{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5efe-75c0-8dff-8a9bdcffc402", "slug": "b677799e6286dc83", "title": "2024 Q1 Investor Presentation", "subtitle": "Block", "author": "Block", "pageCount": 45, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.777, "document": { "id": "019dd923-5efe-75c0-8dff-8a9bdcffc402", "slug": "b677799e6286dc83", "title": "2024 Q1 Investor Presentation", "rawTitle": "2024 Q1 Investor Presentation", "authorId": "Block", "authorName": "Block", "authorDisplay": "Block", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2024-Q1-Investor-Presentation.pdf", "sourceUrl": "https://investors.block.xyz", "sourceDate": "2024-03-31 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:13+00", "status": "ready", "pageCount": 45, "orientation": "landscape", "aspectRatio": 1.777, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/b677799e6286dc83", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 45, "pagesIndexed": 45, "pagesWithImages": 45, "pagesWithMetadata": 45, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 254, "chartCount": 25, "metricSlides": 0, "toolMatches": 8, "documentToolMatches": 0, "frameworkMatches": 7, "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": "5e80704d-cd4d-40dd-a031-35d7164cba9d", "evidence": "Stacked bar chart showing gross profit by segment over 5 quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:55.80385+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": "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": "c8ce6043-f0e5-4825-b266-29c7e599837a", "evidence": "MARKET OPPORTUNITY", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:55.963274+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "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": "7ce1ad8c-75ba-46d0-ab4c-048c116329f0", "evidence": "Stacked bar chart showing gross profit composition by product area", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:48.766883+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 16, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b5f25472-ef73-49d8-8ba4-d3b7b548df39", "evidence": "Reconciliation table of Net Income to Adjusted EBITDA across five quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.463447+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "118b48e3-a716-4446-9657-7b311bda8296", "evidence": "Reconciliation table with rows for Operating income, Amortization, Acquisition costs, Restructuring charges, Share-based compensation, Goodwill impairment, and columns for five quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.558207+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "14abae71-e546-47d0-8e12-c3d3d8bfe581", "evidence": "Square gross profit (GAAP) | 820,272 | 691,562 | 615,080 | 468,016 | 355,769 Less: gross profit from Paycheck Protection Program (PPP) loan forgiveness", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.648385+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4f9421c3-b11a-472f-953b-2132d0fb7bda", "evidence": "Square gross profit from Banking, Less: gross profit from PPP loan forgiveness, Square banking gross profit excluding PPP loan forgiveness", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.743229+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cdb8e66c-bfed-4476-9340-a36876c84b2b", "evidence": "Gross profit $ 2,094,473; Gross profit change (%) YoY 22%; Operating income (loss) 249,743; Operating income (loss) margin (%) of gross profit 12%; Net income (loss) attributable to common stockholders 472,00", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.832921+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "6d504f29-8ee9-4b98-89d4-daaf5d2ce89f", "evidence": "Visual representation of TAM expansion over time", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:02.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 7, "frameworkName": "market-sizing" }, { "matchId": "52654a87-653c-4bcc-b6c7-1ac3537657a3", "evidence": "Breakdown of total addressable market into segments", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "market-sizing" }, { "matchId": "d0853626-7603-417a-93fd-0a779e5a3050", "evidence": "The slide segments the U.S. population by generation (Gen Z, Millennials, Gen X, Boomers) to analyze market opportunity.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:04.351+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "audience-segmentation" }, { "matchId": "666a6b14-ec37-446a-b5b2-dd5d1b6d663a", "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "frameworkName": "audience-segmentation" }, { "matchId": "d9b933c3-1ee8-49a8-8452-bcc710d57b07", "evidence": "Breakdown of total market volume by industry segments", "framework": null, "confidence": 0.6, "extraction": { "at": "2026-05-02 17:20:06.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "market-segmentation-pyramid" }, { "matchId": "eb85bb7f-53a9-411c-a860-0b67c80e03c8", "evidence": "The diagram depicts a circular or flow-based ecosystem model where inflows and outflows sustain the balance.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 17:20:04.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 23, "frameworkName": "flywheel" }, { "matchId": "a48c0376-7f39-4717-8219-857437164af0", "evidence": "The slide presents a multiplicative formula to explain the drivers of gross profit.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "causal-chain" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 12:54:34.547+00", "subScores": { "scqa_arc": 62, "action_titles": 72, "mece_structure": 67, "closing_strength": 52, "evidence_quality": 85, "clarity_of_thesis": 62, "production_quality": 81, "visual_storytelling": 80 }, "totalScore": 70, "coveragePct": 100, "explanations": { "scqa_arc": "A rough Situation-Complication-Answer flow is visible across Slides 3-13 and 15-36, but the central question is implied rather than framed and the middle reads more like sequential proof points than a tightly managed SCQA arc.", "action_titles": "Many titles are insight-bearing, especially Slide 8, \"Square represents a ~$130B gross profit opportunity,\" but repeated topic labels like Slides 15-17 dilute the density.", "mece_structure": "The deck has a logical sequence from performance to market opportunity to Square, Cash App, guidance, and appendix, but the opportunity and ecosystem sections overlap and Afterpay appears late without a clean structural home.", "closing_strength": "Slides 35-36 provide financial guidance, but the main deck stops without a synthesized recommendation, investor call to action, or next-step agenda before the appendix.", "evidence_quality": "Claims are strongly supported by data, charts, footnotes, and appendix methodology, especially Slides 7-13, 19, 24-31, and 38-45.", "clarity_of_thesis": "The first five slides establish growth and profitability themes through Slides 3-5, but they do not state one declarative investment thesis tying the later market, ecosystem, and guidance sections together.", "production_quality": "Branding, chart discipline, footnotes, and appendix reconciliations are professional, but duplicated title/action-title treatment, dense pages, and topic-label slides keep it below exemplary.", "visual_storytelling": "The deck usually matches message to format with TAM diagrams on Slides 7-11, cohort and retention charts on Slides 19 and 30, and big-number KPI slides on Slides 32-34, though Slide 30 is noted as overcrowded." }, "slidesAnalyzed": 45 }, "review": { "backend": null, "verdict": "This is a solid public-company investor deck with strong metric storytelling, but as a Storymakers exemplar it is good rather than great because its proof is clearer than its narrative spine.", "reviewedAt": "2026-05-01 21:59:12.601+00", "slidesSeen": 45, "suggestions": [ "Add an answer-first thesis after the disclaimer, e.g. that Block is pairing 20%+ gross profit growth with margin expansion because Square and Cash App remain materially underpenetrated.", "Rewrite section dividers as argument pillars, such as \"Large underpenetrated markets remain,\" \"Square growth is driven by deeper ecosystem adoption,\" and \"Cash App engagement converts into higher inflows and monetization.\"", "Insert a one-slide synthesis before the appendix that ties slides 3-36 into the investor takeaway and makes the 2024 guidance feel like the conclusion rather than another disclosure.", "Tighten weaker titles by adding the so-what and metric, especially for slides 4-5, 15, 20, 21, and 32." ], "closingScore": 58, "openingScore": 74, "topStrengths": [ "Slides 3-5 quickly establish the core investor proof: Block is growing at scale while profitability is improving.", "Slides 7-13 quantify market headroom with concrete TAM and penetration figures for both Square and Cash App.", "Slides 24-31 connect Cash App's operating model, engagement, inflows, product adoption, and retention into a coherent metric chain." ], "topWeaknesses": [ "The deck lacks a single answer-first thesis slide that binds growth, profitability, low penetration, and guidance into one investment argument.", "Section dividers on slides 6, 14, and 22 are topic labels rather than MECE claims, which makes the middle feel like a catalog of proof points.", "The main story ends on guidance slides 35-36 without a memorable synthesis or call to action before the appendix starts on slide 37.", "Several action titles understate the insight, especially slides 15, 20, and 21, which use labels instead of conclusions." ], "narrativeScore": 72, "pillarCritique": "The section dividers on slides 6, 14, and 22 are clean and mostly MECE at a business-topic level: market opportunity, Square ecosystem, and Cash App ecosystem. They read more like topic containers than argument pillars, so the audience has to infer the governing logic inside each section.", "closingCritique": "Excluding the appendix, the last five main slides (32-36) move from product scale and Afterpay proof into 2024 and Q2 guidance, which is credible for investors but not memorable as a story close. There is no explicit call to action or synthesis slide before the appendix begins on slide 37.", "openingCritique": "The first five slides get to the answer reasonably fast: slide 3 establishes growth at scale and slides 4-5 add improving profitability. The hook is metric-led rather than narrative-led, with stakes and why-now mostly implied instead of explicitly stated.", "extractionSeconds": 68.363, "narrativeCritique": "The deck has a recognizable setup (slides 3-5: growth and profitability), tension (slides 6-13: large underpenetrated markets), analysis (slides 14-34: Square, Cash App, and Afterpay proof), and resolution (slides 35-36: guidance). It is still more investor proof stack than full SCQA story because it never frames a central question or decision, and it lacks a synthesized investment takeaway before the appendix.", "titleQualityScore": 78, "titleQualityCritique": "Many titles are declarative and metric-backed, such as slide 7, \"We have expanded our addressable market over time and are less than 5% penetrated,\" and slide 27, \"Total inflows have increased 22% year-over-year.\" The quality is diluted by topic labels such as slide 15, \"The Square solution,\" slide 20, \"Global expansion,\" and the repeated \"Focus on improving profitability\" on slides 4-5." