2024 Q4 Investor Presentation

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arc beats above · slides in the middle · loops below · scroll → 0 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON
Narrative range 38 total
Metadata
Components
Metrics
Tools
Frameworks
Beats
Loops
Whole deck 38 slides 100% 38/38 slides 100% 38/38 slides · 213 hits
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5.3% 2/38 slides 13.2% 5/38 slides
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Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
front_matter
03
Includes a detailed footnote defining the Rule of 40 in the context of the company's financial reporting.summarize
04
Includes a disclaimer about segment reporting changes for BNPL.summarize
05
Includes a detailed disclaimer regarding accounting standards (ASU 2023-08) and one-time tax benefits.quantify_impact
06
The slide includes a disclaimer about margin calculations and reconciliations.quantify_impact
07
Includes a footnote defining 'Rule of 40'.summarize
08
analyze_data
09
The slide includes a detailed disclaimer regarding accounting standards (ASU 2023-08) and specific one-time tax benefits affecting Q4 2024 net income.quantify_impact
10
The slide compares GAAP Operating Income (left) with Adjusted Operating Income (right) across Q4 2023 to Q4 2024.quantify_impact
11
transition
12
The slide uses a simple logic tree to connect strategic pillars to success metrics.present_solution
13
quantify_impact
14
The slide highlights a 13% year-over-year growth in Q4.quantify_impact
15
The slide highlights a 10% year-over-year growth in inflows per transacting active user in Q4 2024.quantify_impact
16
The chart displays total Cash App actives (top of bar) and Cash App Card actives (bottom of bar) with calculated attach rates below.quantify_impact
17
quantify_impact
18
The chart illustrates cohort-based retention, showing that older cohorts continue to contribute to gross profit alongside new cohorts.quantify_impact
19
Data as of December 2024.quantify_impact
20
illustrate_case
21
The slide uses four big numbers to illustrate financial and operational health.quantify_impact
22
transition
23
The slide uses a split layout: a bulleted list for strategic pillars and a simple tree diagram for success metrics.present_solution
24
summarize
25
The slide uses a combination of a stacked bar chart and a summary data table to illustrate geographic revenue composition and growth trends.analyze_data
26
decompose_segments
27
The chart illustrates cohort-based revenue expansion, a key metric for SaaS and fintech business models.quantify_impact
28
Mid-market sellers are defined as those generating more than $500,000 in annualized GPV.quantify_impact
29
The slide features a direct quote from a business owner and highlights specific revenue milestones.illustrate_case
30
Includes a disclaimer regarding non-GAAP financial measures.summarize
31
Includes a disclaimer regarding non-GAAP financial measures at the bottom.summarize
33
Contains specific definitions for 'Corporate & Other', 'Inflows per transacting active', 'Gross profit per monthly transacting active', 'Cash App annual gross pappendix
35
The table reconciles GAAP operating income to non-GAAP adjusted operating income by adding back various non-cash and non-recurring expenses.analyze_data
36
The table reconciles GAAP operating income to non-GAAP adjusted operating income by adding back various non-cash and one-time charges.analyze_data
37
The table reconciles Net income to Adjusted EBITDA by adding back various non-cash and non-recurring items.analyze_data
38
The table reconciles Net income to Adjusted EBITDA by adding back various non-cash and non-recurring expenses.analyze_data