-0b7c7cabb9b3", "evidence": "Ecosystem categorization of Banking, Staff, Customers, and Commerce", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:07:01.260697+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f97aa6dd-3e2e-40aa-b4c6-812f39415f55", "evidence": "Stacked bar chart showing gross profit composition over time", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:07:01.325375+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "202c9dc8-3f61-4f5a-b411-63be3f95ecac", "evidence": "Visual representation of TAM expansion over time", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:19:52.363+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-sizing" }, { "matchId": "ba8eb9cf-7d1b-4cdb-95b5-a9a01f4a7d57", "evidence": "Breaking down the total market opportunity into three distinct segments.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "decomposition" }, { "matchId": "b2f2715f-d93e-48b9-977b-a3c1cb3b1a56", "evidence": "Segmentation of sellers by revenue size", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 17:19:56.601+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "ca70aad6-ceed-4833-99a6-d136e7b15d0c", "evidence": "The slide segments the U.S. population by generational cohorts (Gen Z, Millennials, Gen X, Baby Boomers).", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "audience-segmentation" }, { "matchId": "6b3852a6-bfa6-46b1-b1a7-9621684b4d54", "evidence": "The diagram illustrates the circular/flow nature of the Cash App ecosystem.", "framework": null, "confidence": 0.6, "extraction": { "at": "2026-05-02 17:19:55.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "flywheel" }, { "matchId": "d78fdbfc-462a-44ec-8a98-0ca80621baa6", "evidence": "The slide breaks down a high-level metric (Gross Profit) into its constituent drivers (Actives, Inflows per active, Monetization rate).", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "decomposition" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 12:09:50.672+00", "subScores": { "scqa_arc": 54, "action_titles": 67, "mece_structure": 63, "closing_strength": 34, "evidence_quality": 88, "clarity_of_thesis": 62, "production_quality": 74, "visual_storytelling": 78 }, "totalScore": 65, "coveragePct": 100, "explanations": { "scqa_arc": "Slides 3-13 create situation and opportunity context, but the question and answer are implicit, making the flow closer to an investor data walk than a deliberate SCQA argument.", "action_titles": "Many core slides use sentence-like titles, but several remain topic labels or generic claims, such as slide 20, \"Global expansion.\"", "mece_structure": "The deck is broadly organized by market opportunity, Square, Cash App, and appendix, but Afterpay appears late on slides 33-34 without a clear peer section and some opportunity/product proof points overlap.", "closing_strength": "The deck effectively ends in guidance and reconciliations on slides 36-47 rather than a clear recommendation, investor takeaway, or next-step call to action.", "evidence_quality": "Claims are strongly supported by financial charts, KPI tables, footnotes, market-sizing logic, and reconciliations across slides 3-34 and 38-47.", "clarity_of_thesis": "Slides 3-5 establish a credible implied thesis around growth at scale and improving profitability, but the first five slides do not consolidate it into one declarative investment argument.", "production_quality": "The deck appears visually consistent with disciplined footnotes and chart usage, but action-title density is uneven and appendix/reconciliation pages on slides 38-47 are repetitive.", "visual_storytelling": "Most message types get appropriate visuals, including TAM diagrams on slides 8 and 11, penetration charts on slides 10 and 13, and cohort charts on slides 19 and 30, though some pages are dense." }, "slidesAnalyzed": 47 }, "review": { "backend": null, "verdict": "This is a solid investor-relations evidence deck with good data sequencing, but only a moderate Storymakers exemplar because the arc is more proof-stack than sharply framed SCQA story.", "reviewedAt": "2026-05-01 21:56:44.633+00", "slidesSeen": 47, "suggestions": [ "Add an executive thesis slide after slide 2 that states the full argument: Block has large underpenetrated markets, two compounding ecosystems, and a clearer path to profitable growth.", "Rewrite section dividers as MECE claims, for example: \"Market runway remains underpenetrated,\" \"Square is moving upmarket through ecosystem depth,\" and \"Cash App monetizes engagement through inflows.\"", "Add a final synthesis before the appendix that recaps the 3-4 reasons to believe and ties them directly to 2024 guidance." ], "closingScore": 62, "openingScore": 82, "topStrengths": [ "Slides 3-5 quickly establish the core investor thesis of scaled growth plus improving profitability.", "Slides 7-13 quantify the market runway with penetration metrics, making the opportunity concrete before the business-unit deep dives.", "Slides 23-31 connect Cash App's ecosystem logic to measurable drivers such as inflows, engagement, monetization, and retention." ], "topWeaknesses": [ "The deck does not explicitly frame the central investor tension or question before moving into proof points.", "Section dividers are topic buckets rather than argument pillars, especially slides 6, 14, and 22.", "The ending depends on guidance and appendix material rather than a synthesized recommendation or final takeaway." ], "narrativeScore": 70, "pillarCritique": "The dividers create a usable structure, but they are mostly topic labels: Market Opportunity, Square Ecosystem, Cash App Ecosystem, Appendix. Market Opportunity overlaps the later business-unit sections, so the pillars are directionally logical but not fully MECE or claim-driven.", "closingCritique": "The last substantive slides, especially slides 36-37, provide 2024 and Q1 guidance, so there is a measurable forward view. The close lacks a memorable synthesis or explicit investor call to action, and the deck then trails into reconciliation appendix slides 38-47.", "openingCritique": "The first five slides lead with the answer after the cover/legal pages: slide 3 asserts scaled growth and slides 4-5 reinforce improving profitability. It establishes stakes well for investors, though the hook is conventional financial proof rather than a sharper thesis or market tension.", "extractionSeconds": 54.464, "narrativeCritique": "The deck has a recognizable setup -> analysis -> resolution arc: slides 3-5 establish growth at scale plus profitability focus, slides 7-34 prove the runway through market opportunity and ecosystem performance, and slides 36-37 land in guidance. The missing act is explicit tension: the investor question around durable growth, margin expansion, and segment priorities is implied rather than framed.", "titleQualityScore": 72, "titleQualityCritique": "Many titles are insight-bearing, such as slide 7, \"We have expanded our addressable market over time and are less than 5% penetrated today,\" and slide 28, \"Product adoption has driven greater inflows and monetization.\" Others are topic labels or vague claims, such as slides 16-17, \"Multi year transformation,\" and slide 20, \"Global expansion.\"" }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/EHz7IxHAzxxax9F_hJW9JuMcYGTgXluV7ddGuTGO8dY/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjYwNjYyZDI0NzMwODcyL3AwMDEuanBn", "rawType": "cover", "block": null, "metadata": { "slideType": "cover", "slideTypeCanon": { "name": "Cover", "slug": "cover", "status": "active", "canonId": "019de52d-05f2-729d-9f93-e0504f0a2410", "version": 1, "description": null }, "function": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "version": 1, "description": null }, "density": "sparse", "densityScore": 11, "componentCount": 4, "textChars": 47, "nDataPoints": 0, "notes": null, "elementsJson": [ "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:51.488+00", "seconds": 2.281, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/1", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-1", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.06, "x": 0.05, "y": 0.05 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9a9abd97-4cea-43ee-bf1a-db59f1589f38", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.08, "x": 0.05, "y": 0.53 }, "kind": "paragraph", "text": "Q4 2023", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5227d0f1-a68a-4514-bd41-274847ac2a4f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.05, "y": 0.88 }, "kind": "paragraph", "text": "investors.block.xyz", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "997ab9df-1534-473e-9f58-eb60c437f729", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.05, "y": 0.6 }, "kind": "title", "text": "Investor Presentation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6598d70e-08c9-4bf6-8d45-812a6cf932e4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/crGHUjsntP1Ebmpg-BCxW4x7zJ4XH_PdfmKZn9CQ_1o/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjYwNjYyZDI0NzMwODcyL3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/JDBAAKcfZ3ug7hCnpN_IiD0CFk2UYHAOhN2CqJrRI8I/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjYwNjYyZDI0NzMwODcyL3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/arr5TjSiML570pCrzeEAEM5RmHT_8rkU7nKl6oV8Nl0/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9hYjYwNjYyZDI0NzMwODcyL3AwMDEucG5n" }, { "page": 2, "type": "setup", "function": "other", "rawType": "disclaimer", "block": null, "metadata": { "slideType": "disclaimer", "slideTypeCanon": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "019de52d-0801-727b-b98a-5ed095aeee78", "version": 1, "description": null }, "function": "other", "functionCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-15e1-75bc-99dc-07732380e2ce", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 6, "textChars": 660, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:51.566+00", "seconds": 2.335, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/2", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-2", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.94, "x": 0.03, "y": 0.53 }, "kind": "disclaimer", "text": "Information, including forecasts and estimates regarding market and industry statistics contained in this presentation, is based on information available to us that we believe is reliable.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "22e1229e-7590-435c-9e3a-b8017037c867", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.94, "x": 0.03, "y": 0.17 }, "kind": "disclaimer", "text": "This presentation contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a02a28cc-b5be-41b9-a7c5-09d02be09d1b", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.94, "x": 0.03, "y": 0.75 }, "kind": "disclaimer", "text": "To supplement our financial information presented in accordance with generally accepted accounting principles in the United States (\"GAAP\"), we consider and present certain non-GAAP financial measures.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebfefaec-f103-412a-a49e-e098f6cc172f", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.03, "y": 0.47 }, "kind": "title", "text": "Industry Information", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b0b0f34-d880-4be7-bd70-c65ccad70216", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.27, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Forward-looking statements", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a035e3b0-43b9-4326-9c0b-e2b711bf7360", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.21, "x": 0.03, "y": 0.69 }, "kind": "title", "text": "Non-GAAP Financial Measures", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.566+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fbbb8c34-05df-4d68-9c6c-5781f96fde65", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "analysis", "title": "The chart highlights a 25% YoY growth between 2022 and 2023.", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 63, "componentCount": 8, "textChars": 388, "nDataPoints": 18, "notes": "The chart highlights a 25% YoY growth between 2022 and 2023.", "elementsJson": [ "headline_text", "bar_chart_stacked", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.522+00", "seconds": 2.951, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/3", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-3", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.12, "x": 0.59, "y": 0.15 }, "kind": "callout", "text": "25% YoY Growth", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": null, "subkind": { "name": "Primary callout", "slug": "primary", "status": "active", "canonId": "019de52c-fbd1-70eb-a9ce-8997f8674c1d", "version": 1, "description": null }, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de1ff814-3f9e-44ed-820a-c476f6434ae8", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Strong year-over-year gross profit growth and >40% 5-year CAGR", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-1fb74a1a96dd", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.75, "x": 0.03, "y": 0.35 }, "kind": "chart", "text": "Stacked bar chart showing gross profit by segment from 2018 to 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bdc09c1-9f11-42ec-806d-2ad31555e9f5", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.95, "x": 0.02, "y": 0.85 }, "kind": "disclaimer", "text": "2018 and 2019 performance excludes gross profit from Caviar... Please see Appendix for non-GAAP reconciliations.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f946b1a-4672-46c8-81d4-5aa507e732b3", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.8, "y": 0.55 }, "kind": "legend", "text": "Corporate & Other, Cash App, Square", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c79c5891-c2d4-40db-96a0-98da768d1a0b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $7,505M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-2294e3cd9a34", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.3, "x": 0.02, "y": 0.25 }, "kind": "paragraph", "text": "Strong year-over-year gross profit growth and >40% 5-year CAGR", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62e7914e-e333-45bd-997a-f26ef31c8a2d", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.02, "y": 0.11 }, "kind": "title", "text": "Growth at scale", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.522+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae9464e1-46e6-45d0-933f-07ca26829845", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "511236a2-95cb-440a-ab41-0a6216ba49de", "evidence": "chart/bar-stacked: Stacked bar chart showing gross profit by segment from 2018 to 2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:55.929166+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 4, "type": "analysis", "title": "The slide uses a waterfall-style bar chart to show financial performance over time, with specific callouts for 2023 margins.