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/E34aY9JByDibKVFBrQ9tVmnAqq77XcZbJQ84ZWjl9pQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNjc3Nzk5ZTYyODZkYzgzL3AwMDEuanBn", "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": [ "headline_text", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.101+00", "seconds": 1.896, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/1", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-1", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.06, "x": 0.06, "y": 0.06 }, "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 17:20:01.101+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37cdb647-5d31-425c-a2b4-38ff77deb935", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.06, "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 17:20:01.101+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63597a2d-88a3-43f0-bbee-085c97aed77b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.06, "y": 0.53 }, "kind": "paragraph", "text": "Q1 2024", "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 17:20:01.101+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cd3ecedd-49ec-4fc5-80d8-7aed7c956f17", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.4, "x": 0.06, "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 17:20:01.101+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0134ad39-d251-43a7-8cea-fb99263d74f9", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/aIJDn_-tZ23xsk-jf0HSKmTAX5GKEVCzsk7fsNSsBLQ/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNjc3Nzk5ZTYyODZkYzgzL3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/pdsPb_QIM0Is_iiA3wWipj516a5qi_5xNU_7qjjhY24/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNjc3Nzk5ZTYyODZkYzgzL3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/yyjjeTP8iiRBLl6cYLE_lAFBZW0snvoufqRcFyEjQ8Y/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNjc3Nzk5ZTYyODZkYzgzL3AwMDEucG5n" }, { "page": 2, "type": "setup", "function": "front_matter", "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": "front_matter", "functionCanon": { "name": "Front matter", "slug": "front_matter", "status": "active", "canonId": "019de52d-133d-73f0-9e26-201eda96b098", "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 17:20:02.513+00", "seconds": 3.261, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/2", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-2", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.35, "w": 0.9, "x": 0.05, "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 17:20:02.513+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4a7815f5-9922-4de0-9639-782293e8b22a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "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 17:20:02.513+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c609f983-a321-4133-a11e-188f70d93272", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.9, "x": 0.05, "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 17:20:02.513+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8bac2d6-8605-4f35-9160-f1b12c0c03b4", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.16, "x": 0.05, "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 17:20:02.513+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23eeec96-07e7-47dd-976c-dd3329284ead", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.28, "x": 0.05, "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 17:20:02.513+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53ec994a-e154-429b-a697-efb575a05aac", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.23, "x": 0.05, "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 17:20:02.513+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7da431f6-e538-4c28-836a-ddfb87a6f704", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 3, "type": "analysis", "title": "The chart highlights a 22% year-over-year growth rate between Q1 2023 and Q1 2024.", "function": "analyze_data", "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": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "dense", "densityScore": 60, "componentCount": 7, "textChars": 506, "nDataPoints": 15, "notes": "The chart highlights a 22% year-over-year growth rate between Q1 2023 and Q1 2024.", "elementsJson": [ "headline_text", "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.692+00", "seconds": 2.399, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/3", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-3", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Strong year-over-year gross profit growth and 22% 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": { "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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-26e3de001dbe", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.63, "x": 0.12, "y": 0.28 }, "kind": "chart", "text": "Stacked bar chart showing gross profit by segment over 5 quarters", "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 17:20:01.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dace2c17-3f52-424b-8b6d-aff61df1ead1", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.96, "x": 0.02, "y": 0.81 }, "kind": "disclaimer", "text": "Please see Appendix for non-GAAP reconciliations. Corporate & Other includes primarily emerging initiatives and intersegment eliminations. In the fourth quarter of 2023, we began reporting the financial results of our BNPL platform fully within Cash App.", "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 17:20:01.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21e9423f-011d-4e8f-bd3b-a4c4fe4f2dd5", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.78, "y": 0.58 }, "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 17:20:01.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "139ccb50-eea1-4cf1-aca4-88fdacc0acf9", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: 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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-2818c94e8b48", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.02, "y": 0.18 }, "kind": "title", "text": "Strong year-over-year gross profit growth and 22% YoY Growth", "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": "Action title", "slug": "action-title", "status": "active", "canonId": "019de52c-fb31-734c-a0f5-a3935b73135d", "version": 1, "description": null }, "framework": null }, "subkind": "action-title", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:01.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3f425daf-60d1-4135-ba73-bbe05326f3df", "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 17:20:01.692+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca5ab8cf-1f8e-42ca-83f3-a80a4f5dfee5", "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": "5e80704d-cd4d-40dd-a031-35d7164cba9d", "evidence": "Stacked bar chart showing gross profit by segment over 5 quarters", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:55.80385+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 includes a disclaimer regarding accounting changes for bitcoin investments.", "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": 47, "componentCount": 5, "textChars": 617, "nDataPoints": 10, "notes": "The slide includes a disclaimer regarding accounting changes for bitcoin investments.", "elementsJson": [ "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.481+00", "seconds": 2.165, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/4", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-4", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.4, "x": 0.55, "y": 0.22 }, "kind": "chart", "text": "Net Income (Loss) chart", "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 17:20:01.481+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "442b6c59-a644-4fb1-baa1-8b398c1e9bf0", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.03, "y": 0.22 }, "kind": "chart", "text": "Operating Income (Loss) chart", "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 17:20:01.481+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d38db592-7d3b-4c31-b9b1-c4fb7814e23b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.85 }, "kind": "disclaimer", "text": "Margins above are all calculated as a percent of gross profit. The 2023 quarterly results have been revised from the previously reported amounts to reflect the impact of the remeasurement of bitcoin investment in each period, pursuant to the Company's early adoption of ASU No. 2023-08, Accounting for and Disclosure of Crypto Assets (\"ASU 2023-08\"), in 2023, using the modified retrospective approach. In the first quarter of 2024, net income included a remeasurement gain on our bitcoin investment of $233 million.", "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 17:20:01.481+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba095d4e-e9e9-46ff-8bc1-5f4bb62b586f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Net Income: $472M", "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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-cbba1aeac2e0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.35, "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 17:20:01.481+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a57d5ef-2657-4005-9428-4dab9853a518", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 5, "type": "analysis", "title": "The slide uses a gradient bar chart to visualize financial 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": 34, "componentCount": 5, "textChars": 310, "nDataPoints": 10, "notes": "The slide uses a gradient bar chart to visualize financial growth.", "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 17:20:04.428+00", "seconds": 4.827, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/5", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-5", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.4, "x": 0.05, "y": 0.25 }, "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 17:20:04.428+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "904b7578-553d-469c-a061-700b0c5973ca", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.4, "x": 0.55, "y": 0.25 }, "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 17:20:04.428+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c82b9969-8230-4d21-89c1-8f50249ca895", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "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": "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 17:20:04.428+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cdaba961-8a72-4bff-9308-5ffe153bbaf0", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: $705M", "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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-71b1f94cb0cb", "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 17:20:04.428+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d3753130-d6e3-4153-bea3-022ebf56fd1a", "parentComponentId": null } ], "metrics": [], "tools": [], "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 17:20:01.473+00", "seconds": 1.857, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/6", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-6", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "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 17:20:01.473+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "266a2a79-4662-4eb0-8541-e7cbed9932f5", "parentComponentId": null }, { "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 17:20:01.473+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7da4be41-9e2f-4616-ac6e-8cff70ebf2d9", "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 17:20:01.473+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37a2c9d1-6633-4967-a980-2c458f317a1c", "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": "c8ce6043-f0e5-4825-b266-29c7e599837a", "evidence": "MARKET OPPORTUNITY", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:55.963274+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 6, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "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": "dense", "densityScore": 51, "componentCount": 6, "textChars": 512, "nDataPoints": 9, "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 17:20:02.585+00", "seconds": 2.833, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/7", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-7", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We have expanded our addressable market over time and are less than 5% penetrated", "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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-00500f98c4ec", "parentComponentId": null }, { "bbox": { "h": 0.8, "w": 0.45, "x": 0.5, "y": 0.1 }, "kind": "diagram", "text": "Concentric circles for Square market expansion", "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 17:20:02.