{ "schemaVersion": "deck-intelligence.v1", "id": "019dd923-5efe-75c0-8dff-9fffb53b8418", "slug": "b57310cf4b73342f", "title": "2025 Q2 Investor Presentation", "subtitle": "Block", "author": "Block", "pageCount": 30, "kind": "consulting-deck", "orientation": "landscape", "aspectRatio": 1.777, "document": { "id": "019dd923-5efe-75c0-8dff-9fffb53b8418", "slug": "b57310cf4b73342f", "title": "2025 Q2 Investor Presentation", "rawTitle": "2025 Q2 Investor Presentation", "authorId": "Block", "authorName": "Block", "authorDisplay": "Block", "kind": { "slug": "consulting-deck", "label": "Consulting deck" }, "sourceType": { "slug": "strategy_consulting", "label": "Strategy consulting" }, "fileName": "2025-Q2-Investor-Presentation.pdf", "sourceUrl": "https://investors.block.xyz", "sourceDate": "2025-06-30 00:00:00", "presentationDate": null, "ingestedAt": "2026-04-27 02:45:13+00", "status": "ready", "pageCount": 30, "orientation": "landscape", "aspectRatio": 1.777, "targetCompany": null, "targetTicker": null, "metadata": { "local_root": "/tmp/legacy-images/b57310cf4b73342f", "origin_corpus": "consulting" } }, "coverage": { "pageCount": 30, "pagesIndexed": 30, "pagesWithImages": 30, "pagesWithMetadata": 30, "imageCoveragePct": 100, "metadataCoveragePct": 100, "componentCount": 164, "chartCount": 13, "metricSlides": 0, "toolMatches": 8, "documentToolMatches": 0, "frameworkMatches": 2, "arcMatches": 1, "beatMatches": 4, "loopMatches": 2, "patternMatches": 0, "storymakersMatch": false, "scoreAvailable": true, "reviewAvailable": true, "activistThesisAvailable": false, "pitchdeckMetadataAvailable": false, "pitchdeckProfileAvailable": false }, "blocks": [], "matches": { "arcs": [ { "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "evidence": "The document follows a logical sequence of attention, need, satisfaction, and action.", "isPrimary": true, "confidence": 0.8, "extraction": { "at": "2026-07-16 21:25:19.485311+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "beats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 1, "name": "Attention", "beatId": "04558265-e98a-4731-967e-63f422ab822d", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The document starts with a cover page and key messages, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 5, "name": "Need", "beatId": "fc7e7b99-d655-4863-9119-1cf9ab74d26c", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The document presents financial objectives and KPI dashboards, highlighting the need for growth and profitability.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 }, { "to": 25, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null, "categoryName": "Strategy & Business", "categorySlug": "strategy-business" }, "from": 24, "name": "Action", "beatId": "af4f9df7-8846-440b-8125-68b9c6c82e8f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The document concludes with 2025 Full Year Guidance and Q3 2025 Guidance, encouraging the audience to take action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null, "categoryName": "Urgency", "categorySlug": "urgency" }, "matchId": "1cdf65da-a69c-408f-b45d-a7994b971e14", "evidence": "The document presents financial objectives and KPI dashboards, implying the costs of inaction.", "position": 0, "objective": "What are the costs of not investing in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.688441+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } }, { "to": 13, "from": 9, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null, "categoryName": "Consulting Framework", "categorySlug": "consulting-framework" }, "matchId": "8ccaa4b3-3901-4f9d-9079-2bc552226236", "evidence": "The document showcases Block's strategic priorities and growth across diverse geographies.", "position": 1, "objective": "What are the opportunities for quick wins and big bets in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.729168+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "caa8e922-34f1-4483-9e01-ef850063084e", "evidence": "This is a cover slide with a title and a paragraph.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:58.443533+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Rule of 40", "slug": "rule-of-40", "status": "active", "bestFor": null, "canonId": "019de52d-1cd5-703b-aaf2-ece59f25ed2c", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dbb2beb8-80d7-4fea-8055-42664d9413da", "evidence": "The slide mentions 'Rule of 40' as a guiding financial framework.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:58.536761+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": "e40c5187-6a84-4351-a40f-86a465d54ab2", "evidence": "The slide serves as a section divider with a title.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:58.719487+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null }, { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a64f6703-6d91-4109-8b7d-04959c9288eb", "evidence": "Quote from a specific individual, indicating a defined audience", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:06:59.306786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Social Proof", "slug": "social-proof", "status": "active", "bestFor": null, "canonId": "019dd956-990d-7620-82b3-6dd286f34568", "version": 1, "bodyDocId": null, "description": "People adapt behavior based on what others do - show adoption and testimonials", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4c8f4a13-2381-4c0b-8aef-97da734909be", "evidence": "Testimonial from Nick Stone, Chairman and Founder of Bluestone Lane", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:59.267329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "d2acd09e-f54c-40ec-ac5d-1d659e4c450a", "evidence": "Slide type is 'cover' with a clear title", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:59.385621+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8b4777c7-0548-4f73-b8d2-806b76939549", "evidence": "Content is focused on a specific business area", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:06:59.50187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6710c1e3-453b-4652-841a-ce5c85ccc387", "evidence": "Slide type is 'executive_summary' with a clear summary of strategic vision", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:59.463592+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [ { "matchId": "196dbb28-b42e-4763-8afd-df8676009cf4", "evidence": "Explicitly mentioned as a guiding financial framework.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "rule-of-40" }, { "matchId": "2426c444-167d-455c-be0a-0176de0317f3", "evidence": "The slide references 'Rule of 34', a common SaaS metric variant of the Rule of 40.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:20:00.938+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "Rule of 40" } ], "patterns": [] }, "storymakers": null, "score": { "backend": "codex", "scoredAt": "2026-05-02 12:50:43.964+00", "subScores": { "scqa_arc": 55, "action_titles": 48, "mece_structure": 70, "closing_strength": 52, "evidence_quality": 80, "clarity_of_thesis": 72, "production_quality": 68, "visual_storytelling": 72 }, "totalScore": 65, "coveragePct": 100, "explanations": { "scqa_arc": "Slides 3-4 establish the situation and answer early, but there is little explicit complication or governing question before the deck moves into segment-by-segment evidence.", "action_titles": "Action-title coverage is mixed: slide 7 is insight-bearing with \"Adjusted Operating Income grew 38% year over year,\" while many slides use topic labels such as slide 9 \"Strategic priorities\" or slide 24 \"2025 Full Year Guidance.