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 6, "textChars": 362, "nDataPoints": 10, "notes": "The slide uses a waterfall-style bar chart to show financial performance over time, with specific callouts for 2023 margins.", "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.134+00", "seconds": 2.322, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/4", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-4", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "0% Margin", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-e5576f2c720e", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.52, "y": 0.2 }, "kind": "chart", "text": "Net Income (Loss) 2019-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0551f6b0-a9ac-41f5-9c7a-b907c5f6a7f3", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.03, "y": 0.2 }, "kind": "chart", "text": "Operating Income (Loss) 2019-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "62c0153b-f04d-4c36-844a-7cb0e3d7d8e8", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.82 }, "kind": "disclaimer", "text": "Margins above are all calculated as a percent of gross profit. In 2023, Other income, net included a remeasurement gain on our bitcoin investment of $207 million upon adoption of the new accounting guidance on accounting for crypto assets.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b829e4e2-5256-4976-9d8a-a8f4693060d1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Operating Income: $10M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-eb9bc2277de8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "Focus on improving profitability", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.134+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "223694a8-3aa2-4453-99a9-1de38bb2d5e7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "88315cce-15fd-446b-b0b9-6701e5709f8b", "evidence": "chart/bar-vertical: Operating Income (Loss) 2019-2023", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:55.990041+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 4, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "function": "quantify_impact", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 311, "nDataPoints": 10, "notes": null, "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.661+00", "seconds": 4.804, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/5", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-5", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.4, "x": 0.55, "y": 0.215 }, "kind": "chart", "text": "Adjusted EBITDA", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.661+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bdad85f-9e33-4cd2-a56d-bc0dcceabd9d", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.215 }, "kind": "chart", "text": "Adjusted Operating Income (Loss)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.661+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "247385c5-29e3-4f97-afc3-5dcdd34ffdc1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: $1.79B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-cf7fe668a6c2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.84 }, "kind": "source-note", "text": "Margins above are all calculated as a percent of gross profit. Reconciliations of non-GAAP financial measures used in this letter to their nearest GAAP equivalents are provided at the end of this presentation.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.661+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a716ba84-c2e6-4f86-a8ae-837c092f04bf", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "Focus on improving profitability", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.661+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3de2f28-20d2-4943-8ebe-f557bb419dd9", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "90f55ea2-a88b-4f1f-b94a-fd89342fc2b0", "evidence": "chart/bar-vertical: Adjusted Operating Income (Loss)", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:56.051312+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 5, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 6, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 41, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:51.418+00", "seconds": 1.503, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/6", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-6", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.03, "x": 0.03, "y": 0.02 }, "kind": "paragraph", "text": "BLOCK", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "45bea34d-6113-4820-b024-7bb42d71d235", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.11, "x": 0.203, "y": 0.02 }, "kind": "paragraph", "text": "MARKET OPPORTUNITY", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e79f77d-6ddc-46cb-b879-fc3cf6cf89ef", "parentComponentId": null }, { "bbox": { "h": 0.21, "w": 0.42, "x": 0.028, "y": 0.498 }, "kind": "title", "text": "Market Opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:51.418+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d115b41-55ca-4455-aafb-beda3973d7c9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 7, "type": "resolution", "title": "Uses concentric circles to represent market expansion over time for two business units.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 5, "textChars": 472, "nDataPoints": 8, "notes": "Uses concentric circles to represent market expansion over time for two business units.", "elementsJson": [ "headline_text", "infographic", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.363+00", "seconds": 2.296, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/7", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-7", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We have expanded our addressable market over time and are less than 5% penetrated today", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-95e981b7f73f", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Concentric circles showing market growth for Cash App (green) and Square (blue) over time.", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Bubble chart", "slug": "bubble", "status": "active", "canonId": "019de52d-00a4-756f-8978-8d5e48905dbc", "version": 1, "description": null }, "framework": null }, "subkind": "bubble", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.363+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "211d8518-aad5-4b36-a7a5-dd6b2c125f59", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Please see Appendix and slides 8 through 11 for a description of how we calculate our market opportunity. Previous Addressable Market estimates were provided in prior Block Investor Day materials...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.363+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80701e16-7692-4a92-a4f9-a8486da17e45", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "TAM: $130B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-986f37003678", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.4, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "We have expanded our addressable market over time and are less than 5% penetrated today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.363+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de198ee0-0592-4fc3-8f6e-4a0aee370ba3", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "BCG Growth-Share Matrix", "slug": "bcg-growth-share-matrix", "status": "active", "bestFor": null, "canonId": "019de52d-1e65-748e-be86-47bed7c1258d", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "a7e2f25e-1767-40d7-aaeb-b9245ff2e2d5", "evidence": "chart/bubble: Concentric circles showing market growth for Cash App (green) and Square (blue) over time.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:56.144077+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "202c9dc8-3f61-4f5a-b411-63be3f95ecac", "evidence": "Visual representation of TAM expansion over time", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:19:52.363+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-sizing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 8, "type": "resolution", "title": "The slide uses a simple additive process flow to show how the total $130B+ opportunity is derived from three distinct segments.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 8, "textChars": 427, "nDataPoints": 4, "notes": "The slide uses a simple additive process flow to show how the total $130B+ opportunity is derived from three distinct segments.", "elementsJson": [ "headline_text", "process_diagram", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.488+00", "seconds": 2.419, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/8", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-8", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "diagram", "text": "Flow from U.S. Commerce ($89B+) to U.S. Banking ($17B+) to International ($25B+) resulting in $130B+ Opportunity", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8cbc6209-c9d7-454b-996d-645e8048fb7c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.8, "y": 0.4 }, "kind": "metric", "text": "$130B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54190953-2ce7-4e37-8e61-491884aa22b2", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.55, "y": 0.38 }, "kind": "metric", "text": "$25B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a74ab602-b1e8-44ce-9bcd-744cec0cccdf", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.08, "y": 0.38 }, "kind": "metric", "text": "$89B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a89fe5a9-4a7c-44de-ace2-49545ad13d87", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.32, "y": 0.38 }, "kind": "metric", "text": "$17B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0b4bb5d-97a1-4fa2-9eb9-49484164e43f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit opportunity: $130B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-5a3c341088d9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.85 }, "kind": "source-note", "text": "Sources: Square internal company data, 2017 U.S. Census, The Nilson Report #1232. For further information on how we calculate \"U.S. Commerce,\" \"U.S. Banking,\" and \"International\" opportunity, please see Appendix.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c6309820-e71f-47aa-88e6-dc8dfa7ba867", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Square represents a ~$130B gross profit opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "672e3b89-96dc-46f8-abfd-18f69c15369c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "ba8eb9cf-7d1b-4cdb-95b5-a9a01f4a7d57", "evidence": "Breaking down the total market opportunity into three distinct segments.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:19:52.488+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "decomposition" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "resolution", "title": "The slide uses a light blue background highlight to emphasize the target segments (Mid-Market and SMB).", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "balanced", "densityScore": 45, "componentCount": 5, "textChars": 534, "nDataPoints": 15, "notes": "The slide uses a light blue background highlight to emphasize the target segments (Mid-Market and SMB).", "elementsJson": [ "data_table", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.601+00", "seconds": 6.461, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/9", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-9", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "With SMB and mid-market sellers representing an attractive target opportunity", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-78010174209c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "U.S. Gross Receipts: $12.0T", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:01+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-7f8bf613e8cb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.82 }, "kind": "source-note", "text": "Sources: 2017 U.S. Census, U.S. Bureau of Labor Statistics. \"Seller Size\" is based on 2017 U.S. Census data...", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.601+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3396b7ab-ad6d-42e7-ba8d-66c318f8bcf5", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.94, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Seller Size (Gross Receipts) | U.S. Sellers | U.S. Gross Receipts\nEnterprise | $100M+ | 25K | $9.2T\nMid-Market | $20M - $100M | 51K | $12.0T\nMid-Market | $1M - $20M | 1.0M | $4.0T\nSMB | $250K - $1M | 2.9M | $1.4T\nMicro | <$250K | 17.2M | $558B", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.601+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b62cf0d8-1920-4cf6-b3c4-b203aea43a3b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "With SMB and mid-market sellers representing an attractive target opportunity", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.601+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f852667-3c50-4171-9c34-58c826d7fe51", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "b2f2715f-d93e-48b9-977b-a3c1cb3b1a56", "evidence": "Segmentation of sellers by revenue size", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 17:19:56.601+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 9, "frameworkName": "market-segmentation-pyramid" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "resolution", "title": "The slide uses pie charts to visualize market penetration, with the size of the circles likely representing the total addressable market size for each segment.