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "53658340-f234-45e7-8d7d-9a58e05b01c2", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.05, "y": 0.25 }, "kind": "diagram", "text": "Concentric circles for Cash App market expansion", "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 17:20:02.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "862a797f-bce8-4a73-af45-195255c909f1", "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. 2023 Addressable Market was sized on a gross profit basis, while 2020 and 2017 were sized based on the \"revenue opportunity.\"", "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 17:20:02.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1262f983-0451-4bf5-a661-48d7a2da03e6", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Addressable Market: $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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-0697e0a3dab3", "parentComponentId": null }, { "bbox": { "h": 0.15, "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", "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 17:20:02.585+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ebd24ae1-ffa8-43a1-af52-8a822252c106", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "6d504f29-8ee9-4b98-89d4-daaf5d2ce89f", "evidence": "Visual representation of TAM expansion over time", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:02.585+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 process-flow style diagram to show the additive nature of the market segments leading to the total opportunity.", "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": 61, "componentCount": 8, "textChars": 414, "nDataPoints": 4, "notes": "The slide uses a process-flow style diagram to show the additive nature of the market segments leading to the total opportunity.", "elementsJson": [ "headline_text", "process_diagram", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.065+00", "seconds": 6.205, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/8", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-8", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.3, "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 total.", "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b686b14-2abe-4be9-b450-3e2e8be6e741", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.78, "y": 0.38 }, "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01017c2b-926a-4025-a0a0-5b5d57a410e9", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "17d32201-f5f9-4c80-88ce-8a88008ade77", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9ae9c53b-19b4-4efe-b073-ff9bc7480bfc", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e618b466-aed7-4b77-8ae4-c731a95c0a12", "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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-88059aef9ea0", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4842e073-b080-47e8-a7f8-bdcf17ee7811", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.4, "x": 0.05, "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 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "16a1473d-bee9-4d0a-a20b-1566dbfb5a08", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "52654a87-653c-4bcc-b6c7-1ac3537657a3", "evidence": "Breakdown of total addressable market into segments", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:06.065+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "frameworkName": "market-sizing" } ], "arcBeats": [], "loops": [], "locked": true }, { "page": 9, "type": "resolution", "title": "The highlighted area covers segments from $250K to $100M in annual gross receipts.", "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": 49, "componentCount": 5, "textChars": 648, "nDataPoints": 15, "notes": "The highlighted area covers segments from $250K to $100M in annual gross receipts.", "elementsJson": [ "data_table", "callout_box" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.951+00", "seconds": 2.029, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/9", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-9", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-b2a7d3dacf24", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.82 }, "kind": "disclaimer", "text": "Sources: 2017 U.S. Census, U.S. Bureau of Labor Statistics. \"Seller Size\" is based on 2017 U.S. Census data... \"U.S. Gross Receipts\" opportunity is based on U.S. Census data as of 2017, adjusted for inflation through 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 17:20:01.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a72a256-07ac-49df-a377-039dbc3fb322", "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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-b4608d576a85", "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 17:20:01.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "462c874d-0312-45a8-8e54-bea0e522bb77", "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 17:20:01.951+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f292d350-82a1-490f-92ef-e4d34078e155", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 10, "type": "resolution", "title": "The slide uses pie charts to represent market share/penetration percentages.", "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": 56, "componentCount": 7, "textChars": 466, "nDataPoints": 3, "notes": "The slide uses pie charts to represent market share/penetration percentages.", "elementsJson": [ "headline_text", "pie_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:03.06+00", "seconds": 2.833, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/10", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-10", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.5, "w": 0.28, "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 17:20:03.06+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "68a53793-43f5-47a7-b89f-3b0b74e46d9d", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.25, "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 17:20:03.06+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8397df7b-bd45-4e22-b5cb-032200d633e2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.08, "y": 0.49 }, "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 17:20:03.06+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa630e7c-a52e-4413-a574-766f14bfd82d", "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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-4c82d6c1cda1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.03, "y": 0.29 }, "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 17:20:03.06+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e311327-22f4-4174-8d4c-befdf2a6c0f8", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.03, "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...", "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 17:20:03.06+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9498afdb-0a91-42fe-93e2-1f86b68e1fdf", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.03, "y": 0.13 }, "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 17:20:03.06+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7a17360f-eee4-45b9-b206-818443270fa2", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 11, "type": "resolution", "title": "The slide uses a process-flow style visual 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": 62, "componentCount": 8, "textChars": 434, "nDataPoints": 4, "notes": "The slide uses a process-flow style visual 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 17:20:04.602+00", "seconds": 3.501, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/11", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-11", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "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 total.", "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b35c0e4c-89da-4531-a610-0e779288316f", "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "061f23fd-8b80-4e90-a861-e446aeb2b2b1", "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c619d9a-f890-4f42-bb18-55a6fe9116d3", "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7cb57cc3-282a-4adb-b572-7808aa911d37", "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "86d8a870-549e-4488-a55f-8054538617ae", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "TAM: $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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b676-e85776208a17", "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ead61116-ced2-4474-87ea-69f0963e987b", "parentComponentId": null }, { "bbox": { "h": 0.08, "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 17:20:04.602+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ccec79ad-9829-4774-a100-c4fb3bf35def", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 12, "type": "resolution", "title": "The table highlights Gen Z and Millennials with a green background, emphasizing the 'digital natives' focus.", "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": 480, "nDataPoints": 20, "notes": "The table highlights Gen Z and Millennials with a green background, emphasizing the 'digital natives' focus.", "elementsJson": [ "headline_text", "data_table", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.351+00", "seconds": 3.115, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/12", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-12", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 03:10:12+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b67a-830e2998c1ab", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.86, "x": 0.07, "y": 0.83 }, "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 17:20:04.351+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e2f6f39-7217-40a9-8aef-0d9f6c4159ad", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.23, "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 17:20:04.351+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2130a57-cece-43a0-b550-1a8c743d2add", "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 03:10:12+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b67a-846d45ab280b", "parentComponentId": null }, { "bbox": { "h": 0.52, "w": 0.86, "x": 0.07, "y": 0.28 }, "kind": "table", "text": "Generation Z, Millennials, Generation X, Baby Boomers with associated population, age, income, and engagement 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 17:20:04.351+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "732d84ec-58e6-43b5-a0c1-3e079ac75b84", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.26, "x": 0.07, "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 17:20:04.351+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d52cc995-96c2-4d35-9a8e-399acbea77ba", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d0853626-7603-417a-93fd-0a779e5a3050", "evidence": "The slide segments the U.S. population by generation (Gen Z, Millennials, Gen X, Boomers) to analyze market opportunity.