\"", "mece_structure": "The deck is broadly organized into corporate results, Square, Cash App, guidance, and appendix sections, but growth, engagement, product, and profitability evidence overlap without an explicit MECE issue tree.", "closing_strength": "The main story closes with FY and Q3 guidance on slides 24-25, but it does not end with a crisp investor recommendation, call to action, or prioritized next-step agenda before the appendix.", "evidence_quality": "Most performance claims are supported by charts, KPI tables, metrics, and footnotes across slides 5-7, 10-12, 16-22, and 24-25, with softer strategic and testimonial claims less rigorously evidenced.", "clarity_of_thesis": "The central argument is identifiable by slides 3-4 as growth plus profitability under disciplined financial objectives, but it is framed as objectives and key messages rather than one declarative thesis.", "production_quality": "Production is clean and consistent with disciplined use of charts, tables, footnotes, and section dividers, but generic titles and some overcrowded slides such as 7, 11, and 18 weaken polish.", "visual_storytelling": "The visual tools generally match the messages, with bar charts for financial trends on slides 5-7 and 10-20, big-number proof on slides 21-22, and testimonials on slides 13 and 23, though several dense charts are repetitive." }, "slidesAnalyzed": 30 }, "review": { "backend": "claude", "verdict": "A competent, MECE-organized investor results deck with strong analytical bones but only a partial Storymakers exemplar — solid action titles in the body are undermined by topic-label section dividers, duplicated headlines, and the absence of a synthesizing close.", "reviewedAt": "2026-05-02 07:23:19.099+00", "slidesSeen": 30, "suggestions": [ "Replace topic titles on slides 5, 6, 24 with action titles that state the number-driven insight (e.g. slide 24: 'We are raising FY GP and Adj. Op. Income guidance above Q2 outperformance')", "Add a one-slide synthesis between slide 25 and the appendix that maps Square + Cash App + Afterpay results back to the Rule of 40 thesis from slide 3, closing the narrative loop", "Promote section dividers (8, 14) from single-word labels to pillar slides with an action subtitle (e.g. 'Square: upmarket and international are the next growth vectors')", "Differentiate the duplicated action titles on 10/16 and 17/18 — each chart tells a different story (Square vs Cash App, GP-per-active vs inflows-per-active) and the title should reflect that", "Move slide 3 (Financial Objectives) to slide 1 or merge with cover so the Rule of 40 frame hits before the disclaimer, leading with the answer" ], "closingScore": 65, "openingScore": 58, "topStrengths": [ "Strong action titles on the deepest analytical slides (7, 19, 21, 22) that state the insight rather than the topic", "Consistent MECE structure between Square (9-13) and Cash App (15-23) sections, each pairing strategy -> growth -> engagement -> testimonial", "Slide 3 anchors the entire deck on the explicit Rule of 40 framework, giving every later metric a reference frame" ], "topWeaknesses": [ "Opening front-loads disclaimer/objectives instead of leading with the headline result; the 14% GP growth thesis (slide 5) is buried behind generic Q2 Key Messages (slide 4)", "Section dividers (8 Square, 14 Cash App) are bare topic words with no action title or pillar thesis", "No synthesis slide before the appendix — the deck jumps from Q3 guidance straight to 'Appendix', leaving no memorable closing recommendation", "Three slides reuse the same topic title 'Continued strong growth at scale' (10, 16) and 'Driving greater engagement and monetization' (17, 18), signaling templated thinking over distinct insights" ], "narrativeScore": 62, "pillarCritique": "The two section dividers (slide 8 Square, slide 14 Cash App) are business-unit dumps, not MECE strategic pillars — Afterpay (slide 22) is orphaned without its own divider, and there is no closing 'Block consolidated' pillar to mirror the opening.", "closingCritique": "Slides 24-25 deliver a clear forward-looking close (raised FY guidance, Q3 outlook with 16% YoY GP growth) which functions as a recommendation for investors, but there is no synthesizing 'so what' slide tying Square + Cash App + Afterpay back to the Rule of 40 thesis from slide 3 before the appendix dump.", "openingCritique": "Slides 1-2 are cover/disclaimer, slide 3 anchors on the Rule of 40 framework but only as a topic header, and the actual thesis ('we sustained momentum and are raising guidance') does not surface until slides 4-5; no hook, no leading-with-the-answer punchline.", "extractionSeconds": 85.837, "narrativeCritique": "The deck follows a conventional investor-results structure (objectives -> consolidated results -> Square -> Cash App -> guidance -> appendix) rather than a true S->C->A->R arc — there is no explicit complication or tension framing, and the 'resolution' (raised guidance on slide 24) is reached through accumulation rather than narrative payoff.", "titleQualityScore": 64, "titleQualityCritique": "Roughly half the analytical slides carry strong action titles (slide 7 'Adjusted Operating Income grew 38% YoY...', slide 19 'Stable Margins for Cash App Borrow even as we ramp originations'), but key slides default to topic labels (slide 5 'Q2 Gross Profit Growth', slide 6 'Q2 Profitability', slide 24 '2025 Full Year Guidance') that bury the insight." }, "activistThesis": null, "pitchdeck": { "metadata": null, "profile": null }, "slides": [ { "page": 1, "type": "setup", "function": "front_matter", "imagePath": "https://imgproxy.kitesheet.com/vhhpTSlMLOt_o0BHOgkpULMXg8tctFwKegyxtn3jdW8/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTczMTBjZjRiNzMzNDJmL3AwMDEuanBn", "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": 6, "componentCount": 3, "textChars": 54, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.396+00", "seconds": 2.507, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/1", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-1", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.04, "w": 0.03, "x": 0.485, "y": 0.05 }, "kind": "image", "text": null, "attrs": null, "canon": { "kind": { "name": "Image", "slug": "image", "status": "active", "canonId": "019de52c-f978-701f-a720-51d029d769e7", "version": 1, "description": "Photo, illustration, screenshot or icon." }, "tool": null, "subkind": { "name": "Logo", "slug": "logo", "status": "active", "canonId": "019de52c-fdaf-743d-94c4-d7c6a0e55302", "version": 1, "description": null }, "framework": null }, "subkind": "logo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.396+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2495f884-d441-4974-9941-8b1a0b88c4df", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.45, "y": 0.93 }, "kind": "paragraph", "text": "investors.block.xyz", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.396+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4ad9b917-b530-4c04-8aa1-4c3948120185", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.5, "x": 0.25, "y": 0.43 }, "kind": "title", "text": "Q2 2025\nBlock Investor Presentation", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.396+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8753aa38-4e0e-4966-8224-3b76c8c10905", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "caa8e922-34f1-4483-9e01-ef850063084e", "evidence": "This is a cover slide with a title and a paragraph.