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 72, "componentCount": 8, "textChars": 756, "nDataPoints": 3, "notes": "The slide uses pie charts to visualize market penetration, with the size of the circles likely representing the total addressable market size for each segment.", "elementsJson": [ "pie_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.585+00", "seconds": 6.4, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/10", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-10", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Less than 1% penetrated in the mid-market segment today", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-714fdc9927fe", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.15, "x": 0.08, "y": 0.48 }, "kind": "chart", "text": "13% penetration in Micro segment", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a7cf4232-4a13-4b03-b798-817cc8dd160c", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.2, "x": 0.36, "y": 0.4 }, "kind": "chart", "text": "5% penetration in SMB segment", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b8d5259d-78b9-44ab-b1d2-7cd93d191fa2", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.25, "x": 0.68, "y": 0.25 }, "kind": "chart", "text": "0.5% penetration in Mid-Market segment", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6ece021-c52f-4c35-bd40-2849343a3fe7", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market penetration: 0.5%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-751223d94b09", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.28 }, "kind": "paragraph", "text": "2023 gross receipts as % of addressable opportunity", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "87fcbaae-87b9-4471-a65c-2ba975a34d64", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.82 }, "kind": "source-note", "text": "Sources: Square internal company data from 2022, adjusted for inflation through 2023, 2017 U.S. Census, U.S. Bureau of Labor Statistics. Seller sizes from the U.S. Census gross receipts are mapped to Square seller size classifications by assuming a given business' sales are 50% cash and 50% card payments. “U.S. Gross Receipts” opportunity is based on U.S. Census data as of 2017, adjusted for inflation through 2023 based on CPI from the U.S. Bureau of Labor Statistics.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57aecb7e-5689-4c93-a218-49671ede0e10", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Less than 1% penetrated in the mid-market segment today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8116bc9c-caeb-42aa-b9f1-08502a01ab60", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "2x2 matrix", "slug": "matrix-2x2", "status": "active", "bestFor": null, "canonId": "019dd9e1-50ab-72d1-8afb-3ab0a38e32a8", "version": 1, "bodyDocId": null, "description": "BCG matrix, importance/urgency, any axes-and-quadrants frame.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "24c8da89-99b3-4ad5-9b83-8aeb438f30a8", "evidence": "table/data: Seller Size (Gross Receipts) | U.S. Sellers | U.S. Gross Receipts", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:56.264924+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 10, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "resolution", "title": "The slide uses a process-flow style diagram to sum up three distinct market segments into a total opportunity figure.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 70, "componentCount": 9, "textChars": 524, "nDataPoints": 4, "notes": "The slide uses a process-flow style diagram to sum up three distinct market segments into a total opportunity figure.", "elementsJson": [ "headline_text", "process_diagram", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.836+00", "seconds": 2.614, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/11", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-11", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Cash App represents a ~$75B gross profit opportunity in the U.S.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-64dabd47a5de", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.9, "x": 0.05, "y": 0.35 }, "kind": "diagram", "text": "Flow from Community ($29B) to Financial Services ($45B) to Bitcoin ($3B) resulting in $75B Opportunity", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5793371c-c1c1-42a2-bc03-24054947eb41", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.56, "y": 0.38 }, "kind": "metric", "text": "$3B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "098e341b-f07e-4eae-a2f5-bfe7baa0eddb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.32, "y": 0.38 }, "kind": "metric", "text": "$45B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c9faac0-1b7c-4f41-995f-d694ccca5fc8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.1, "x": 0.08, "y": 0.38 }, "kind": "metric", "text": "$29B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8992cc45-64dc-4886-91af-f963ccd1a629", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.1, "x": 0.8, "y": 0.4 }, "kind": "metric", "text": "$75B+", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d20b372b-75e9-4f72-a54b-353ea84194b7", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit Opportunity: $75B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-6964c506c48d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.85 }, "kind": "source-note", "text": "Sources: Cash App internal company data, Zelle and Venmo public released information, U.S. Census Bureau, Current Population Survey, Annual Social and Economic Supplement, 2019, The Nilson Report #1210, CoinGecko, Bitcoin Trade Volume, Bitnodes.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07355bf7-0518-4249-87b7-81684e5bfdb6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Cash App represents a ~$75B gross profit opportunity in the U.S.", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.836+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29ed53f3-f985-40c0-a3b4-b3c3226efdbe", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "2b295f27-9f95-4cc3-9e9c-a6ced52aa102", "evidence": "diagram/process: Flow from Community ($29B) to Financial Services ($45B) to Bitcoin ($3B) resulting in $75B Opportunity", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:56.328302+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 11, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "resolution", "title": "The table highlights Gen Z and Millennials as key growth segments.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 6, "textChars": 478, "nDataPoints": 21, "notes": "The table highlights Gen Z and Millennials as key growth segments.", "elementsJson": [ "headline_text", "big_number", "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:53.121+00", "seconds": 2.637, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/12", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-12", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "~260M Potential Customers", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-b29673828b9c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "Sources: 2017 U.S. Census, U.S. Bureau of Labor Statistics. For definition of Cash App \"active\" please see Appendix. Cash App inflows for the 12 months ending December 31, 2023, and Cash App monthly actives as of December 2023.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39535a63-101b-4ebe-ac16-6ed2890556cf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.7, "y": 0.13 }, "kind": "metric", "text": "~260M Potential Customers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95cff155-5020-457a-bd24-643d6e11ee68", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Potential Customers: ~260M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b670-b6a1e99c3a9e", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.9, "x": 0.05, "y": 0.28 }, "kind": "table", "text": "Generation Z, Millennials, Generation X, Baby Boomers with associated population, age, income, and Cash App metrics.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "915e6a44-b1a9-4a47-ab28-426a02722dc2", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Opportunity to expand on strong growth with digital natives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.121+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "24bd8dca-e13b-4277-a6b8-e9bfa8f94710", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 13, "type": "resolution", "title": "The slide uses pie charts to represent penetration rates within specific demographic segments.", "function": "size_opportunity", "rawType": "market_sizing", "block": null, "metadata": { "slideType": "market_sizing", "slideTypeCanon": { "name": "Market sizing", "slug": "market_sizing", "status": "active", "canonId": "019de52d-08c8-756c-8664-733b73a7ee7b", "version": 1, "description": null }, "function": "size_opportunity", "functionCanon": { "name": "Size opportunity", "slug": "size_opportunity", "status": "active", "canonId": "019de52d-147b-7568-8828-a74a27697618", "version": 1, "description": null }, "density": "dense", "densityScore": 68, "componentCount": 8, "textChars": 581, "nDataPoints": 4, "notes": "The slide uses pie charts to represent penetration rates within specific demographic segments.", "elementsJson": [ "pie_chart", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:53.987+00", "seconds": 3.445, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/13", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-13", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.18, "x": 0.74, "y": 0.43 }, "kind": "chart", "text": "6% Baby Boomers", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20acafe2-940a-4ce1-bf6a-8135fee21a36", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.18, "x": 0.26, "y": 0.43 }, "kind": "chart", "text": "25% Millennials", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b1dc796-cc2c-416e-954c-4344264c8d96", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.18, "x": 0.5, "y": 0.43 }, "kind": "chart", "text": "15% Gen X", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b958b8c-b9b6-4a9d-8c21-44f49e9a81bc", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.18, "x": 0.03, "y": 0.43 }, "kind": "chart", "text": "34% Gen Z", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8c4975c-37a5-4092-acd7-6b7d8c18562b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Market penetration: 20%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:56+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-1f7782d91e1c", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.94, "x": 0.03, "y": 0.86 }, "kind": "source-note", "text": "Represents Cash App monthly actives as of December 31, 2023 as a percentage of the U.S. population. We defined the U.S. population using U.S. Census data as of 2019, adjusted for assumed population growth. Does not include actives who have not gone through the identity verification process with Cash App. Circle sizes are representative of relative population size, and not drawn to scale.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73899a12-f97b-4443-9943-3c6fdd5fad08", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.03, "y": 0.25 }, "kind": "subtitle", "text": "Cash App monthly actives with demographic data (% of U.S. population)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80ca655a-5a2f-45e0-b991-bb707d4fe34a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Reaching less than 20% of the U.S. population today", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ec9bd0e-fed6-40e9-a8dc-37f0e82ba669", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "0c9d485b-b877-4491-a72a-9a9b15b0e5ea", "evidence": "Reaching less than 20% of the U.S. population today", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:07:01.101942+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Market Segmentation Pyramid", "slug": "market-segmentation-pyramid", "status": "active", "bestFor": null, "canonId": "1c9f3543-c96f-4a5b-b4a4-9b2a412c0aaf", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "d91ccdf7-d3a1-43a6-bd6a-77eddc09644b", "evidence": "chart/pie: 6% Baby Boomers, 25% Millennials, 34% Gen Z, 15% Gen X", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:07:01.134952+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [ { "matchId": "ca70aad6-ceed-4833-99a6-d136e7b15d0c", "evidence": "The slide segments the U.S. population by generational cohorts (Gen Z, Millennials, Gen X, Baby Boomers).", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:19:53.987+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "audience-segmentation" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 14, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 6, "componentCount": 3, "textChars": 39, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.517+00", "seconds": 1.949, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/14", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-14", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.013, "w": 0.102, "x": 0.203, "y": 0.018 }, "kind": "paragraph", "text": "SQUARE ECOSYSTEM →", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.517+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7771fd13-9c11-4963-80fc-617eb6744509", "parentComponentId": null }, { "bbox": { "h": 0.013, "w": 0.034, "x": 0.032, "y": 0.018 }, "kind": "paragraph", "text": "BLOCK", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.517+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d7c59091-bb6e-48d9-8ec0-7a091e605fe7", "parentComponentId": null }, { "bbox": { "h": 0.215, "w": 0.366, "x": 0.028, "y": 0.498 }, "kind": "title", "text": "Square Ecosystem", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.517+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a42b5178-f46b-4090-b20d-7f359a51ecb1", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Section divider", "slug": "section-divider", "status": "active", "bestFor": null, "canonId": "019dd9e1-4c66-707d-8d1f-6e14547134c7", "version": 1, "bodyDocId": null, "description": "A transitional slide marking the start of a new section.