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:04.351+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 12, "frameworkName": "audience-segmentation" } ], "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": [ "headline_text", "pie_chart", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.243+00", "seconds": 2.822, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/13", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-13", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3cc95afc-5ce4-4e3b-9f2d-a7630cd52cc6", "parentComponentId": null }, { "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44cd2fbf-67bb-4dd7-8820-f3c1f7f1bb91", "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "85b81e15-b59b-478b-8667-bd5e8d3f4d32", "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e04e932e-462f-49fc-8953-27a4e073b513", "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 03:10:07+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-574c17efa4ed", "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4e3508f-668a-4f48-a99d-327bfc7a0c06", "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b9a4fc52-7f9b-49f2-a77a-5ddfe8fd17b8", "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 17:20:04.243+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18d5f8fc-f0ca-442a-9f61-e69a60ca6a17", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "666a6b14-ec37-446a-b5b2-dd5d1b6d663a", "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 17:20:04.243+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 17:20:03.04+00", "seconds": 1.611, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/14", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-14", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 17:20:03.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "19e8eca2-2dff-4b37-8083-102b3b1ffa2f", "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 17:20:03.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "476fcd65-d906-40b4-a476-1cf3198937b1", "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 17:20:03.04+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ecbd0957-40f9-443c-be15-6e7834483e91", "parentComponentId": null } ], "metrics": [], "tools": [], "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", "action_title", "subtitle_text", "screenshot", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:03.52+00", "seconds": 1.96, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/15", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-15", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 14:22:12+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-8f6e-7367-856f-07919b451059", "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 17:20:03.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5c041524-7ec2-42be-9df7-2818495c86e9", "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 17:20:03.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c0ab166-f154-4800-b7ba-bc7ac4703b25", "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 17:20:03.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "289a4b38-74dc-45b8-a4fe-26ea9c846ad5", "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 17:20:03.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23681b25-258e-45d7-a7f2-6c0d520c41da", "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 17:20:03.52+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "98bb0e39-17c2-4680-9cdf-69838b10c5cf", "parentComponentId": null } ], "metrics": [], "tools": [], "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": "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": 74, "componentCount": 8, "textChars": 719, "nDataPoints": 15, "notes": "The slide explicitly excludes hardware gross profit and PPP loan forgiveness from the calculations.", "elementsJson": [ "big_number", "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.035+00", "seconds": 2.465, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/16", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-16", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "~80% of gross profit in Q1 2024 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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-c0468716b66c", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.4, "x": 0.35, "y": 0.2 }, "kind": "chart", "text": "Stacked bar chart showing gross profit composition by product area (Banking, Software & Integrated Payments, Sidecar Payments) from Q1 2020 to Q1 2024.", "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 17:20:04.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "300ca8ca-de62-41a4-8f3b-7ecff342541a", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "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 17:20:04.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "23fa7b2d-eef3-4fbd-a58b-654b4ac232e3", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.8, "y": 0.6 }, "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 17:20:04.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8312e233-3088-4a17-8767-0aa704599218", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.08, "y": 0.4 }, "kind": "metric", "text": "~80%", "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 17:20:04.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3139a33b-cee1-4141-9ea0-870f7c1451d1", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit mix: ~80%", "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-c6f05f1be4ce", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.05, "y": 0.65 }, "kind": "paragraph", "text": "of gross profit in Q1 2024 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 17:20:04.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3a885f8b-de80-4593-a16a-35ffafdf1c9a", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.05, "y": 0.12 }, "kind": "title", "text": "Multi year transformation Gross 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 17:20:04.035+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "477ac545-4672-4969-a2a0-1df70a02a7c7", "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": "7ce1ad8c-75ba-46d0-ab4c-048c116329f0", "evidence": "Stacked bar chart showing gross profit composition by product area", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:48.766883+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 toward higher product adoption 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": 69, "componentCount": 8, "textChars": 532, "nDataPoints": 28, "notes": "The chart illustrates the 'ecosystem adoption' strategy, showing a clear trend toward higher product adoption over time.", "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 17:20:04.807+00", "seconds": 3.189, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/17", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-17", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 03:10:07+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-393ab841cd6b", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.5, "x": 0.35, "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 (100%)", "slug": "bar-stacked-100pct", "status": "active", "canonId": "019de52c-ff14-71b8-8d88-860f8d7da84b", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked-100pct", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:04.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "60707a06-3698-423c-abde-7e6ae8f5211e", "parentComponentId": null }, { "bbox": { "h": 0.25, "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 17:20:04.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a0fa45c-b5c9-4a80-8f6d-8ee34423f395", "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 03:10:07+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-3d2feddb6c32", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.05, "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 17:20:04.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4f01eb76-fe0a-499c-90ca-dbd7f1d6d35c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "source-note", "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": "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 17:20:04.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8e13697c-f9db-4d68-b44c-6468a49f0083", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.3, "x": 0.05, "y": 0.17 }, "kind": "subtitle", "text": "Gross profit mix by ecosystem adoption (# of monetized products that a seller uses)", "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 17:20:04.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "41fb0b22-56ec-4f46-8c3e-580ad4f18bb7", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.05, "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 17:20:04.807+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0507d9f9-0648-49f3-ac4a-c8e53cdeb6c3", "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": 29, "componentCount": 4, "textChars": 330, "nDataPoints": 7, "notes": null, "elementsJson": [ "headline_text", "pie_chart" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.506+00", "seconds": 4.881, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/18", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-18", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.35, "x": 0.575, "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 17:20:06.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1c7cf50f-53e8-484b-b9ee-970d35631234", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-b1a19f3807a0", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.07, "y": 0.29 }, "kind": "subtitle", "text": "% of Square Gross Payment Volume (GPV) by industry 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 17:20:06.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b4f082e-69a6-4d3b-8c0c-ba062d6505c2", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:06.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0324d099-b84d-4eb2-a325-62fb46a3d1fc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "d9b933c3-1ee8-49a8-8452-bcc710d57b07", "evidence": "Breakdown of total market volume by industry segments", "framework": null, "confidence": 0.6, "extraction": { "at": "2026-05-02 17:20:06.506+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 18, "frameworkName": "market-segmentation-pyramid" } ], "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": [ "bar_chart_stacked", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.572+00", "seconds": 2.836, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/19", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-19", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-1918a1988c46", "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 17:20:04.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2de5f85-cb38-4379-9c5d-2d51bbdef5ba", "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 17:20:04.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f7fe8269-63bf-4b49-9675-c4d6453a93ff", "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 17:20:04.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "70228256-be21-4a82-bafb-1e7ba756edf1", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-1ed12b92ffda", "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 17:20:04.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4fda603f-dcf4-46ea-adec-8f7146437d6d", "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 17:20:04.572+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aee58c10-6d3e-4b67-9637-0e0b3900b6bc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The slide highlights the increasing contribution of international markets to Square's overall 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": 59, "componentCount": 8, "textChars": 333, "nDataPoints": 10, "notes": "The slide highlights the increasing contribution of international markets to Square's overall 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 17:20:04.295+00", "seconds": 2.556, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/20", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-20", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-818925d34ec4", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.45, "x": 0.42, "y": 0.25 }, "kind": "chart", "text": "Bar chart showing international gross profit from Q1 2020 to Q1 2024", "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 17:20:04.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "25f36ced-3a62-437b-8650-516a4110e936", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.08, "y": 0.71 }, "kind": "legend", "text": "4 - year CAGR", "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 17:20:04.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93db6aa5-4073-4cd1-8155-7af77c9cc371", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.05, "y": 0.4 }, "kind": "metric", "text": ">45%", "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 17:20:04.