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:58.443533+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 1, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "04558265-e98a-4731-967e-63f422ab822d", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The document starts with a cover page and key messages, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "thumbSrc": "https://imgproxy.kitesheet.com/0NtKI0BgPS_D5e0v4kEuCF8z6NAbc1P23m6Nky1w89k/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTczMTBjZjRiNzMzNDJmL3AwMDEuanBn", "imagePathAlt": "https://imgproxy.kitesheet.com/Akcl5PaGjF9zMxQviyG6xtkooiHmBuz9E2-agX0UTPQ/rs:fit:1200:1200:0/q:82/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTczMTBjZjRiNzMzNDJmL3AwMDEucG5n", "thumbSrcAlt": "https://imgproxy.kitesheet.com/o3vg4sywk-LVqPdufTzjERyzmLQcC_-DIXhiSulOA9k/rs:fit:480:480:0/q:78/f:webp/czM6Ly9raXRlc2hlZXQvY29ycHVzL3NsaWRlcy9iNTczMTBjZjRiNzMzNDJmL3AwMDEucG5n" }, { "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": "balanced", "densityScore": 28, "componentCount": 4, "textChars": 456, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.278+00", "seconds": 5.999, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/2", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-2", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.425, "w": 0.933, "x": 0.033, "y": 0.203 }, "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 17:20:01.278+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6b3f4957-34a3-48da-b823-0a5f17ae5d97", "parentComponentId": null }, { "bbox": { "h": 0.155, "w": 0.933, "x": 0.033, "y": 0.725 }, "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 17:20:01.278+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8f9e109-6367-4162-bb17-8737499a0bca", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.341, "x": 0.033, "y": 0.677 }, "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 17:20:01.278+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b572ac2c-44f1-4262-9d88-949fc820b470", "parentComponentId": null }, { "bbox": { "h": 0.028, "w": 0.325, "x": 0.033, "y": 0.147 }, "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 17:20:01.278+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d4a1c0de-7e60-4f45-b9be-e743b563f301", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "04558265-e98a-4731-967e-63f422ab822d", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The document starts with a cover page and key messages, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 3, "type": "setup", "title": "The slide outlines strategic financial pillars for the company.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "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": 76, "componentCount": 8, "textChars": 1488, "nDataPoints": 0, "notes": "The slide outlines strategic financial pillars for the company.", "elementsJson": [ "headline_text", "bullet_list", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:03.051+00", "seconds": 7.729, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/3", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-3", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.085, "w": 0.933, "x": 0.033, "y": 0.875 }, "kind": "disclaimer", "text": "Rule of 40 is the sum of our gross profit growth and Adjusted Operating Income margin as a percent of gross profit. We may refer to a “Rule of” number other than 40 to refer to the sum of gross profit growth and Adjusted Operating Income margin as a percent of gross profit for the period given. Adjusted Operating Income (Loss) is a non-GAAP financial measure that represents our operating income (loss), adjusted to eliminate the effect of amortization of acquired technology assets; acquisition-related and integration costs; contingencies, restructuring and other charges;restructuring share-based compensation expenses; goodwill and intangible asset impairment; and amortization of customer and other acquired intangible assets. Please see the appendix for definition of gross profit retention.", "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 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82bd5358-0521-468b-ac57-f82b28600d5b", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Rule of 40", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": null, "subkind": { "name": "Framework instance", "slug": "instance", "status": "active", "canonId": "019de52d-05a2-72af-be0b-7edc60708a03", "version": 1, "description": null }, "framework": null }, "subkind": "instance", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "82219877-1e52-4dcb-88b7-3315f7fe6248", "parentComponentId": null }, { "bbox": null, "kind": "framework", "text": "Rule of 40", "attrs": null, "canon": { "kind": { "name": "Framework", "slug": "framework", "status": "active", "canonId": "019de52c-fa18-77c6-b10a-ccb8277ac0fa", "version": 1, "description": "Named conceptual framework instance." }, "tool": { "name": "Structuring frame", "slug": "structuring-frame", "status": "active", "bestFor": null, "canonId": "019dd9e1-48ff-708d-8103-a8464743e560", "version": 1, "bodyDocId": null, "description": "A named scaffold for organising content (SCQA, situation-action-result, etc.).", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-08592f030f49", "parentComponentId": null }, { "bbox": { "h": 0.135, "w": 0.43, "x": 0.033, "y": 0.268 }, "kind": "list", "text": "Drive consistent growth while ensuring profitability: Pursuing balance between delivering consistent growth without sacrificing profitability, setting the foundation for long-term success", "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 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0171964b-f88d-466a-9fa4-d7856c58a725", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.43, "x": 0.513, "y": 0.418 }, "kind": "list", "text": "Create value for shareholders: Focusing on enhancing shareholder returns through a disciplined capital return strategy, amplifying the long-term value of our business", "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 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "44da55ce-a75d-4ae9-832f-577f70c2324f", "parentComponentId": null }, { "bbox": { "h": 0.135, "w": 0.43, "x": 0.033, "y": 0.418 }, "kind": "list", "text": "Maximize gross profit: Committed to delivering positive gross profit retention across each ecosystem, reinforcing the value of our integrated, diversified portfolio", "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 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "56fcd8c6-1c92-46f9-b03f-8c61e4c108be", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.43, "x": 0.513, "y": 0.268 }, "kind": "list", "text": "Rule of 40: We continue to view Rule of 40 as our guiding financial framework and believe we are well positioned entering 2026", "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 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d63ef5c2-b314-4d3f-95e2-e836049c0156", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.297, "x": 0.033, "y": 0.145 }, "kind": "title", "text": "Block Financial Objectives", "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 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9e9f1942-f545-429c-84a7-ee5b3a94c91b", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Rule of 40", "slug": "rule-of-40", "status": "active", "bestFor": null, "canonId": "019de52d-1cd5-703b-aaf2-ece59f25ed2c", "version": 1, "bodyDocId": null, "description": null, "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "dbb2beb8-80d7-4fea-8055-42664d9413da", "evidence": "The slide mentions 'Rule of 40' as a guiding financial framework.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.8, "extraction": { "at": "2026-07-16 22:06:58.536761+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": [ { "matchId": "196dbb28-b42e-4763-8afd-df8676009cf4", "evidence": "Explicitly mentioned as a guiding financial framework.", "framework": null, "confidence": 1, "extraction": { "at": "2026-05-02 17:20:03.051+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 3, "frameworkName": "rule-of-40" } ], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "04558265-e98a-4731-967e-63f422ab822d", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The document starts with a cover page and key messages, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 4, "type": "setup", "title": "Includes a footnote explaining the 'Rule of 40' and non-GAAP financial measures.", "function": "summarize", "rawType": "key_messages", "block": null, "metadata": { "slideType": "key_messages", "slideTypeCanon": { "name": "Key messages", "slug": "key_messages", "status": "active", "canonId": "019de52d-0712-703f-89f5-bda6688faf3f", "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": 59, "componentCount": 5, "textChars": 1590, "nDataPoints": 7, "notes": "Includes a footnote explaining the 'Rule of 40' and non-GAAP financial measures.", "elementsJson": [ "headline_text", "bullet_list", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:58.427+00", "seconds": 2.986, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/4", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-4", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.934, "x": 0.033, "y": 0.875 }, "kind": "disclaimer", "text": "Rule of 40 is the sum of our gross profit growth and Adjusted Operating Income margin as a percent of gross profit. We may refer to a “Rule of” number other than 40 to refer to the sum of gross profit growth and Adjusted Operating Income margin as a percent of gross profit for the period given. Adjusted Operating Income (Loss) is a non-GAAP financial measure that represents our operating income (loss), adjusted to eliminate the effect of amortization of acquired technology assets; acquisition-related and integration costs; contingencies, restructuring and other charges;restructuring share-based compensation expenses; goodwill and intangible asset impairment; and amortization of customer and other acquired intangible assets.