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "491de140-dc8f-4400-a709-54bcda84cccd", "evidence": "SQUARE ECOSYSTEM →", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:01.196695+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "analysis", "title": "The slide uses a hub-and-spoke style layout to visualize the ecosystem, with hardware in the center and software/service categories surrounding it.", "function": "present_solution", "rawType": "market_landscape", "block": null, "metadata": { "slideType": "market_landscape", "slideTypeCanon": { "name": "Market landscape", "slug": "market_landscape", "status": "active", "canonId": "019de52d-0b6d-75db-a946-9ac362e3afc2", "version": 1, "description": null }, "function": "present_solution", "functionCanon": { "name": "Present solution", "slug": "present_solution", "status": "active", "canonId": "019de52d-15b8-71da-bd23-2b767850cbce", "version": 1, "description": null }, "density": "balanced", "densityScore": 38, "componentCount": 6, "textChars": 356, "nDataPoints": 0, "notes": "The slide uses a hub-and-spoke style layout to visualize the ecosystem, with hardware in the center and software/service categories surrounding it.", "elementsJson": [ "headline_text", "paragraph", "icon_grid", "screenshot" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.712+00", "seconds": 1.86, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/15", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-15", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "A cohesive ecosystem of integrated software, hardware, and financial services", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 14:22:23+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-8573-4fc19722363e", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.75, "x": 0.2, "y": 0.05 }, "kind": "diagram", "text": "Ecosystem categorization of Banking, Staff, Customers, and Commerce", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": "other", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c1356d04-f8ca-4eae-935a-505218fd78ba", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.5, "x": 0.25, "y": 0.25 }, "kind": "image", "text": "Square hardware devices (iPad, terminal, desktop, phone)", "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Illustration", "slug": "illustration", "status": "active", "canonId": "019de52c-fe76-7772-a5ac-c0b7294d7615", "version": 1, "description": null }, "framework": null }, "subkind": "illustration", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a3c76d8b-8f00-4a5c-aeb1-84c3ce0fb4fb", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.03, "y": 0.73 }, "kind": "list", "text": "Square Capability, First-Party Offering, Third-Party Partner", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3eb0ffa-a4eb-4269-a3eb-7e7014f199f3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.03, "y": 0.25 }, "kind": "subtitle", "text": "A cohesive ecosystem of integrated software, hardware, and financial services", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df674d23-5a96-45d8-b3cd-4fb28e5f5e7a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.03, "y": 0.08 }, "kind": "title", "text": "The Square solution", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.712+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "20239df7-d009-4a57-8eaa-9c3ede8bfcd2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Canvas framework", "slug": "canvas-framework", "status": "active", "bestFor": null, "canonId": "019dd9e1-5005-762c-82f8-265b08436ca1", "version": 1, "bodyDocId": null, "description": "Named canvas (business model canvas, value prop canvas, etc.).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cccc9467-c642-4ae9-a520-0b7c7cabb9b3", "evidence": "Ecosystem categorization of Banking, Staff, Customers, and Commerce", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:07:01.260697+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "type": "analysis", "title": "The slide explicitly excludes hardware gross profit and PPP loan forgiveness from the calculations.", "function": "analyze_data", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 71, "componentCount": 8, "textChars": 624, "nDataPoints": 15, "notes": "The slide explicitly excludes hardware gross profit and PPP loan forgiveness from the calculations.", "elementsJson": [ "big_number", "bar_chart_stacked" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:53.824+00", "seconds": 2.824, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/16", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-16", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "~60% of gross profit in Q4 2023 generated from software & integrated payments and banking", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-b3b1f4aa8f54", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.45, "x": 0.3, "y": 0.15 }, "kind": "chart", "text": "Stacked bar chart showing gross profit composition over time", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecdc8770-f4bb-4500-8cd4-048dcf85e3b3", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.085 }, "kind": "disclaimer", "text": "Hardware gross profit losses are not presented for any period. Percentages are of Square gross profit excluding contributions from PPP loan forgiveness for each period. We view hardware as an acquisition tool and not a profit center for our business.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "312997b2-23f4-444f-b42f-63e2c99b8499", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.8, "y": 0.062 }, "kind": "legend", "text": "Banking Ex. PPP; Software & Integrated Payments; Sidecar Payments", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78f976ce-a7bc-4503-a7c1-8e6dec7654b3", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.2, "x": 0.06, "y": 0.4 }, "kind": "metric", "text": "~60%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7e715991-53d6-4e74-b992-3f094c0e3631", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit: ~60%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-b503ac57c173", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.22, "x": 0.05, "y": 0.68 }, "kind": "paragraph", "text": "of gross profit in Q4 2023 generated from software & integrated payments and banking", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57ac9855-28ec-4b95-9a1e-3702c9d6fd5e", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Multi year transformation\nGross profit by product area", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.824+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "998f8372-aea9-41d1-b5ea-9cb69f3351f0", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Waterfall chart", "slug": "waterfall-chart", "status": "active", "bestFor": null, "canonId": "e2799da3-725f-44a9-a093-570f1f388e64", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f97aa6dd-3e2e-40aa-b4c6-812f39415f55", "evidence": "Stacked bar chart showing gross profit composition over time", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:07:01.325375+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "type": "analysis", "title": "The chart illustrates the 'ecosystem adoption' strategy, showing a clear trend of increasing product penetration per seller.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 76, "componentCount": 9, "textChars": 578, "nDataPoints": 28, "notes": "The chart illustrates the 'ecosystem adoption' strategy, showing a clear trend of increasing product penetration per seller.", "elementsJson": [ "headline_text", "big_number", "bar_chart_100pct", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:53.792+00", "seconds": 2.701, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/17", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-17", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": ">50% of gross profit from sellers that use 4 or more monetized products", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-d5c4680da5b3", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.55, "x": 0.34, "y": 0.25 }, "kind": "chart", "text": "Gross profit mix by ecosystem adoption 2017-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0433e759-2ce2-422a-95d1-f1515b65d3ab", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "Includes only monetized products and excludes hardware devices. Bundle products treated as one product even if they include other monetized products (e.g., paid tier of Square for Retail includes Team Management).", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26f7b830-7202-4369-bbbb-8717da21fba3", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.1, "x": 0.88, "y": 0.55 }, "kind": "legend", "text": "4+ Products, 3 Products, 2 Products, 1 Product", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "afb27075-c9e8-4ee6-b5c5-acf0089f9f73", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.06, "y": 0.4 }, "kind": "metric", "text": ">50%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c38ab785-84a7-4201-9aab-2db30a64cc36", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit mix: >50%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-dab9930c4bfd", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.04, "y": 0.7 }, "kind": "paragraph", "text": "of gross profit from sellers that use 4 or more monetized products", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "28ff07c4-2981-471d-8687-40da132a9396", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Gross profit mix by ecosystem adoption (# of monetized products that a seller uses)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e17259fa-ae21-42b5-9181-8fd8b578a44e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Multi year transformation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.792+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "702c926a-36ae-422c-8ce5-36b2f25dab19", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "setup", "function": "decompose_segments", "rawType": "segmentation", "block": null, "metadata": { "slideType": "segmentation", "slideTypeCanon": { "name": "Segmentation", "slug": "segmentation", "status": "active", "canonId": "019de52d-0917-75d5-9172-1b3b3c2f6400", "version": 1, "description": null }, "function": "decompose_segments", "functionCanon": { "name": "Decompose segments", "slug": "decompose_segments", "status": "active", "canonId": "019de52d-14f1-74f8-be75-beb0be1135ec", "version": 1, "description": null }, "density": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 330, "nDataPoints": 6, "notes": null, "elementsJson": [ "headline_text", "donut_chart", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:52.856+00", "seconds": 1.505, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/18", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-18", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.6, "x": 0.35, "y": 0.13 }, "kind": "chart", "text": "Pie chart showing GPV distribution: Food & Drink (32%), Retail (18%), Professional Services (11%), Beauty & Personal Care (10%), Healthcare & Fitness (9%), Home & Repair (8%), Other (12%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.856+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "72313c03-6dfa-4e2f-8c14-4234ae204b4a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Payment Volume (GPV): 32%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-ac27bd68d5f0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.07, "y": 0.29 }, "kind": "paragraph", "text": "% of Square Gross Payment Volume (GPV) by industry in 2023", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.856+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f98fd1fa-c0fc-4e77-b517-a78e926b7855", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.25, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Square sellers represent a diverse range of industries", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:52.856+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3a5ce2f-4474-4758-89d7-122cc2dfcc2b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The chart illustrates how older cohorts (Pre-2020) form the base, with newer cohorts adding incremental gross profit each year.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 62, "componentCount": 7, "textChars": 556, "nDataPoints": 15, "notes": "The chart illustrates how older cohorts (Pre-2020) form the base, with newer cohorts adding incremental gross profit each year.", "elementsJson": [ "headline_text", "bar_chart_stacked", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.482+00", "seconds": 3.098, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/19", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-19", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "In 2023, Square cohorts in aggregate achieved positive gross profit retention when compared to 2022, driven by strength from our software and banking products", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-46f025047471", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.35, "x": 0.4, "y": 0.25 }, "kind": "chart", "text": "Gross Profit by Cohort", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ce59e74-2d74-4115-a5a6-5b4cc0833b37", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.07, "y": 0.85 }, "kind": "disclaimer", "text": "For definition of Square “gross profit retention” please see Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fb725bb7-f080-410b-b28b-b15b769b00c0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.1, "x": 0.82, "y": 0.52 }, "kind": "legend", "text": "2023 Cohort, 2022 Cohort, 2021 Cohort, 2020 Cohort, Pre-2020 Cohorts", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "35c116a2-117f-4179-902c-934b1f55317c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-4b564246208f", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.28, "x": 0.07, "y": 0.27 }, "kind": "subtitle", "text": "In 2023, Square cohorts in aggregate achieved positive gross profit retention when compared to 2022, driven by strength from our software and banking products", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7dbb0e3e-ae43-45e8-986a-2e481dd952b8", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.4, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Positive dollar-based retention has led to recurring revenue streams", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.482+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c5e8814-25af-4a56-9180-25a32d22ba80", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The slide highlights international market growth as a percentage of total Square gross profit.