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a38ce0e-2c94-4671-b80a-5c02f6087f2c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "International Gross Profit: >45%", "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-b677-849dc813b2f3", "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 17:20:04.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5150820-0fdc-47bb-a80f-57a399042c8e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.08, "x": 0.9, "y": 0.76 }, "kind": "source-note", "text": "% of Square Gross Profit", "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 17:20:04.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "36e0cb28-ac0a-4265-a86a-0b9e2a9c9aa6", "parentComponentId": null }, { "bbox": { "h": 0.03, "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 17:20:04.295+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "207ae8d1-e47c-45d7-82c4-1319521148dc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "type": "analysis", "title": "The slide defines mid-market sellers as those generating more than $500,000 in annualized GPV.", "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": 50, "componentCount": 7, "textChars": 273, "nDataPoints": 13, "notes": "The slide defines mid-market sellers as those generating more than $500,000 in annualized GPV.", "elementsJson": [ "big_number", "bar_chart_stacked", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.285+00", "seconds": 2.279, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/21", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-21", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "39% GPV from mid-market sellers in Q1 2024", "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 03:10:10+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-ef64e66ef720", "parentComponentId": null }, { "bbox": { "h": 0.55, "w": 0.47, "x": 0.33, "y": 0.22 }, "kind": "chart", "text": "GPV by seller size", "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 17:20:04.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6425cf4-767d-4262-89f5-14c6f2f75700", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.78, "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 17:20:04.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "30093620-4040-4074-81e8-ac16a005fb08", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.05, "y": 0.4 }, "kind": "metric", "text": "39%", "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 17:20:04.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "de947092-d67f-4b6e-9275-c9039900f883", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "GPV: 39%", "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 03:10:10+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-f3f12dee5461", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.22, "x": 0.03, "y": 0.71 }, "kind": "subtitle", "text": "GPV from mid-market sellers in Q1 2024", "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 17:20:04.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ea3ef407-989d-4d31-a514-a9e7bf8943f4", "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 17:20:04.285+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d24c86e4-e1bf-47a2-b640-1025ee2c89b5", "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": 6, "componentCount": 3, "textChars": 44, "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 17:20:06.91+00", "seconds": 4.617, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/22", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-22", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.015, "w": 0.035, "x": 0.031, "y": 0.021 }, "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 17:20:06.91+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3984df33-2788-47dd-a5ac-b3bccbebc8e4", "parentComponentId": null }, { "bbox": { "h": 0.015, "w": 0.108, "x": 0.203, "y": 0.021 }, "kind": "paragraph", "text": "CASH APP 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 17:20:06.91+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d280fe6f-6b92-41ea-8f82-c090a61fc049", "parentComponentId": null }, { "bbox": { "h": 0.205, "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 17:20:06.91+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c672b104-fd82-4481-928f-77e10e16cb22", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "setup", "title": "The diagram uses a flow-based structure to represent the ecosystem.", "function": "present_framework", "rawType": "customer_journey", "block": null, "metadata": { "slideType": "customer_journey", "slideTypeCanon": { "name": "Customer journey", "slug": "customer_journey", "status": "active", "canonId": "019de52d-0966-70ce-afe3-bc7c98ffc8c9", "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 represent the ecosystem.", "elementsJson": [ "headline_text", "process_diagram", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.551+00", "seconds": 2.2, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/23", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-23", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.72, "w": 0.57, "x": 0.398, "y": 0.138 }, "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 17:20:04.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "21366ea1-8cb5-4437-b151-b16f887bf164", "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 17:20:04.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec3ffa1b-143f-46ad-9da6-78ec5d87a920", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.3, "x": 0.05, "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 17:20:04.551+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58cbf700-7e1e-48ec-a0ca-7aa665817f97", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "eb85bb7f-53a9-411c-a860-0b67c80e03c8", "evidence": "The diagram depicts a circular or flow-based ecosystem model where inflows and outflows sustain the balance.", "framework": null, "confidence": 0.7, "extraction": { "at": "2026-05-02 17:20:04.551+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": 66, "componentCount": 8, "textChars": 543, "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 17:20:09.029+00", "seconds": 6.56, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/24", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-24", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Actives: 57 million X Inflows per active: $1,255 X Monetization rate: 1.48% = Q1 2024 gross profit: $1,051 million", "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 03:10:11+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b67a-257b3b61641c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.95, "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 March 2024. Inflows per active, monetization rate, and gross profit as of Q1 2024.", "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 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63df029f-d169-4853-927b-7d21ded6c304", "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 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "04d29900-908a-4489-9be3-0aca6868e52a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.35, "x": 0.08, "y": 0.53 }, "kind": "metric", "text": "Inflows per active: $1,255", "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 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4b8d5c6a-8ddf-48ce-ab21-610a53b7612a", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.13, "y": 0.31 }, "kind": "metric", "text": "Actives: 57 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 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9543000e-3a5b-4ac3-b195-66e06f92638b", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.35, "x": 0.61, "y": 0.5 }, "kind": "metric", "text": "Q1 2024 gross profit: $1,051 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 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ae247559-8991-4034-a6f0-948308909206", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $1,051 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 03:10:11+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b67a-2b53d2a26bd3", "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 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "12f92aff-c117-4bc7-943e-2c5f5db3fb32", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "a48c0376-7f39-4717-8219-857437164af0", "evidence": "The slide presents a multiplicative formula to explain the drivers of gross profit.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:20:09.029+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "causal-chain" } ], "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 17:20:04.89+00", "seconds": 1.924, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/25", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-25", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 17:20:04.89+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f14163c-079d-411a-8607-30484c6cd032", "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 17:20:04.89+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1bb2595-b5b8-4cc9-9f2e-05e9e17a6b69", "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 17:20:04.89+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "abf6882a-c855-4a3d-a24d-e8c5ca6652f9", "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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b677-6c9c46c66819", "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 17:20:04.89+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5e830078-7876-4af7-bffc-02d6006c6653", "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 17:20:05.42+00", "seconds": 2.384, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/26", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-26", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eec76660-4225-41d5-b715-d47303440a5b", "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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c606bb78-1b4b-4025-859e-580ca15bb663", "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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5649470f-67b8-4d6b-9826-baf56ad5382c", "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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b9e4e01-db1e-4f19-9be9-4a02298ad45f", "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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b7b9ce9c-5ca0-4508-978d-2a676e105c60", "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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dff6ae1c-8b2a-4d50-90b2-bb8c4deb4870", "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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-75e36c46d52e", "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 17:20:05.42+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaf125a3-b7be-40b6-902a-dff60a7526d2", "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": 134, "nDataPoints": 6, "notes": null, "elementsJson": [ "bar_chart_vertical", "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.709+00", "seconds": 1.664, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/27", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-27", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 17:20:04.709+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "df1bcf51-28f7-48b4-a892-5c15a2ba8309", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Total inflows: $248B", "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-dcd435ad5fda", "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 17:20:04.709+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8dba13df-93b8-4eeb-8a69-a58dd52166e0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "type": "analysis", "title": "The chart illustrates the 'inflows multiplier' effect of product adoption, with Direct Deposit showing the highest multiplier at 7X.", "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": 441, "nDataPoints": 7, "notes": "The chart illustrates the 'inflows multiplier' effect of product adoption, with Direct Deposit showing the highest multiplier at 7X.", "elementsJson": [ "bar_chart_vertical", "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:05.539+00", "seconds": 2.304, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/28", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-28", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.65, "w": 0.65, "x": 0.3, "y": 0.15 }, "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 17:20:05.