\nPlease see the appendix for definition of Square GPV and gross profit per transacting active.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.427+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "acc9818e-1c7d-4c1d-8827-795242294196", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.43, "x": 0.51, "y": 0.268 }, "kind": "list", "text": "Growing engagement on Cash App with gross profit per monthly transacting active of $87 on an annualized basis, up 15% year over year\nRaising guidance by more than Q2 outperformance across gross profit and Adjusted Operating Income\nWe now expect $10.17 billion in gross profit for 2025 and to exit 2025 with 19% year over year gross profit growth and 20% Adjusted Operating Income Margin", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.427+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "602fa036-7c5d-418d-a3b1-f30fd99182b2", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.43, "x": 0.033, "y": 0.268 }, "kind": "list", "text": "Accelerated year-over-year gross profit growth to 14% and outperformed our gross profit guidance\nStrong profitability as we grew our Adjusted Operating Income 38% year over year and delivered 22% Adjusted Operating Income Margin\nSquare GPV growth accelerated to 10% year-over-year as we continued to gain share in our target verticals", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.427+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a2e59788-d8bd-46f0-b510-cca44fb08b40", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $10.17 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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-0eb55832c333", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.215, "x": 0.033, "y": 0.142 }, "kind": "title", "text": "Q2 Key Messages", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.427+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "01afdda7-15fa-4adb-89fd-42641655568a", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 4, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 1, "name": "Attention", "beatId": "04558265-e98a-4731-967e-63f422ab822d", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Attention", "slug": "monroes-sequence-attention", "status": "active", "canonId": "019dd9b8-1573-779d-93ca-6174bbd57938", "version": 1, "description": null }, "evidence": "The document starts with a cover page and key messages, grabbing the audience's attention.", "position": 0, "isPrimaryArc": true, "parentBeatType": { "name": "Hook", "slug": "hook", "status": "active", "canonId": "019dd9b8-01a6-7328-bff2-b22eb40b3ea5", "version": 1, "description": "The opener — a deliberate move to earn attention before any argument. Used by AIDA, Monroes, Pixar Pitch, Overcoming the Monster." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 5, "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": "balanced", "densityScore": 36, "componentCount": 5, "textChars": 346, "nDataPoints": 10, "notes": null, "elementsJson": [ "headline_text", "paragraph", "bar_chart_vertical", "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.682+00", "seconds": 2.126, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/5", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-5", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We delivered year-over-year gross profit growth of 14% as we sustained momentum in Square and drove reacceleration in Cash App gross profit 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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-67d5d9fe4ef4", "parentComponentId": null }, { "bbox": { "h": 0.848, "w": 0.544, "x": 0.428, "y": 0.088 }, "kind": "chart", "text": "Gross Profit", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.682+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b735dc7-618b-43b0-b2be-464518418610", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $2.54B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-699eed0d73c6", "parentComponentId": null }, { "bbox": { "h": 0.105, "w": 0.318, "x": 0.034, "y": 0.201 }, "kind": "paragraph", "text": "We delivered year-over-year gross profit growth of 14% as we sustained momentum in Square and drove reacceleration in Cash App gross profit growth", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.682+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6395d616-13c1-40fe-9437-136d90d64350", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.266, "x": 0.034, "y": 0.146 }, "kind": "title", "text": "Q2 Gross Profit 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": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.682+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b83c4846-8a12-4539-b11e-0c460dec0e12", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "fc7e7b99-d655-4863-9119-1cf9ab74d26c", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The document presents financial objectives and KPI dashboards, highlighting the need for growth and profitability.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "1cdf65da-a69c-408f-b45d-a7994b971e14", "evidence": "The document presents financial objectives and KPI dashboards, implying the costs of inaction.", "position": 0, "objective": "What are the costs of not investing in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.688441+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 6, "type": "analysis", "title": "Includes a detailed footnote regarding one-time adjustments to net income.", "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": 41, "componentCount": 6, "textChars": 255, "nDataPoints": 15, "notes": "Includes a detailed footnote regarding one-time adjustments to net income.", "elementsJson": [ "bar_chart_vertical", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.255+00", "seconds": 5.643, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/6", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-6", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "17% 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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-bc6d607641b5", "parentComponentId": null }, { "bbox": { "h": 0.845, "w": 0.285, "x": 0.348, "y": 0.088 }, "kind": "chart", "text": "Net 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 17:20:01.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0b178e40-25a0-4c55-bfc2-c4a4c7f72af7", "parentComponentId": null }, { "bbox": { "h": 0.845, "w": 0.285, "x": 0.666, "y": 0.088 }, "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 17:20:01.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73d605a3-ffb6-483c-a9ec-cacd9978c4e8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.25, "x": 0.032, "y": 0.772 }, "kind": "disclaimer", "text": "Margins are all calculated as a percent of gross profit. In the second quarter of 2025, net income included a remeasurement gain on our bitcoin investment of $212 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 17:20:01.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1ef5006-8d63-46b1-afc7-53d236cf5f96", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: 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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-c0d54de9322c", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.185, "x": 0.034, "y": 0.145 }, "kind": "title", "text": "Q2 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 17:20:01.255+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2768390-9400-45b5-ac77-80963046255c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "fc7e7b99-d655-4863-9119-1cf9ab74d26c", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The document presents financial objectives and KPI dashboards, highlighting the need for growth and profitability.