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 42, "componentCount": 6, "textChars": 307, "nDataPoints": 10, "notes": "The slide highlights international market growth as a percentage of total Square gross profit.", "elementsJson": [ "headline_text", "big_number", "bar_chart_vertical" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.55+00", "seconds": 2.99, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/20", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-20", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Gross profit from international markets increasing as a % of overall Square gross profit", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:02+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-8e9e5f2a684f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.35, "y": 0.15 }, "kind": "chart", "text": "Bar chart showing international gross profit from Q4 2019 to Q4 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.55+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5fb975f-97da-4296-b7c7-876dc41daeb4", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.2, "x": 0.05, "y": 0.4 }, "kind": "metric", "text": "46%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.55+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a9f4a3c-1598-448d-92de-29bff4bac937", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit from international markets: 46%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:02+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-901012d726ea", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.03, "y": 0.21 }, "kind": "paragraph", "text": "Gross profit from international markets increasing as a % of overall Square gross profit", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.55+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ad02a5d-5110-4e6c-8898-e3f71ee03e03", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Global expansion", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.55+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5daac3c7-ba77-455c-a256-8f267cc561c7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "The chart tracks gross profit segments: >$500K, $125K-$500K, and <$125K.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 69, "componentCount": 9, "textChars": 430, "nDataPoints": 13, "notes": "The chart tracks gross profit segments: >$500K, $125K-$500K, and <$125K.", "elementsJson": [ "headline_text", "bar_chart_stacked", "big_number", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.206+00", "seconds": 2.59, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/21", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-21", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "40% Gross profit from mid-market sellers in Q4 2023", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-06f44fc11546", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.43, "x": 0.33, "y": 0.17 }, "kind": "chart", "text": "Stacked bar chart showing gross profit by seller size over three years", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": null, "framework": null }, "subkind": "bar-stacked-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6f105cd-8cab-4f69-8957-872dab4c3004", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.77, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "We determine seller size based on annualized GPV during the applicable quarter. A mid-market seller generates more than $500,000 in annualized GPV.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3128ade6-b23d-4980-9eda-1a6ceee1ed60", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.1, "x": 0.87, "y": 0.6 }, "kind": "legend", "text": ">$500K, $125K-$500K, <$125K", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "709a6e7a-7970-4490-aa96-fb87d49b4fea", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.05, "y": 0.45 }, "kind": "metric", "text": "40%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5b51429-2ffb-4a12-a649-7c6daa2baa89", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit from mid-market sellers: 40%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:59+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-08bc05dc5261", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.24, "x": 0.03, "y": 0.71 }, "kind": "paragraph", "text": "Gross profit from mid-market sellers in Q4 2023", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "46a1822b-3030-48ff-9b7a-114decc041c5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.03, "y": 0.21 }, "kind": "subtitle", "text": "Gross profit by seller size", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "108d77cc-4c08-469c-87db-1a0acf3f5ed3", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.22, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Upmarket progress", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.206+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3ed5f484-d649-42e6-b237-69c59fc23297", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 18, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:53.991+00", "seconds": 2.366, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/22", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-22", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.215, "w": 0.365, "x": 0.028, "y": 0.498 }, "kind": "title", "text": "Cash App Ecosystem", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:53.991+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "735c1466-a5d2-4b4c-92a4-b0312c768561", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "appendix", "title": "The diagram uses a flow-based structure to categorize services into Inflows and Outflows, with green highlighting indicating revenue streams.", "function": "present_framework", "rawType": "other", "block": null, "metadata": { "slideType": "other", "slideTypeCanon": { "name": "Other (fallback)", "slug": "other", "status": "active", "canonId": "019de52d-0af5-71ed-83de-d51ae245fc43", "version": 1, "description": null }, "function": "present_framework", "functionCanon": { "name": "Present framework", "slug": "present_framework", "status": "active", "canonId": "019de52d-1403-7667-9100-d2ac6709f750", "version": 1, "description": null }, "density": "sparse", "densityScore": 9, "componentCount": 3, "textChars": 127, "nDataPoints": 0, "notes": "The diagram uses a flow-based structure to categorize services into Inflows and Outflows, with green highlighting indicating revenue streams.", "elementsJson": [ "headline_text", "process_diagram", "icon_grid" ], "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.553+00", "seconds": 3.897, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/23", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-23", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.72, "w": 0.57, "x": 0.399, "y": 0.139 }, "kind": "diagram", "text": "Inflows to Balance to Outflows flow diagram", "attrs": null, "canon": { "kind": { "name": "Diagram", "slug": "diagram", "status": "active", "canonId": "019de52c-f9f0-734a-81de-15382ff28c65", "version": 1, "description": "Schematic or relational diagram." }, "tool": null, "subkind": { "name": "Process flow", "slug": "process", "status": "active", "canonId": "019de52d-039c-718f-ad3a-efe9c4b3c838", "version": 1, "description": null }, "framework": null }, "subkind": "process", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cc366af0-6fa6-4ee2-80bf-b22321a5d291", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.1, "x": 0.86, "y": 0.835 }, "kind": "legend", "text": "Revenue streams", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ef06bd3-6ae2-4f97-8e37-220a1dddd39c", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.06, "y": 0.13 }, "kind": "title", "text": "Our services work together cohesively to build the Cash App ecosystem", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4a15b78-895a-42c2-b92e-713f0f00bb88", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6b3852a6-bfa6-46b1-b1a7-9621684b4d54", "evidence": "The diagram illustrates the circular/flow nature of the Cash App ecosystem.", "framework": null, "confidence": 0.6, "extraction": { "at": "2026-05-02 17:19:55.553+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "flywheel" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "The slide uses a simple multiplicative formula to explain the derivation of gross profit.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 55, "componentCount": 7, "textChars": 436, "nDataPoints": 4, "notes": "The slide uses a simple multiplicative formula to explain the derivation of gross profit.", "elementsJson": [ "headline_text", "process_diagram", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.972+00", "seconds": 3.282, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/24", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-24", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.94, "x": 0.03, "y": 0.86 }, "kind": "disclaimer", "text": "Actives, inflows per active and monetization rate do not include contributions from our BNPL platform. Actives reflects monthly actives in December 2023. Inflows per active, monetization rate, and gross profit as of Q4 2023.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b2214ad-3e63-4328-9f79-503ae6e35700", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.08, "y": 0.53 }, "kind": "metric", "text": "Inflows per active: $1,137", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "023979d0-9ee2-4432-99c9-0a24316740f9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.13, "y": 0.3 }, "kind": "metric", "text": "Actives: 56 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "929c63c5-53bf-4f85-b9a5-53c9654687a1", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.6, "y": 0.48 }, "kind": "metric", "text": "Q4 2023 gross profit ex-BNPL: $942 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeb78a46-139a-4383-a293-44e918192b63", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.07, "y": 0.75 }, "kind": "metric", "text": "Monetization rate: 1.48%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca2bdf3d-9a7d-423a-a226-68e32eb334e2", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit: $942 million", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-dff674102a4a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "We instrument and operate Cash App's business through our inflows framework", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d084d674-0653-4eea-bfc1-f1cd975a34ac", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d78fdbfc-462a-44ec-8a98-0ca80621baa6", "evidence": "The slide breaks down a high-level metric (Gross Profit) into its constituent drivers (Actives, Inflows per active, Monetization rate).", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:19:54.972+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "decomposition" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 25, "type": "analysis", "title": "The chart illustrates the diversification of revenue streams over time, with specific focus on the 2023 breakdown.", "function": "analyze_data", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 49, "componentCount": 5, "textChars": 636, "nDataPoints": 25, "notes": "The chart illustrates the diversification of revenue streams over time, with specific focus on the 2023 breakdown.", "elementsJson": [ "bar_chart_stacked", "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.979+00", "seconds": 3.124, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/25", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-25", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.75, "x": 0.05, "y": 0.3 }, "kind": "chart", "text": "Gross profit by product area 2019-2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f76097bd-48a4-42e4-be13-58e8712e524a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "As presented here, Bitcoin equals gross profit from bitcoin buying and selling and bitcoin withdrawal fees, as well as brokerage gross losses. Financial Services equals gross profit from transaction fees on Cash App Card, interest on customer funds, cash deposits, Cash App Card Studio, ATM fees, Cash App Borrow, and Cash App Pay. Other Community equals gross profit from business accounts and P2P transactions funded with a credit card.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a212869-70a6-4720-b439-dfa37e6e18e1", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.1, "x": 0.85, "y": 0.5 }, "kind": "list", "text": "BNPL Platform, Bitcoin, Financial Services, Other Community, Instant Deposit", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "596460b6-4aff-4d70-a36a-8b8283b27322", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-91690109ca4d", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "We have driven growth across a diversity of services and revenue streams", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.979+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "48771909-6a73-459a-a44b-ad4ef22a6ffe", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 26, "type": "analysis", "title": "The chart uses three distinct line styles (solid, dashed, dotted) to represent different engagement frequencies.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 67, "componentCount": 8, "textChars": 585, "nDataPoints": 3, "notes": "The chart uses three distinct line styles (solid, dashed, dotted) to represent different engagement frequencies.", "elementsJson": [ "headline_text", "line_chart", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.136+00", "seconds": 2.257, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/26", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-26", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.55, "x": 0.03, "y": 0.25 }, "kind": "chart", "text": "Line chart showing growth of monthly, weekly, and daily actives from 2017 to 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Line chart", "slug": "line", "status": "active", "canonId": "019de52c-ff62-778f-8f6c-a952ceae8677", "version": 1, "description": null }, "framework": null }, "subkind": "line", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6e223fae-4c1d-41df-9973-5806c9a38bf0", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "For definition of Cash App “active” please see Appendix. Chart shows annual average monthly, weekly, and daily actives from 2017 to 2023, calculated as the average of each month during the applicable year.