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4334c6b3-e9f7-4d74-a2ad-85e6d760cd51", "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 17:20:05.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8688a29b-0ee3-4a35-8421-d9112ee53273", "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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-623215160f11", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.2, "x": 0.05, "y": 0.26 }, "kind": "subtitle", "text": "Inflows multiplier by product actives", "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 17:20:05.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e33b7d48-6b9d-436c-bb21-a31ecec2fa97", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:05.539+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f413a2c8-cd20-48ef-b12b-2005b8167a37", "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": "dense", "densityScore": 51, "componentCount": 6, "textChars": 522, "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 17:20:11.965+00", "seconds": 8.585, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/29", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-29", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Consumers have found broad-based utility with Cash App Card through everyday purchases", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-36158e9319fc", "parentComponentId": null }, { "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 17:20:11.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5aef7b23-4e2b-40ad-821d-4340e42babd1", "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 17:20:11.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5cc2c440-16ea-47c4-a401-23519aff53cd", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-3bc6bd27af99", "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 17:20:11.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd2ac102-56c2-4d40-af34-5fd6ecdd1df3", "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 17:20:11.965+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0b6f8f9-897a-48ec-8f57-04455b437140", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "analysis", "title": "The chart illustrates cohort-based revenue retention, showing how older cohorts continue to contribute to gross profit 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": 59, "componentCount": 7, "textChars": 470, "nDataPoints": 15, "notes": "The chart illustrates cohort-based revenue retention, showing how older cohorts continue to contribute to gross profit 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 17:20:05.967+00", "seconds": 2.417, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/30", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-30", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-43acae9f8223", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.75, "x": 0.05, "y": 0.4 }, "kind": "chart", "text": null, "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 17:20:05.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "03c537b6-d312-4caa-8491-127c91c8089a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.35, "x": 0.05, "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 17:20:05.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "10a34481-e7ed-491c-af8c-469868dda3bd", "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 17:20:05.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57a897e1-b358-4a0e-aace-c2705e8cda97", "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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-461ae1475633", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.28, "x": 0.05, "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 17:20:05.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1bff2fc0-934c-462d-a669-ec1b5e1ee622", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.35, "x": 0.05, "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 17:20:05.967+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "825c3e4b-23ee-466c-9f88-31c3e3a76994", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 31, "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": 22, "componentCount": 4, "textChars": 169, "nDataPoints": 12, "notes": null, "elementsJson": [ "bar_chart_stacked" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.011+00", "seconds": 2.374, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/31", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-31", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.6, "w": 0.75, "x": 0.07, "y": 0.25 }, "kind": "chart", "text": null, "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 17:20:06.011+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "649ca959-0535-4162-a140-20d94f2932a9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.12, "x": 0.85, "y": 0.7 }, "kind": "legend", "text": "Cash App Monthly Actives\nCash 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 17:20:06.011+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c874ae7-eb62-4ff8-acb0-b7e82ba842ce", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Cash App Card penetration: 42%", "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 03:10:10+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-dafee876df3b", "parentComponentId": null }, { "bbox": { "h": 0.08, "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 17:20:06.011+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cf3be539-f766-44e7-bb2c-5cae03c1a156", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 32, "type": "analysis", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 11, "textChars": 326, "nDataPoints": 4, "notes": null, "elementsJson": [ "headline_text", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.675+00", "seconds": 2.876, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/32", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-32", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.15, "x": 0.77, "y": 0.35 }, "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "65d47d3d-30fe-4474-a936-75c345efa0ed", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.07, "y": 0.35 }, "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6c988168-65cb-4ed8-87bd-efa57ae5a700", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.54, "y": 0.35 }, "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "89dbe0a9-a1c6-4fff-9145-3b342e3fe189", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.15, "x": 0.3, "y": 0.35 }, "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca440fa4-0e63-4f86-b241-a843d6ae486b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Monthly Actives: 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 03:10:08+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-9dd9deae69cd", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.07, "y": 0.53 }, "kind": "paragraph", "text": "Paycheck Deposit Monthly Actives as of December 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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aa1cb4d7-33bc-497d-a815-bdf2f115c519", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.54, "y": 0.53 }, "kind": "paragraph", "text": "Cash App Borrow Monthly Actives as of December 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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b89f370e-5e2a-4973-b8ba-39e78684eed9", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.77, "y": 0.53 }, "kind": "paragraph", "text": "Cash App Card Monthly Actives as of March 2024", "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c4381127-2269-4df4-b22b-142fcc96a7dd", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.15, "x": 0.3, "y": 0.53 }, "kind": "paragraph", "text": "Cash App Pay Monthly Actives as of December 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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ddff5c64-118d-4d09-b2f2-99ed99c2c618", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.03, "y": 0.86 }, "kind": "source-note", "text": "Please see Appendix for a definition of Cash App actives.", "attrs": { "numbered": true }, "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d63627d-2a23-4912-ad43-67cb990f0f77", "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 17:20:06.675+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "909d6bf8-3b13-4725-9281-ad7d0d471ec0", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 33, "type": "analysis", "title": "Data for the quarter ending December 31, 2023.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 54, "componentCount": 7, "textChars": 415, "nDataPoints": 4, "notes": "Data for the quarter ending December 31, 2023.", "elementsJson": [ "headline_text", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:07.245+00", "seconds": 3.356, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/33", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-33", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 17:20:07.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4661cf9e-e9be-43b8-91a2-43f9ff54e625", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.78, "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 17:20:07.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1a3da27b-6a87-43d0-a3fc-8a91c6164a8c", "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 17:20:07.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39fdbcea-c4df-4e3c-9c8a-877d3afa79f5", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.55, "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 17:20:07.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5374e13e-5cc7-43eb-9a53-a97ed4b525a5", "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 17:20:07.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e33a7d4c-0ba6-454d-8dec-2057c3b52557", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "consumer behavior metrics: 98%", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-ce3ebfc00690", "parentComponentId": null }, { "bbox": { "h": 0.1, "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 17:20:07.245+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "384b00e8-a445-4afe-8834-8c5ce999f718", "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": 272, "nDataPoints": 4, "notes": "The slide uses a simple two-column metric layout to highlight year-over-year growth.", "elementsJson": [ "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.006+00", "seconds": 2.105, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/34", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-34", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.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 17:20:06.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b0432f95-323d-4eff-991a-b40c3c38ec5f", "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 17:20:06.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e5ffb37-a653-44ce-a284-83dbfa75298c", "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 17:20:06.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a38a9030-b078-4399-a42e-9355eb381512", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Active consumers and sellers: 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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-fbcf4ca78a00", "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 17:20:06.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c3d626b-84ac-4a7b-b871-df326491d248", "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 17:20:06.