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "1cdf65da-a69c-408f-b45d-a7994b971e14", "evidence": "The document presents financial objectives and KPI dashboards, implying the costs of inaction.", "position": 0, "objective": "What are the costs of not investing in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.688441+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 7, "type": "analysis", "title": "Includes a disclaimer regarding non-GAAP financial measures.", "function": "quantify_impact", "rawType": "kpi_dashboard", "block": null, "metadata": { "slideType": "kpi_dashboard", "slideTypeCanon": { "name": "KPI dashboard", "slug": "kpi_dashboard", "status": "active", "canonId": "019de52d-0be5-7295-af4d-b850fe7b7e65", "version": 1, "description": null }, "function": "quantify_impact", "functionCanon": { "name": "Quantify impact", "slug": "quantify_impact", "status": "active", "canonId": "019de52d-1630-720d-b57d-fa7f76bebd8d", "version": 1, "description": null }, "density": "dense", "densityScore": 61, "componentCount": 7, "textChars": 550, "nDataPoints": 10, "notes": "Includes a disclaimer regarding non-GAAP financial measures.", "elementsJson": [ "headline_text", "bar_chart_vertical", "kpi_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:03.508+00", "seconds": 7.786, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/7", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-7", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Adjusted Operating Income grew 38% year over year, with margins expanding despite meaningful investments in go to market", "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 03:10:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-85664e311a63", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.28, "x": 0.35, "y": 0.1 }, "kind": "chart", "text": "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 17:20:03.508+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "a8474a3c-1618-4009-8783-40ff26fae371", "parentComponentId": null }, { "bbox": { "h": 0.7, "w": 0.28, "x": 0.67, "y": 0.1 }, "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 17:20:03.508+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bfa5912a-b046-4ca6-a85b-fb44809e0a08", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.03, "y": 0.86 }, "kind": "disclaimer", "text": "Margins are all calculated as a percent of gross profit. Reconciliations of non-GAAP financial measures used in this presentation 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 17:20:03.508+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c0915ace-47ad-4ef9-8b96-3c2f79037b4c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted Operating Income: 38%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-8a165f9665b0", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.25, "x": 0.03, "y": 0.2 }, "kind": "paragraph", "text": "Adjusted Operating Income grew 38% year over year, with margins expanding despite meaningful investments in go to market", "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 17:20:03.508+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "747b2a6e-8549-4c40-bd92-4775e0c055c0", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.2, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Q2 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 17:20:03.508+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a67efda-008f-4703-a8a8-de46490d16db", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 7, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 5, "name": "Need", "beatId": "fc7e7b99-d655-4863-9119-1cf9ab74d26c", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Need", "slug": "monroes-sequence-need", "status": "active", "canonId": "019dd9b8-160b-710a-b2d6-2bafabd78694", "version": 1, "description": null }, "evidence": "The document presents financial objectives and KPI dashboards, highlighting the need for growth and profitability.", "position": 1, "isPrimaryArc": true, "parentBeatType": { "name": "Complication", "slug": "complication", "status": "active", "canonId": "019dd9b8-0275-7709-b2d6-4f77c3fc7579", "version": 1, "description": "The point in the narrative where the audience should feel discomfort. Required for argumentative arcs." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 7, "from": 5, "loop": { "name": "27_cost_of_inaction", "slug": "27-cost-of-inaction", "status": "active", "bestFor": "Urgent budget requests, compliance, risk mitigation", "canonId": "019dd956-70d1-7395-a15b-857ba858b394", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Status Quo -> The Hidden Costs Accumulating -> The Future State of Inaction -> The Tipping Point", "description": "Quantify what happens if the audience does nothing", "familyLabel": null }, "matchId": "1cdf65da-a69c-408f-b45d-a7994b971e14", "evidence": "The document presents financial objectives and KPI dashboards, implying the costs of inaction.", "position": 0, "objective": "What are the costs of not investing in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.688441+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 8, "type": "setup", "function": "transition", "rawType": "section_divider", "block": null, "metadata": { "slideType": "section_divider", "slideTypeCanon": { "name": "Section divider", "slug": "section_divider", "status": "active", "canonId": "019de52d-066a-7402-9554-6ae504999041", "version": 1, "description": null }, "function": "transition", "functionCanon": { "name": "Transition", "slug": "transition", "status": "active", "canonId": "019de52d-1365-7149-92aa-66df859e75fd", "version": 1, "description": null }, "density": "sparse", "densityScore": 0, "componentCount": 1, "textChars": 6, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:57.398+00", "seconds": 1.524, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/8", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-8", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.06, "w": 0.12, "x": 0.44, "y": 0.47 }, "kind": "title", "text": "Square", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:57.398+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3d204acb-76c7-4da4-ac86-93bbc7d659c4", "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": "e40c5187-6a84-4351-a40f-86a465d54ab2", "evidence": "The slide serves as a section divider with a title.", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:58.719487+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 8, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 9, "type": "setup", "function": "present_solution", "rawType": "initiative_list", "block": null, "metadata": { "slideType": "initiative_list", "slideTypeCanon": { "name": "Initiative list", "slug": "initiative_list", "status": "active", "canonId": "019de52d-0caf-770e-9b91-b99239121f50", "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": "dense", "densityScore": 60, "componentCount": 8, "textChars": 501, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text", "bullet_list", "flowchart", "other" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.905+00", "seconds": 5.946, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/9", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-9", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.083, "w": 0.327, "x": 0.571, "y": 0.741 }, "kind": "callout", "text": "How we measure success", "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 17:20:01.905+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0ce71577-9810-4b2a-a41b-3053dbc97440", "parentComponentId": null }, { "bbox": { "h": 0.083, "w": 0.327, "x": 0.107, "y": 0.741 }, "kind": "callout", "text": "Pillars of our strategy", "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 