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "81b339ee-6cb4-4b9f-b5f5-c41695b3f262", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.03, "y": 0.26 }, "kind": "legend", "text": "Monthly Actives, Weekly Actives, Daily Actives", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e172ddbc-fe30-417a-b775-d44e968e161f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.62, "y": 0.41 }, "kind": "metric", "text": "~37M weekly actives on average in December 2023 (~2 in 3 monthly actives)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29a20a97-680e-4270-8e48-16d741a04c87", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.62, "y": 0.23 }, "kind": "metric", "text": "~56M monthly actives in December 2023", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e23e216-b357-4ad8-8adf-820c32726863", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.62, "y": 0.59 }, "kind": "metric", "text": "~15M daily actives on average in December 2023 (~1 in 4 monthly actives)", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "870ed9ec-4768-4898-afa3-785260eca897", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Monthly Actives: ~56M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-c79dfa78e205", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "We have driven greater weekly and daily engagement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.136+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "496caa08-669d-4f5b-aae6-63caed36fbe0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "type": "analysis", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 3, "textChars": 132, "nDataPoints": 6, "notes": null, "elementsJson": [ "bar_chart_vertical" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:54.266+00", "seconds": 1.962, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/27", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-27", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.9, "x": 0.05, "y": 0.25 }, "kind": "chart", "text": "Bar chart showing annual inflows from $28B in 2018 to $248B in 2023", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba40da67-869c-4222-88c8-295a37d9600f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total inflows: 22%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-0c1e67a8eb67", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Total inflows have increased 22% year-over-year", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:54.266+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fc7dcede-355e-420a-9c23-84f48429b51d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "analysis", "title": "The chart illustrates the correlation between product adoption (number of products used) and total inflows per active user.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 441, "nDataPoints": 7, "notes": "The chart illustrates the correlation between product adoption (number of products used) and total inflows per active user.", "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.534+00", "seconds": 5.173, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/28", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-28", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.7, "w": 0.65, "x": 0.3, "y": 0.1 }, "kind": "chart", "text": "Bar chart showing inflows multiplier from 1.0X to 7X across 7 product categories", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b09d653-332a-4c0f-93cb-3cb13fea75f0", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.83 }, "kind": "disclaimer", "text": "For definition of Cash App “active” please see Appendix. Represents monthly actives in December 2023 and total inflows for Q4 2023, except for Cash App Taxes actives where we used quarterly actives in Q1 2023 because it is an annual use case.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7b185fba-824d-4715-b960-f493763f5f20", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Inflows multiplier: 7X", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-23d1a9053e60", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Product adoption has driven greater inflows and monetization", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f756f86a-3a9e-407d-8f87-e544630c276f", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.25 }, "kind": "title", "text": "Inflows multiplier by product actives", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.534+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0f9f2511-2af2-4c01-8f56-70b169d1444e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "analysis", "title": "Gas & Auto includes convenience store spending at relevant gas stations.", "function": "quantify_impact", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 40, "componentCount": 5, "textChars": 436, "nDataPoints": 8, "notes": "Gas & Auto includes convenience store spending at relevant gas stations.", "elementsJson": [ "headline_text", "pie_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.35+00", "seconds": 2.703, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/29", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-29", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.75, "w": 0.45, "x": 0.5, "y": 0.1 }, "kind": "chart", "text": "Pie chart showing spending distribution: Big Box & Discount Retail (22%), Restaurants (19%), Other Retail (15%), Gas & Auto (13%), Travel & Entertainment (13%), Grocery (8%), Telecom & Utilities (7%), Other (3%)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Pie chart", "slug": "pie", "status": "active", "canonId": "019de52c-ffdb-71bb-a800-5c5ab9f1c373", "version": 1, "description": null }, "framework": null }, "subkind": "pie", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70bbf145-60d6-4582-9969-cee54eafd026", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.05, "y": 0.87 }, "kind": "disclaimer", "text": "Gas & Auto includes convenience store spending at relevant gas stations.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d91f526c-7254-4786-be11-f1ef10da0057", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Share of spend: 22%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:57+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b671-f401ebeb5afa", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "y": 0.35 }, "kind": "subtitle", "text": "Cash App Card spend at top 250 merchants in 2023", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c504661-f777-4229-a8b7-a0b699dc2202", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Consumers have found broad-based utility with Cash App Card through everyday purchases", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.35+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "52ce0188-2ad7-4ba2-850e-a050f9c1f972", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "analysis", "title": "The chart illustrates cohort-based gross profit performance over time.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 7, "textChars": 513, "nDataPoints": 15, "notes": "The chart illustrates cohort-based gross profit performance over time.", "elementsJson": [ "headline_text", "bar_chart_stacked", "paragraph", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.387+00", "seconds": 2.74, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/30", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-30", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Our Cash App ecosystem has achieved positive annual gross profit retention in aggregate and for each annual cohort", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-58bf0ac3e8ae", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.75, "x": 0.05, "y": 0.35 }, "kind": "chart", "text": "Stacked bar chart of gross profit by cohort", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97513e84-b8cb-4c40-b337-6d5933c8668e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.4, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "For definition of Cash App \"gross profit retention\" please see Appendix.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5b1d4600-07d6-4c01-9b44-3b3156ba2f92", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.12, "x": 0.82, "y": 0.53 }, "kind": "legend", "text": "2023 Cohort, 2022 Cohort, 2021 Cohort, 2020 Cohort, Pre-2020 Cohorts", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d78990d1-cc98-49d8-8719-67d1b83479d3", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-5d836cec7be6", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.03, "y": 0.26 }, "kind": "subtitle", "text": "Gross Profit by Cohort. Our Cash App ecosystem has achieved positive annual gross profit retention in aggregate and for each annual cohort", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "26a66523-534a-411b-b824-5839fecbed03", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "Strong gross profit retention has led to recurring revenue streams", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.387+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c5bc396-0efa-4313-8f98-a9c12a062217", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "type": "analysis", "title": "The chart uses a stacked bar format to show the proportion of Cash App Card users within the total Cash App user base.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 235, "nDataPoints": 12, "notes": "The chart uses a stacked bar format to show the proportion of Cash App Card users within the total Cash App user base.", "elementsJson": [ "bar_chart_stacked" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.415+00", "seconds": 4.658, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/31", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-31", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.75, "x": 0.07, "y": 0.25 }, "kind": "chart", "text": "Stacked bar chart showing growth of Cash App Card monthly actives", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2679051-93a8-4d9d-80b9-cd5685e66b56", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.83, "y": 0.68 }, "kind": "legend", "text": "Cash App Monthly Actives; Cash App Card Monthly Actives", "attrs": null, "canon": { "kind": { "name": "Legend", "slug": "legend", "status": "active", "canonId": "31361933-3d22-4c70-bbad-0801e9fffc0c", "version": 1, "description": "Color/symbol decoder placed adjacent to a chart or diagram." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e851fdbe-e6fe-4a07-9c17-04ff9f5b6334", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Cash App Card penetration: 41%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-f3aaead6287b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.07, "y": 0.13 }, "kind": "title", "text": "Cash App Card monthly actives have grown as a % of overall Cash App actives over time", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.415+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1631b641-7eef-4fdd-a143-799268cabeed", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 32, "type": "analysis", "title": "The slide uses a simple metric-based layout to highlight user adoption across different product verticals.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 64, "componentCount": 11, "textChars": 275, "nDataPoints": 4, "notes": "The slide uses a simple metric-based layout to highlight user adoption across different product verticals.", "elementsJson": [ "big_number", "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.672+00", "seconds": 2.836, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/32", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-32", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.77, "y": 0.375 }, "kind": "metric", "text": "23M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0fa7a0ec-1a8c-4633-b74c-e82cd8f2d767", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.54, "y": 0.375 }, "kind": "metric", "text": "3M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18c2d3ba-56e5-4551-8760-b91c76286019", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.3, "y": 0.375 }, "kind": "metric", "text": "3M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cfcc9815-c622-492a-b373-3fafc8c6db92", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.07, "y": 0.375 }, "kind": "metric", "text": "2M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8e0b1ef-9b51-4a9b-ae74-41e5b111e6bd", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Monthly Actives: 23M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-3815b884ec34", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.3, "y": 0.535 }, "kind": "paragraph", "text": "Cash App Pay Monthly Actives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "007ee652-20a5-47fc-a9c3-cebd1212f9ef", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.54, "y": 0.535 }, "kind": "paragraph", "text": "Cash App Borrow Monthly Actives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c581a92-2050-4893-a473-6f7140f0dd30", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.07, "y": 0.535 }, "kind": "paragraph", "text": "Paycheck Deposit Monthly Actives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57bd4c56-f47b-45d1-8fda-11ec5df7f5da", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.77, "y": 0.535 }, "kind": "paragraph", "text": "Cash App Card Monthly Actives", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "67a811c6-d240-47e5-8711-634d234af109", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.45, "x": 0.03, "y": 0.86 }, "kind": "source-note", "text": "Data as of December 2023. Please see Appendix for a definition of Cash App actives.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2692666c-ca5d-4bf1-9118-3d7c5b9e5d98", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Actives Scale Across Cash App Product Areas", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.672+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c13b9482-b47d-4e93-a83f-f0763066b1ea", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "analysis", "title": "The slide uses a teal background container to group four key metrics related to risk and customer loyalty.