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "eb0fb714-8d8e-4483-985d-1ae34bc5b846", "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 17:20:06.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94351493-2df3-4039-a25a-9c1fd5e23981", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 35, "type": "analysis", "title": "Includes a disclaimer regarding non-GAAP metrics at the bottom.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "overcrowded", "densityScore": 80, "componentCount": 9, "textChars": 914, "nDataPoints": 4, "notes": "Includes a disclaimer regarding non-GAAP metrics at the bottom.", "elementsJson": [ "paragraph", "callout_box", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:07.055+00", "seconds": 2.644, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/35", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-35", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.2, "w": 0.9, "x": 0.05, "y": 0.18 }, "kind": "callout", "text": "We are improving our full-year outlook to reflect outperformance in the first quarter and our increased expectations for the remainder of the year. For the full year, we expect gross profit of at least $8.78 billion, or 17% growth year over year. For Adjusted Operating Income, we expect at least $1.30 billion, or 15% margin for the full year. Our updated guidance for the full-year equates to a Rule of 32, an increase compared to our prior guidance of at least Rule of 29 and an improvement compared to the prior year.", "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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8634cd3b-210a-4ce4-abaf-924e56d1be8d", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Our updated guidance for the full-year equates to a Rule of 32, an increase compared to our prior guidance of at least Rule of 29 and an improvement compared to the prior year.", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-de600c7324be", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.9, "x": 0.05, "y": 0.85 }, "kind": "disclaimer", "text": "We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP metrics...", "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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8ddfea00-1182-4545-b21f-c0f56e04bbbd", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.22, "y": 0.45 }, "kind": "metric", "text": "17%", "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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4490dc4a-6e51-44e3-b731-7215d403a577", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.15, "x": 0.6, "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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a2ab993-334f-4abd-b905-10aebf39a39a", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit Growth YoY: 17%", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b678-e307e69b6aa1", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.6, "y": 0.7 }, "kind": "paragraph", "text": "Adjusted Operating Income 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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5427cf3a-9f09-424e-8aad-8751029dd23c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.22, "y": 0.7 }, "kind": "paragraph", "text": "Gross Profit Growth YoY", "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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5dc3527-b594-4b22-a612-819820d5bd1c", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.05, "y": 0.1 }, "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 17:20:07.055+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5901422f-7ac6-41ea-bc5c-bfae00b12d1c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 36, "type": "analysis", "title": "Includes a standard financial disclaimer regarding non-GAAP metrics at the bottom.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 52, "componentCount": 6, "textChars": 505, "nDataPoints": 12, "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 17:20:06.652+00", "seconds": 2.089, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/36", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-36", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "In the second quarter of 2024, we expect to deliver $2.165 billion to $2.185 billion of gross profit and $305 million to $325 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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-4f6b3be1f3ac", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.94, "x": 0.03, "y": 0.86 }, "kind": "disclaimer", "text": "We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP metrics...", "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 17:20:06.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "528291ff-517d-4c2a-abed-1ff2f6019588", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit: $2.165 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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-53bf9b2fe728", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.45, "x": 0.03, "y": 0.14 }, "kind": "paragraph", "text": "In the second quarter of 2024, we expect to deliver $2.165 billion to $2.185 billion of gross profit and $305 million to $325 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 17:20:06.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b939d2b-3e84-4f46-b8b3-4685d7c950f7", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.8, "x": 0.1, "y": 0.285 }, "kind": "table", "text": "Q2 2024 financial metrics 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": "KPI table", "slug": "kpi", "status": "active", "canonId": "019de52d-0324-7799-a84e-d0885a8ad400", "version": 1, "description": null }, "framework": null }, "subkind": "kpi", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:06.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c7f65647-ba4c-4c6b-94db-c7426baa1710", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.11 }, "kind": "title", "text": "Q2 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 17:20:06.652+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "489c7ea6-3443-408d-a1f7-9304dc319baa", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 37, "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 17:20:06.274+00", "seconds": 1.687, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/37", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-37", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.02, "w": 0.05, "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 17:20:06.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b5fac3e-caa6-4dd9-8079-e1f59fc980ec", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.33, "x": 0.028, "y": 0.48 }, "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 17:20:06.274+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3b3d149f-0595-4678-8381-c53effd7168b", "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": [ "headline_text", "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.113+00", "seconds": 1.506, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/38", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-38", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "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 17:20:06.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a1d807b1-69a3-4b0f-b61c-0f005fa686f8", "parentComponentId": null }, { "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 17:20:06.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be927faa-404d-4422-bb85-6302ddbf052e", "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 17:20:06.113+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fddb6076-93a8-4540-9ba0-4e1375e14e92", "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": "dense", "densityScore": 55, "componentCount": 5, "textChars": 2803, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:07.966+00", "seconds": 3.359, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/39", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-39", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.3, "x": 0.67, "y": 0.67 }, "kind": "paragraph", "text": "Slide 32: A paycheck deposit active is a Cash App account that receives ACH inflows during a specified period, but excludes tax refunds and ACH transfers. There are certain features that a paycheck deposit active gets access to if they deposit a certain amount of money each month, such as free overdraft coverage and a 4.5% yield on their Cash App Savings account, among other benefits.", "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 17:20:07.966+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1d37b4fd-a9a4-4ec6-b4bb-7faf342dd3e7", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.3, "x": 0.67, "y": 0.2 }, "kind": "paragraph", "text": "Slide 25: Cash App “cohort” represents the new actives onboarded to Cash App during a given period. Cash App “gross profit retention” is calculated as the year-over-year gross profit growth of all existing quarterly Cash App cohorts, averaged over the last four quarters, and excluding BNPL platform gross profit, contra revenue, and interest income. A Cash App transacting active’s cohort is determined based on the date they first became a transacting active on the platform. For example, retention for our 2019 cohort is the average annual gross profit growth from transacting actives who completed a first transaction in 2019. Each of our annual Cash App cohorts since 2015 and the pre-2015 cohort have exhibited positive overall gross profit retention on aggregate from the date of their first transaction through December 31, 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 17:20:07.966+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1fdff163-0497-41ca-9169-fb4f4363334f", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.3, "x": 0.35, "y": 0.2 }, "kind": "paragraph", "text": "Slide 24: “Transacting active” or “active” is a Cash App account that has at least one financial transaction using any product or service within Cash App during a specified period. A transacting active for a specific Cash App product has at least one financial transaction using that product during the specified period and is referred to as an active. Examples of transactions include sending or receiving a peer-to-peer payment, transferring money into or out of Cash App, making a purchase using Cash App Card, earning a dividend on a stock investment, and paying back a loan, among others. Certain of these accounts may share an alias identifier with one or more other transacting active accounts. This could represent, among other things, one customer with multiple accounts or multiple customers sharing one alias identifier (for example, families). In this presentation, we refer to Cash App monthly transacting actives as monthly actives. “Inflows per transacting active” refers to total inflows in the quarter divided by monthly actives for the last month of the quarter. We calculate “monetization rate” by dividing Cash App gross profit, excluding contributions from our BNPL platform, by Cash App inflows.", "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 17:20:07.966+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34403a13-c2df-4109-825f-8a4c62e118e2", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.3, "x": 0.03, "y": 0.2 }, "kind": "paragraph", "text": "Slide 19: Square “gross profit retention” is calculated as the year-over-year gross profit growth of all existing quarterly seller cohorts, averaged over the last four quarters (excluding gross profit from hardware, Caviar, PPP loans, and Weebly prior to the acquisition). A Square cohort represents new sellers onboarded to Square during a given period.", "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 17:20:07.966+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "be3735a5-683f-447d-80f7-e8321d88678a", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.03, "y": 0.12 }, "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 17:20:07.966+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0597ac6-173a-4003-9133-c9367054b763", "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 17:20:08.841+00", "seconds": 4.172, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/40", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-40", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": { "h": 0.12, "w": 0.35, "x": 0.05, "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.