17:20:01.905+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "719d80bd-3acb-40cc-b676-7cc126668704", "parentComponentId": null }, { "bbox": null, "kind": "callout", "text": "Improve Square GPV growth through new product launches and go-to-market initiatives", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-f1c87499cfb5", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.43, "x": 0.462, "y": 0.372 }, "kind": "diagram", "text": "Drive acquisition of new sellers\nIncrease retention of existing sellers", "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 17:20:01.905+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b5239815-6ce9-4275-a78c-d00ecfb7ea0a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.29, "x": 0.107, "y": 0.402 }, "kind": "list", "text": "Building a rock solid and flexible platform\nProviding a local experience to sellers of all sizes\nGrowing with artificial intelligence\nFinding more ways for our customers to bank with Square", "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 17:20:01.905+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "07340ca3-1fcd-4546-8488-ff44b95a2951", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "GPV growth", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-f58376a130e2", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.335, "x": 0.034, "y": 0.207 }, "kind": "subtitle", "text": "Improve Square GPV growth through new product launches and go-to-market initiatives", "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 17:20:01.905+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e8f21556-e7c7-4ab6-acf1-a0e58bff50b3", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.22, "x": 0.034, "y": 0.143 }, "kind": "title", "text": "Strategic priorities", "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 17:20:01.905+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d93f3f33-6f82-4b22-8ea8-84ebd520df7c", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 13, "from": 9, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8ccaa4b3-3901-4f9d-9079-2bc552226236", "evidence": "The document showcases Block's strategic priorities and growth across diverse geographies.", "position": 1, "objective": "What are the opportunities for quick wins and big bets in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.729168+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "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": "balanced", "densityScore": 35, "componentCount": 5, "textChars": 314, "nDataPoints": 10, "notes": null, "elementsJson": [ "headline_text", "paragraph", "bar_chart_vertical", "kpi_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:58.953+00", "seconds": 2.869, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/10", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-10", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Gross profit growth of 11% year over year driven by strength in our software and integrated payments 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 03:10:06+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-c4c6d442dd6d", "parentComponentId": null }, { "bbox": { "h": 0.908, "w": 0.542, "x": 0.429, "y": 0.089 }, "kind": "chart", "text": "Square Gross Profit", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d90375c-e2e8-4502-a78c-05887c98cb4b", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $1,027M", "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-b675-c9c9be350344", "parentComponentId": null }, { "bbox": { "h": 0.075, "w": 0.315, "x": 0.034, "y": 0.245 }, "kind": "paragraph", "text": "Gross profit growth of 11% year over year driven by strength in our software and integrated payments and banking products", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2f2bcbde-5950-4876-a7c8-e0322f1dace2", "parentComponentId": null }, { "bbox": { "h": 0.065, "w": 0.284, "x": 0.034, "y": 0.145 }, "kind": "title", "text": "Continued strong growth at scale", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.953+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bbb97ae-7b8e-464d-ace8-58ab26fc94ab", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 13, "from": 9, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8ccaa4b3-3901-4f9d-9079-2bc552226236", "evidence": "The document showcases Block's strategic priorities and growth across diverse geographies.", "position": 1, "objective": "What are the opportunities for quick wins and big bets in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.729168+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 11, "type": "analysis", "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": "dense", "densityScore": 61, "componentCount": 7, "textChars": 503, "nDataPoints": 25, "notes": null, "elementsJson": [ "headline_text", "paragraph", "bar_chart_stacked", "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:58.383+00", "seconds": 2.183, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/11", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-11", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "In the second quarter, total Square GPV grew 10%, with U.S. GPV growing 7.0% and International GPV growing 25%", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-4428caf5a3a5", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.43, "y": 0.15 }, "kind": "chart", "text": "Square GPV by Geography", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d36fab47-ac0e-49e5-9374-94966003edaf", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "GPV: $64.2B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-49d0ce3415aa", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.07, "y": 0.22 }, "kind": "paragraph", "text": "In the second quarter, total Square GPV grew 10%, with U.S. GPV growing 7.0% and International GPV growing 25%", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b3a0b72d-bb47-4164-87c8-2a5320f21a80", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.07, "y": 0.9 }, "kind": "source-note", "text": "* Percentages show YoY growth for the period specified. Please see the appendix for a definition of Square GPV. International GPV is shown on a reported basis.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8137c728-425e-4c74-bbf1-2910dc244bbd", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.5, "x": 0.43, "y": 0.82 }, "kind": "table", "text": "Growth rate table for Total, International, and U.S. GPV", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1aa229cf-1284-4677-b5ea-29aa2b6eae24", "parentComponentId": null }, { "bbox": { "h": 0.06, "w": 0.25, "x": 0.07, "y": 0.14 }, "kind": "title", "text": "Growing across diverse geographies", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:58.383+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "b6975e97-5a2c-4f9e-97ae-10395d155566", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 13, "from": 9, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8ccaa4b3-3901-4f9d-9079-2bc552226236", "evidence": "The document showcases Block's strategic priorities and growth across diverse geographies.", "position": 1, "objective": "What are the opportunities for quick wins and big bets in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.729168+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 12, "type": "analysis", "title": "The chart shows a stacked bar breakdown of GPV by seller size over three years.", "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": 507, "nDataPoints": 12, "notes": "The chart shows a stacked bar breakdown of GPV by seller size over three years.", "elementsJson": [ "headline_text", "paragraph", "big_number", "bar_chart_stacked", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:02.569+00", "seconds": 6.28, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/12", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-12", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "GPV from mid-market sellers grew 17% year over year in the second quarter as we executed on our go to market strategies", "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-a1332e5dd5d7", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.538, "x": 0.429, "y": 0.088 }, "kind": "chart", "text": "Square 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 17:20:02.