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 7, "textChars": 406, "nDataPoints": 4, "notes": "The slide uses a teal background container to group four key metrics related to risk and customer loyalty.", "elementsJson": [ "headline_text", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:58.986+00", "seconds": 6.05, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/33", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-33", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.7, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "Data for the quarter ending December 31, 2023. Afterpay installments paid on time are relatively consistent by region as on a global basis.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "696db55f-1c3b-46fa-bcbc-b89308752554", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.08, "y": 0.45 }, "kind": "metric", "text": "1% risk loss on Afterpay consumer receivables", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "76be5e03-a60f-42d6-bc22-df975a7762df", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.53, "y": 0.45 }, "kind": "metric", "text": "96% of all installments were paid on time", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dad98bb0-5924-4874-a4f7-dd55b8e4e09a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.76, "y": 0.45 }, "kind": "metric", "text": "98% of all purchases incurred no late fees", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea6b3e5a-e160-40d1-925b-e2407419b76c", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.3, "y": 0.45 }, "kind": "metric", "text": ">95% of Afterpay GMV comes from returning customers", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f3a8793d-5cba-488b-ac31-b9c3bf87c7de", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "on-time payments: 96%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-4a55a428a747", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.35, "x": 0.03, "y": 0.13 }, "kind": "title", "text": "We focus on driving healthy consumer behavior and repeat engagement", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.986+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "77fadd33-8c9e-4f29-90f4-e435a1e38451", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 34, "type": "analysis", "title": "The slide uses a simple two-column metric layout to highlight year-over-year growth.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "balanced", "densityScore": 47, "componentCount": 7, "textChars": 256, "nDataPoints": 4, "notes": "The slide uses a simple two-column metric layout to highlight year-over-year growth.", "elementsJson": [ "headline_text", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.957+00", "seconds": 2.991, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/34", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-34", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.03, "w": 0.75, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "\"Afterpay active consumers\" and \"Afterpay active sellers\" are as of December 31, 2023. Please see Appendix for more detailed definitions of each.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "831b89ab-6352-425f-ad23-a9373ce1f01b", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.23, "y": 0.46 }, "kind": "metric", "text": "24M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "684d7c1c-52f9-4e86-9df6-03791797b0ee", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.1, "x": 0.61, "y": 0.46 }, "kind": "metric", "text": "348K", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d153d42-dacd-441a-af20-a34b988ade9b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Active users: 24M", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-9e029174bbab", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.21, "y": 0.58 }, "kind": "paragraph", "text": "Afterpay active consumers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4997a739-cce0-488a-a695-0b10dba2f747", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.15, "x": 0.61, "y": 0.58 }, "kind": "paragraph", "text": "Afterpay active sellers", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd9a8c9e-940e-4000-a63d-27e81bf660d8", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.3, "x": 0.05, "y": 0.13 }, "kind": "title", "text": "Growing global consumer and seller base", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.957+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb8f7a6c-9f21-4be5-af5b-94feb4659d6d", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "appendix", "function": "appendix", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 1, "componentCount": 2, "textChars": 13, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.24+00", "seconds": 2.138, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/35", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-35", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.04, "x": 0.027, "y": 0.018 }, "kind": "paragraph", "text": "BLOCK", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a03ab84-bd55-44f8-9775-0801df35f945", "parentComponentId": null }, { "bbox": { "h": 0.115, "w": 0.333, "x": 0.027, "y": 0.485 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.24+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "43b3ea0b-964b-4e61-ac2d-cd5b8b35eab5", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 36, "type": "analysis", "title": "Mentions 'Rule of 29' as a benchmark from 2023.", "function": "summarize", "rawType": "financial_analysis", "block": null, "metadata": { "slideType": "financial_analysis", "slideTypeCanon": { "name": "Financial analysis", "slug": "financial_analysis", "status": "active", "canonId": "019de52d-0b45-709c-bfcc-0cf83dd00f13", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 83, "componentCount": 9, "textChars": 1066, "nDataPoints": 6, "notes": "Mentions 'Rule of 29' as a benchmark from 2023.", "elementsJson": [ "headline_text", "callout_box", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.192+00", "seconds": 3.009, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/36", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-36", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Our primary objective in 2024 is to deliver an improvement from the Rule of 29 we achieved in 2023, on a combined company basis.", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:00+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-606f73630d4d", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.86 }, "kind": "disclaimer", "text": "We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP metrics, including Adjusted EBITDA, and Adjusted Operating Income (Loss), or GAAP reconciliations of any of the aforementioned...", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4caa0d4e-91a4-4de8-8c2f-edd9cfa570a6", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.22, "y": 0.45 }, "kind": "metric", "text": "≥ 15%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d68ba91-d7ec-4850-a776-06d6c5f0785d", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.25, "x": 0.53, "y": 0.45 }, "kind": "metric", "text": "≥ 13%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": null, "subkind": { "name": "Big number", "slug": "big-number", "status": "active", "canonId": "019de52c-fc70-70c8-b965-0584548a9204", "version": 1, "description": null }, "framework": null }, "subkind": "big-number", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e469715a-fd15-412f-a60a-4527e76a0fb1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit Growth: 15%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:00+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-6624ea4c5390", "parentComponentId": null }, { "bbox": { "h": 0.22, "w": 0.9, "x": 0.05, "y": 0.17 }, "kind": "paragraph", "text": "Our primary objective in 2024 is to deliver an improvement from the Rule of 29 we achieved in 2023, on a combined company basis. To achieve this, we have put forward an initial guidance that we intend to exceed, by at least one point of outperformance during the year, either on gross profit growth or Adjusted Operating Income margin, or both. Our initial 2024 guidance calls for gross profit of at least $8.65 billion, up at least 15% year over year. For Adjusted Operating Income we expect at least $1.15 billion, for a 13% margin. For Adjusted EBITDA we expect at least $2.63 billion, for a 30% margin.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bf32bdf-30de-4f38-a404-bd6e17182d7b", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.22, "y": 0.73 }, "kind": "subtitle", "text": "Gross Profit Growth", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0534e385-5bed-456f-9208-587f6c2924e5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.53, "y": 0.73 }, "kind": "subtitle", "text": "Adjusted Operating Income Margin", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cd6b167-cddb-489c-902d-f5dc16290c78", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.27, "x": 0.05, "y": 0.11 }, "kind": "title", "text": "2024 Full Year Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.192+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2d492936-938d-4fdf-9aa2-aeca997277a3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 37, "type": "analysis", "title": "Includes a standard financial disclaimer regarding non-GAAP metrics at the bottom.", "function": "summarize", "rawType": "data_table", "block": null, "metadata": { "slideType": "data_table", "slideTypeCanon": { "name": "Data table", "slug": "data_table", "status": "active", "canonId": "019de52d-0bbd-71b9-9918-417f904abbf8", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 6, "textChars": 592, "nDataPoints": 8, "notes": "Includes a standard financial disclaimer regarding non-GAAP metrics at the bottom.", "elementsJson": [ "headline_text", "paragraph", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.718+00", "seconds": 2.313, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/37", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-37", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "In the first quarter of 2024, we expect to deliver $2.00 billion to $2.02 billion of gross profit and $225 million to $245 million of Adjusted Operating Income", "attrs": null, "canon": { "kind": { "name": "Callout", "slug": "callout", "status": "active", "canonId": "019de52c-f8d3-761a-8953-7d37080de5e2", "version": 1, "description": "Highlighted callout box." }, "tool": { "name": "Visual emphasis", "slug": "visual-emphasis", "status": "active", "bestFor": null, "canonId": "019dd9e1-474b-736b-a8eb-a794dd88241c", "version": 1, "bodyDocId": null, "description": "Drawing the eye to one element above the rest of the slide.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-77cf44505a54", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.83 }, "kind": "disclaimer", "text": "We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP metrics... material changes to reconciling items could have a significant effect on future GAAP results.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.718+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "da6ed919-9400-4ee2-b071-33ba41cbeb18", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit: $2.00 billion", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:09:58+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b672-79b45ab80933", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.15 }, "kind": "paragraph", "text": "In the first quarter of 2024, we expect to deliver $2.00 billion to $2.02 billion of gross profit and $225 million to $245 million of Adjusted Operating Income", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.718+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c672636-5573-421a-add6-40497819f3a0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.8, "x": 0.1, "y": 0.28 }, "kind": "table", "text": "Q1 2024 financial guidance table", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.718+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34f02d91-517c-4597-b6fb-6b42eb21602e", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Q1 2024 Guidance", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.718+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7ca9394a-8241-480c-a1fb-ddd0464f3ac4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 38, "type": "appendix", "function": "appendix", "rawType": "appendix_methodology", "block": null, "metadata": { "slideType": "appendix_methodology", "slideTypeCanon": { "name": "Appendix methodology", "slug": "appendix_methodology", "status": "active", "canonId": "019de52d-07d9-726c-8599-167f2d2ffaa7", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 13, "componentCount": 3, "textChars": 220, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:55.956+00", "seconds": 1.843, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/38", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-38", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.42, "x": 0.51, "y": 0.2 }, "kind": "list", "text": "Slide 11: Community (P2P), Financial Services, and Bitcoin (Consumer Trading) gross profit opportunity methodologies.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2e8ca390-9b9d-4319-9586-fb98978f2285", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.42, "x": 0.07, "y": 0.2 }, "kind": "list", "text": "Slide 8: U.S. Commerce, U.S. Banking, and International gross profit opportunity methodologies.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b2776dea-5825-4023-b817-1644724f4b66", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.13, "x": 0.07, "y": 0.11 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:55.956+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dc8fee6-9fd0-45fc-b4b0-8df2a2fd5bb2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 39, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 10, "componentCount": 2, "textChars": 234, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.473+00", "seconds": 2.36, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/39", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-39", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.19 }, "kind": "list", "text": "Slide 19: Square \"gross profit retention\" definition. Slide 24: \"Transacting active\", \"Inflows per transacting active\", and \"monetization rate\" definitions. Slide 25: Cash App \"cohort\" and \"gross profit retention\" definitions.