\n\"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 17:20:08.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1db6dcd2-721d-4a75-99bd-0690e73833a5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.05, "x": 0.05, "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 17:20:08.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2ecc3f26-0ea3-4207-a11d-838e727047b2", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.12, "x": 0.05, "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 17:20:08.841+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9d1a8499-ceed-4a3d-bea4-0cb2972129d4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 41, "type": "analysis", "title": "The table reconciles Net income (loss) to Adjusted EBITDA by adding back items like share-based compensation, depreciation, and restructuring charges.", "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": 156, "nDataPoints": 70, "notes": "The table reconciles Net income (loss) to Adjusted EBITDA by adding back items like share-based compensation, depreciation, and restructuring charges.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:08.893+00", "seconds": 4.159, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/41", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-41", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 705,074", "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 03:10:09+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-682316661e8b", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Adjusted EBITDA (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 17:20:08.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "93f11bec-1caf-4c13-89fc-9e73ed341957", "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 across five quarters.", "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 17:20:08.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a0978976-354f-4c02-8f3d-0d5a9c316935", "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 17:20:08.893+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6227fd7-b6bb-452b-97d0-49569e9743f7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b5f25472-ef73-49d8-8ba4-d3b7b548df39", "evidence": "Reconciliation table of Net Income to Adjusted EBITDA across five quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.463447+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 41, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 42, "type": "analysis", "title": "The table reconciles GAAP operating income to non-GAAP Adjusted Operating Income by adding back various non-cash or non-recurring charges.", "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": 29, "componentCount": 4, "textChars": 288, "nDataPoints": 42, "notes": "The table reconciles GAAP operating income to non-GAAP Adjusted Operating Income by adding back various non-cash or non-recurring charges.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:07.006+00", "seconds": 2.173, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/42", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-42", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted Operating Income: $364,264", "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 03:10:10+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-8bf19318cff5", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Adjusted Operating Income (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 17:20:07.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba75339a-bf67-41ea-9409-6d0a53c72239", "parentComponentId": null }, { "bbox": { "h": 0.5, "w": 0.94, "x": 0.03, "y": 0.32 }, "kind": "table", "text": "Reconciliation table with rows for Operating income, Amortization, Acquisition costs, Restructuring charges, Share-based compensation, Goodwill impairment, and columns for five quarters.", "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 17:20:07.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8e18c70-1eb5-43ef-a7ee-3c4ebf9ac747", "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 17:20:07.006+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "18ea88f6-d696-41f9-98e0-fe51d0e3d03f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "118b48e3-a716-4446-9657-7b311bda8296", "evidence": "Reconciliation table with rows for Operating income, Amortization, Acquisition costs, Restructuring charges, Share-based compensation, Goodwill impairment, and columns for five quarters.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.558207+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 42, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 43, "type": "setup", "title": "The table reconciles GAAP gross profit to a non-GAAP measure by subtracting PPP loan forgiveness impact.", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 34, "componentCount": 4, "textChars": 413, "nDataPoints": 15, "notes": "The table reconciles GAAP gross profit to a non-GAAP measure by subtracting PPP loan forgiveness impact.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:07.521+00", "seconds": 2.649, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/43", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-43", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Square gross profit excluding PPP loan forgiveness: $820,090", "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 03:10:11+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b67a-6415ec499a2e", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.25, "x": 0.03, "y": 0.17 }, "kind": "paragraph", "text": "Square Gross Profit 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 17:20:07.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7dd7302c-fb63-4d14-87e1-f09ae3376466", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.85, "x": 0.03, "y": 0.26 }, "kind": "table", "text": "Square gross profit (GAAP) | 820,272 | 691,562 | 615,080 | 468,016 | 355,769\nLess: gross profit from Paycheck Protection Program (PPP) loan forgiveness | 182 | 693 | 51,454 | 9,400 | -\nSquare gross profit excluding PPP loan forgiveness | 820,090 | 690,869 | 563,626 | 458,616 | 355,769", "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 17:20:07.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f2ba094d-7310-4c49-848f-08bb887b13d2", "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 17:20:07.521+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a5b49d50-687f-4f9a-bc9b-1add6d6008dc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "14abae71-e546-47d0-8e12-c3d3d8bfe581", "evidence": "Square gross profit (GAAP) | 820,272 | 691,562 | 615,080 | 468,016 | 355,769 Less: gross profit from Paycheck Protection Program (PPP) loan forgiveness", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.648385+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 43, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 44, "type": "analysis", "title": "Data is in thousands of dollars.", "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": 28, "componentCount": 4, "textChars": 287, "nDataPoints": 15, "notes": "Data is in thousands of dollars.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:06.997+00", "seconds": 2.071, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/44", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-44", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Square banking gross profit excluding PPP loan forgiveness: $190,181", "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 03:10:10+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-9ae9a57bc9c9", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.3, "x": 0.03, "y": 0.17 }, "kind": "subtitle", "text": "Square Gross Profit from Banking 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 17:20:06.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "80147595-b368-4260-bf53-216a55cdc72a", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.85, "x": 0.03, "y": 0.25 }, "kind": "table", "text": "Square gross profit from Banking, Less: gross profit from PPP loan forgiveness, Square banking gross profit excluding PPP loan forgiveness", "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 17:20:06.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5389ecb7-7071-4343-acb9-3915e7c52ff9", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.3, "x": 0.03, "y": 0.12 }, "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 17:20:06.997+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5f7002d4-3a13-47f7-a998-e443efaa904c", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "4f9421c3-b11a-472f-953b-2132d0fb7bda", "evidence": "Square gross profit from Banking, Less: gross profit from PPP loan forgiveness, Square banking gross profit excluding PPP loan forgiveness", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.743229+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 44, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 45, "type": "setup", "title": "The table presents various profitability metrics including Gross Profit, Operating Income, Net Income, Adjusted Operating Income, and Adjusted EBITDA, along wit", "function": "summarize", "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": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "balanced", "densityScore": 37, "componentCount": 4, "textChars": 502, "nDataPoints": 10, "notes": "The table presents various profitability metrics including Gross Profit, Operating Income, Net Income, Adjusted Operating Income, and Adjusted EBITDA, along with their respective margins as a percentage of gross profit.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:07.733+00", "seconds": 2.758, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-8a9bdcffc402/45", "deck": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402#slide-45", "deckJson": "/decks/019dd923-5efe-75c0-8dff-8a9bdcffc402.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 705,074", "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 03:10:10+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b679-7a5a9864dc6f", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.94, "x": 0.03, "y": 0.025 }, "kind": "table", "text": "Gross profit $ 2,094,473; Gross profit change (%) YoY 22%; Operating income (loss) 249,743; Operating income (loss) margin (%) of gross profit 12%; Net income (loss) attributable to common stockholders 472,005; Net income margin (%) of gross profit 23%; Adjusted Operating Income 364,264; Adjusted Operating Income margin (%) of gross profit 17%; Adjusted EBITDA 705,074; Adjusted EBITDA margin (%) of gross profit 34%", "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 17:20:07.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ca37ed9c-a4e8-4b89-8bea-bb3ec0e85cba", "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 17:20:07.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7306d1e7-bbe4-4688-a3ef-a40f6af077ef", "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 17:20:07.733+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "92d18cc8-7d8e-43d6-bf9a-108b201c4ec2", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "cdb8e66c-bfed-4476-9340-a36876c84b2b", "evidence": "Gross profit $ 2,094,473; Gross profit change (%) YoY 22%; Operating income (loss) 249,743; Operating income (loss) margin (%) of gross profit 12%; Net income (loss) attributable to common stockholders 472,00", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:07:00.832921+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 45, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [], "loops": [] }