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cff37de-e427-4bc4-b234-8ad542cb3991", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.329, "x": 0.033, "y": 0.919 }, "kind": "disclaimer", "text": "We determine seller size based on annualized Square 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 17:20:02.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "334c5571-fcdc-4b05-90b2-3955ac106b75", "parentComponentId": null }, { "bbox": { "h": 0.115, "w": 0.185, "x": 0.033, "y": 0.695 }, "kind": "metric", "text": "44%", "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 17:20:02.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e52866e2-1aae-4b66-a51e-83ab7a6a13e5", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "GPV from mid-market sellers: 44%", "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-a6c2fd5a317b", "parentComponentId": null }, { "bbox": { "h": 0.083, "w": 0.325, "x": 0.033, "y": 0.201 }, "kind": "paragraph", "text": "GPV from mid-market sellers grew 17% year over year in the second quarter as we executed on our go to market strategies", "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 17:20:02.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0608799f-1804-43d4-84c2-5b07f264cc7c", "parentComponentId": null }, { "bbox": { "h": 0.042, "w": 0.151, "x": 0.033, "y": 0.824 }, "kind": "paragraph", "text": "GPV from mid-market sellers in Q2 2025", "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 17:20:02.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c683f879-c68f-474d-8eba-a31bdeae689f", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.227, "x": 0.033, "y": 0.145 }, "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 17:20:02.569+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5ddecfe2-7819-433b-a3ca-af3191c9c355", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 13, "from": 9, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8ccaa4b3-3901-4f9d-9079-2bc552226236", "evidence": "The document showcases Block's strategic priorities and growth across diverse geographies.", "position": 1, "objective": "What are the opportunities for quick wins and big bets in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.729168+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 13, "type": "evidence", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "balanced", "densityScore": 46, "componentCount": 5, "textChars": 861, "nDataPoints": 0, "notes": null, "elementsJson": [ "photo", "quote_block" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.088+00", "seconds": 2.742, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/13", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-13", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "From day one, Square has demonstrated an exceptional commitment to understanding our needs and delivering solutions that align with our vision.", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-aba86260025d", "parentComponentId": null }, { "bbox": { "h": 0.82, "w": 0.42, "x": 0.03, "y": 0.09 }, "kind": "image", "text": "Photo of Nick Stone", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.088+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "173b008f-d622-471b-bda9-d1050057b2a3", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.35, "x": 0.47, "y": 0.93 }, "kind": "paragraph", "text": "NICK STONE, CHAIRMAN AND FOUNDER, BLUESTONE LANE", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.088+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dd14f3d8-a51b-4dd8-83c7-f8ef3ac7de20", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.48, "x": 0.47, "y": 0.56 }, "kind": "quote", "text": "From day one, Square has demonstrated an exceptional commitment to understanding our needs and delivering solutions that align with our vision. Their willingness to evolve alongside us and drive innovation makes them an ideal partner as we enhance the experience for both our guests and team members.", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.088+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e03f6b8-169c-435e-8be0-657dde47cce6", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "From day one, Square has demonstrated an exceptional commitment to understanding our needs and delivering solutions that align with our vision. Their willingness to evolve alongside us and drive innovation makes them an ideal partner as we enhance the experience for both our guests and team members. — Nick Stone, Chairman and Founder, Bluestone Lane", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-acc6a97276cc", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience Definition", "slug": "audience-definition", "status": "active", "bestFor": null, "canonId": "019dd956-7f2a-775d-aeee-ff099bcb7756", "version": 1, "bodyDocId": null, "description": "Six key questions: Who are they? What do they know? What do they believe? What do they care about? What do they fear? What decisions can they make?", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "a64f6703-6d91-4109-8b7d-04959c9288eb", "evidence": "Quote from a specific individual, indicating a defined audience", "pageRefs": null, "priority": "Core", "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:06:59.306786+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null }, { "tool": { "name": "Social Proof", "slug": "social-proof", "status": "active", "bestFor": null, "canonId": "019dd956-990d-7620-82b3-6dd286f34568", "version": 1, "bodyDocId": null, "description": "People adapt behavior based on what others do - show adoption and testimonials", "familyLabel": null, "categoryName": "Block", "categorySlug": "block" }, "agent": "Storyteller", "layer": "slide", "agents": [ "Storyteller" ], "matchId": "4c8f4a13-2381-4c0b-8aef-97da734909be", "evidence": "Testimonial from Nick Stone, Chairman and Founder of Bluestone Lane", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.7, "extraction": { "at": "2026-07-16 22:06:59.267329+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 13, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [ { "to": 13, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 8, "name": "Satisfaction", "beatId": "2d1f003a-d6b2-4aca-b3b5-457d79e6619f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Satisfaction", "slug": "monroes-sequence-satisfaction", "status": "active", "canonId": "019dd9b8-16a5-73c8-a3ce-00850dc2cbd8", "version": 1, "description": null }, "evidence": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability.", "position": 2, "isPrimaryArc": true, "parentBeatType": { "name": "Turn", "slug": "turn", "status": "active", "canonId": "019dd9b8-0396-702b-ac2f-9901f8dd8b54", "version": 1, "description": "The pivot — solution proposed, catalyst introduced, decision made. Common (15/20 arcs) but not universal: Triple-take, AIDA, PAS, Voyage-return and Pixar substitute it with a strong reflection or development beat." