2025 Q2 Investor Presentation — playbook

2025 Q2 Investor Presentation

Block

arc beats above · slides in the middle · loops below · scroll → 2 LOOPS

Deck intelligence map

4

coverage by narrative range · generated from this deck JSON

Narrative range 15 total

Metadata

Components

Metrics

Tools

Frameworks

Beats

Loops

Attention 4 slides 100% 4/4 slides 100% 4/4 slides · 20 hits

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50% 2/4 slides 25% 1/4 slides 100% 4/4 slides

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Need 3 slides 100% 3/3 slides 100% 3/3 slides · 18 hits

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100% 3/3 slides 100% 3/3 slides Satisfaction 6 slides 100% 6/6 slides 100% 6/6 slides · 34 hits

— 0/6 slides

33.3% 2/6 slides · 3 hits

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100% 6/6 slides 83.3% 5/6 slides Action 2 slides 100% 2/2 slides 100% 2/2 slides · 12 hits

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50% 1/2 slides 100% 2/2 slides

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Slide inventory

30

every slide · same image gating as the playbook

01

front_matter

Open slide detailBeat · Attention

02

front_matter

Open slide detailBeat · Attention

03

The slide outlines strategic financial pillars for the company.summarize

Open slide detailBeat · Attention

04

Includes a footnote explaining the 'Rule of 40' and non-GAAP financial measures.summarize

Open slide detailBeat · Attention

05

quantify_impact

Open slide detailBeat · NeedLoop · Cost Of Inaction

06

Includes a detailed footnote regarding one-time adjustments to net income.analyze_data

Open slide detailBeat · NeedLoop · Cost Of Inaction

07

Includes a disclaimer regarding non-GAAP financial measures.quantify_impact

Open slide detailBeat · NeedLoop · Cost Of Inaction

08

transition

Open slide detailBeat · Satisfaction

09

present_solution

Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet

10

quantify_impact

Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet

11

analyze_data

Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet

12

The chart shows a stacked bar breakdown of GPV by seller size over three years.quantify_impact

Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet

13

illustrate_case

Open slide detailBeat · SatisfactionLoop · Quick Win Big Bet

14

front_matter

Open slide detail

15

The slide uses a structured layout to map product pillars to specific performance metrics.present_solution

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16

quantify_impact

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17

quantify_impact

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18

The slide includes a bar chart showing quarterly inflows and a table row showing YoY growth percentages.quantify_impact

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19

The chart illustrates that despite a 95% YoY growth in originations to $18 billion, net margins remained stable between 23% and 26%.quantify_impact

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20

The chart displays total monthly actives (55M-57M) and the percentage represented by Cash App Card users (40%-45%).quantify_impact

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21

summarize

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22

quantify_impact

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23

The slide uses a collage of user photos on a black background to humanize the brand.illustrate_case

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24

The slide mentions 'Rule of 34', which is a variation of the 'Rule of 40' SaaS metric.quantify_impact

Open slide detailBeat · Action

25

summarize

Open slide detailBeat · Action

26

appendix

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27

appendix

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28

appendix

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29

The table reconciles GAAP operating income to non-GAAP adjusted operating income by adding back various expenses like amortization, acquisition costs, and restranalyze_data

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30

The table provides a bridge from Net Income to Adjusted EBITDA by adding back various non-cash and non-recurring expenses.analyze_data

Open slide detail