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.473+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d1aaa5e-df34-45a9-807f-28d459b74e15", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.13, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.473+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b705d61-a6bd-434b-bacc-6762c93f9448", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 40, "type": "appendix", "function": "appendix", "rawType": "appendix_disclosure", "block": null, "metadata": { "slideType": "appendix_disclosure", "slideTypeCanon": { "name": "Appendix disclosure", "slug": "appendix_disclosure", "status": "active", "canonId": "019de52d-07b2-7549-8e8b-932a19f6e616", "version": 1, "description": null }, "function": "appendix", "functionCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-138d-750b-83c3-49b4bc7a7a38", "version": 1, "description": null }, "density": "sparse", "densityScore": 15, "componentCount": 3, "textChars": 258, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.152+00", "seconds": 2.024, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/40", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-40", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.33, "x": 0.03, "y": 0.25 }, "kind": "list", "text": "\"Afterpay active sellers\" are defined as having processed at least one transaction in the last 12 months and is measured on a per channel basis. \"Afterpay active consumers\" are defined as having transacted at least once in the last 12 months.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d6823124-c1d2-4d13-821f-94a441e7cafc", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.06, "x": 0.03, "y": 0.2 }, "kind": "paragraph", "text": "Slide 34", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "860ceda1-a92e-4325-8f9f-c90eb807a156", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.13, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.152+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6216e18c-8f78-42f0-a039-89ebf6026aca", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 41, "type": "analysis", "title": "The table provides a bridge between GAAP Net Income and non-GAAP Adjusted EBITDA, detailing various adjustments like share-based compensation, depreciation, and", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "sparse", "densityScore": 24, "componentCount": 4, "textChars": 150, "nDataPoints": 75, "notes": "The table provides a bridge between GAAP Net Income and non-GAAP Adjusted EBITDA, detailing various adjustments like share-based compensation, depreciation, and impairment charges.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.772+00", "seconds": 2.526, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/41", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-41", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 1,792,420", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-f8a632fee851", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.03, "y": 0.17 }, "kind": "subtitle", "text": "Adjusted EBITDA (in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.772+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6041863-3650-43ae-90b2-373137c4c731", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.94, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Reconciliation table of Net Income to Adjusted EBITDA for 2019-2023", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.772+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e409832-a592-4eaa-bae2-736d7aca93ae", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Reconciliations (unaudited)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.772+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60bf2578-ecb0-4a75-bd91-f3fbfa591535", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 42, "type": "analysis", "title": "The table adjusts GAAP operating income for non-cash and non-recurring items like amortization, impairment, and restructuring costs.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 194, "nDataPoints": 40, "notes": "The table adjusts GAAP operating income for non-cash and non-recurring items like amortization, impairment, and restructuring costs.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:56.458+00", "seconds": 2.02, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/42", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-42", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted Operating Income: 351,351", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-a1e892d00258", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.03, "y": 0.17 }, "kind": "subtitle", "text": "Adjusted Operating Income (in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.458+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c9df4744-d5c0-408a-8e5e-449ca22dc081", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.75, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Reconciliation table showing Operating income (loss) and various adjustments across 2019-2023", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.458+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94f08403-6ab0-4908-9a56-e7c37b8288f2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Reconciliations (unaudited)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:56.458+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "943b1473-00ac-4680-bae2-fc18e85f529a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 43, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 32, "componentCount": 4, "textChars": 384, "nDataPoints": 15, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.102+00", "seconds": 2.586, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/43", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-43", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Square Gross Profit: $827,491", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-eeef6ac9598a", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.03, "y": 0.17 }, "kind": "subtitle", "text": "Square Gross Profit Ex-PPP (in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "78d40e12-4786-4f3b-bf37-a1e5e5f3094f", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.78, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Square gross profit (GAAP) 827,717 703,103 657,293 427,031 378,831 Less: gross profit from Paycheck Protection Program (PPP) loan forgiveness 226 2,094 58,622 2,369 - Square gross profit excluding Paycheck Protection Program (PPP) loan forgiveness 827,491 701,009 598,671 424,662 378,831", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a269edd-a34a-430b-a134-6c2ab98e8733", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Reconciliations (unaudited)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.102+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f81288d-ecaa-43d8-8524-3dd217284389", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 44, "type": "analysis", "title": "The table reconciles GAAP gross profit by subtracting U.S. gross profit to arrive at International gross profit.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 31, "componentCount": 4, "textChars": 358, "nDataPoints": 15, "notes": "The table reconciles GAAP gross profit by subtracting U.S. gross profit to arrive at International gross profit.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.344+00", "seconds": 2.816, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/44", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-44", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "International Gross Profit: $106,200", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-4d729d979570", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.03, "y": 0.17 }, "kind": "subtitle", "text": "Square International Gross Profit (in thousands)", "attrs": null, "canon": { "kind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "82d821ee-2793-42e7-8f16-c6131385a3ce", "version": 1, "description": "Header-zone supporting text near the title (= ex body.description with bbox)." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.344+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0398375-f792-4220-9748-8adb7161e8c9", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.75, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Square gross profit (GAAP) | 827,717 | 703,103 | 657,293 | 427,031 | 378,831\nLess: Square gross profit - U.S. | 721,517 | 619,917 | 595,182 | 388,348 | 355,370\nTotal Square gross profit - International | 106,200 | 83,186 | 62,111 | 38,683 | 23,461", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.344+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23965dd2-7880-46ee-8c82-5f06a08d4a00", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Reconciliations (unaudited)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.344+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ab62a17-7a6a-4900-a0ba-18986cca8adb", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 45, "type": "analysis", "title": "The table reconciles total banking gross profit by subtracting PPP loan forgiveness amounts.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 27, "componentCount": 4, "textChars": 278, "nDataPoints": 15, "notes": "The table reconciles total banking gross profit by subtracting PPP loan forgiveness amounts.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.147+00", "seconds": 2.617, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/45", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-45", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Gross Profit: 190,148", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-e31bc0bbd9a3", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Square Gross Profit from Banking ex-PPP (in thousands)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a6ceb1ac-f102-4b90-b784-ad53dda96929", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.78, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Reconciliation table showing Square gross profit from Banking, less PPP loan forgiveness, resulting in Square banking gross profit excluding PPP loan forgiveness for 2019-2023.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54d775c1-1cc0-41db-9b26-88cc0a6cf249", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Reconciliations (unaudited)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.147+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0c6989ab-9bee-4375-ac64-91d79fae7bf7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 46, "type": "analysis", "title": "The table compares gross profit, operating loss, net loss, adjusted operating income, and adjusted EBITDA margins.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 236, "nDataPoints": 20, "notes": "The table compares gross profit, operating loss, net loss, adjusted operating income, and adjusted EBITDA margins.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.611+00", "seconds": 4.815, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/46", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-46", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 1,792,420", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-315d2c5155f3", "parentComponentId": null }, { "bbox": { "h": 0.4, "w": 0.75, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Financial data table comparing 2023 and 2022 metrics including Gross profit, Operating loss, Net loss, Adjusted Operating Income, and Adjusted EBITDA.", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d07dc29-d0c3-4d6f-9e2f-7f44a1edd104", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Reconciliations (unaudited)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "29c1ac69-8fe2-4e71-be22-2124b8e312dd", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.03, "y": 0.17 }, "kind": "title", "text": "Key Metric Margins (in thousands)", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Subtitle", "slug": "subtitle", "status": "active", "canonId": "019de52c-fb09-739d-900c-815b0d9ac526", "version": 1, "description": null }, "framework": null }, "subkind": "subtitle", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.611+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6dab8467-6dfa-403e-8f19-94162766a712", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 47, "type": "analysis", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 25, "componentCount": 4, "textChars": 215, "nDataPoints": 15, "notes": null, "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.499+00", "seconds": 2.679, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-84ed6fa83c7f/47", "deck": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f#slide-47", "deckJson": "/decks/019dd923-5efe-75c0-8dff-84ed6fa83c7f.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Square gross profit excluding hardware: 3,239,396", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-23c29ef8bf09", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.28, "x": 0.03, "y": 0.18 }, "kind": "paragraph", "text": "Square gross profit excluding hardware (in thousands)", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.499+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7f02caf8-9979-4f2d-a8b5-a95eacfe2ea3", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.94, "x": 0.03, "y": 0.35 }, "kind": "table", "text": "Table showing Square gross profit, hardware contribution, and adjusted gross profit from 2019-2023", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.499+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "50f1bbe4-4004-46fe-bbe5-133756a70b9f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.18, "x": 0.03, "y": 0.12 }, "kind": "title", "text": "Reconciliations", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.499+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "855df739-b243-41c5-8896-401ec5e91319", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [], "loops": [] }