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [ { "to": 13, "from": 9, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "8ccaa4b3-3901-4f9d-9079-2bc552226236", "evidence": "The document showcases Block's strategic priorities and growth across diverse geographies.", "position": 1, "objective": "What are the opportunities for quick wins and big bets in Block's growth and profitability?", "confidence": 0.6, "extraction": { "at": "2026-07-16 21:25:19.729168+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 14, "type": "setup", "function": "front_matter", "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": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.161+00", "seconds": 2.62, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/14", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-14", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.158, "x": 0.421, "y": 0.475 }, "kind": "title", "text": "Cash App", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.161+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c2132f19-5336-430e-ba8c-1a182b282e19", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Slide recipe: Cover", "slug": "cover-slide", "status": "active", "bestFor": null, "canonId": "019df269-2a08-767d-9128-e7431e6fe8a3", "version": 1, "bodyDocId": "019df269-29e5-7738-b5fa-6892e5dc8e65", "description": "The first ten seconds. Build it deliberately.", "familyLabel": "slide-recipe", "categoryName": "Slide", "categorySlug": "slide" }, "agent": "designer", "layer": "slide", "agents": [ "designer" ], "matchId": "d2acd09e-f54c-40ec-ac5d-1d659e4c450a", "evidence": "Slide type is 'cover' with a clear title", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:59.385621+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 14, "whyItWorks": null, "antipattern": null, "cardinality": null, "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 15, "type": "setup", "title": "The slide uses a structured layout to map product pillars to specific performance metrics.", "function": "present_solution", "rawType": "executive_summary", "block": null, "metadata": { "slideType": "executive_summary", "slideTypeCanon": { "name": "Executive summary", "slug": "executive_summary", "status": "active", "canonId": "019de52d-06be-73ff-81b3-f99fe7f0025e", "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": "dense", "densityScore": 69, "componentCount": 7, "textChars": 947, "nDataPoints": 4, "notes": "The slide uses a structured layout to map product pillars to specific performance metrics.", "elementsJson": [ "headline_text", "paragraph", "icon_grid", "big_number", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.227+00", "seconds": 2.576, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/15", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-15", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Cash App is building the financial operating system for the next generation.", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-309d636ad514", "parentComponentId": null }, { "bbox": { "h": 0.45, "w": 0.63, "x": 0.34, "y": 0.13 }, "kind": "list", "text": "P2P Network: Connect customers to their local communities; $218 billion P2P Volume. Commerce Solutions: Help customers manage their spending; $183 billion Commerce Volume. Banking Functionality: Support customers saving, investing, borrowing and more; 8 million Banking Actives. Making Bitcoin Everyday Money: Allow customers to conveniently transact in bitcoin; $58 billion Cumulative Bitcoin Volume.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c21c6a6b-81b3-4aa9-80ef-272de1aabf8a", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.63, "x": 0.34, "y": 0.74 }, "kind": "list", "text": "Increase network density through actives growth; Increase gross profit per active; Drive deeper engagement and product attach rates across each pillar of Cash App", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d82da9a5-8ec2-4d14-8291-d073c9ce4004", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "P2P Volume: $218 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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-35c7d9380c5f", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.25, "x": 0.03, "y": 0.2 }, "kind": "paragraph", "text": "Cash App is building the financial operating system for the next generation", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9cfbe6e6-c13f-4bf6-946d-3ed178885318", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.25, "x": 0.03, "y": 0.89 }, "kind": "source-note", "text": "P2P Volume and Commerce Volume are trailing 12 months. Banking Actives are as of June 2025. Cumulative Bitcoin Volume as of June 2025. Please see the appendix for definition of banking actives.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "083c4b26-e218-4156-b76f-c96d16a9e7f1", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.2, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Strategic vision", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.227+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "73382770-a178-478c-b8ad-c121899b4af7", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Audience frame", "slug": "audience-frame", "status": "active", "bestFor": null, "canonId": "2a1eefbd-5be8-4600-898b-49dbfcf73ec8", "version": 1, "bodyDocId": null, "description": "Tools for modelling and segmenting the audience (persona, JTBD, segmentation).", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "8b4777c7-0548-4f73-b8d2-806b76939549", "evidence": "Content is focused on a specific business area", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.5, "extraction": { "at": "2026-07-16 22:06:59.50187+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "optional", "narrativePurpose": null }, { "tool": { "name": "Executive summary", "slug": "executive-summary", "status": "active", "bestFor": null, "canonId": "019dd9e1-4b63-72d5-9734-da757d91ca61", "version": 1, "bodyDocId": null, "description": "A condensed view of the entire argument on a single slide / block.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "6710c1e3-453b-4652-841a-ce5c85ccc387", "evidence": "Slide type is 'executive_summary' with a clear summary of strategic vision", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-16 22:06:59.463592+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 15, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 16, "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": "balanced", "densityScore": 32, "componentCount": 5, "textChars": 258, "nDataPoints": 10, "notes": null, "elementsJson": [ "headline_text", "paragraph", "bar_chart_vertical", "kpi_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:02.188+00", "seconds": 5.531, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/16", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-16", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Gross profit growth of 16% year over year driven by Cash App Borrow, Cash App Card, and BNPL.", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-c57a195a8068", "parentComponentId": null }, { "bbox": { "h": 0.868, "w": 0.544, "x": 0.428, "y": 0.088 }, "kind": "chart", "text": "Cash App Gross Profit", "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 17:20:02.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aaea8b7c-4b7f-47b8-9476-ac6e50ad751f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $1.50B", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b673-cb4ea6050035", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.32, "x": 0.034, "y": 0.245 }, "kind": "paragraph", "text": "Gross profit growth of 16% year over year driven by Cash App Borrow, Cash App Card, and BNPL", "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 17:20:02.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "95705019-14e9-4e81-9f1a-f8f0c86c7cac", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.25, "x": 0.034, "y": 0.145 }, "kind": "title", "text": "Continued strong 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 17:20:02.188+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "63a523e4-092f-4e28-bee4-ce15cbbf030f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 17, "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": "balanced", "densityScore": 45, "componentCount": 6, "textChars": 371, "nDataPoints": 10, "notes": null, "elementsJson": [ "headline_text", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:03.56+00", "seconds": 6.621, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/17", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-17", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Gross profit per transacting active growth of 15% year over year in Q2", "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-b676-2ae688c2118e", "parentComponentId": null }, { "bbox": { "h": 0.85, "w": 0.543, "x": 0.428, "y": 0.088 }, "kind": "chart", "text": "Cash App Gross Profit per Monthly Transacting Active", "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 17:20:03.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3566e6fc-6002-4661-b205-43db33616432", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross profit per monthly transacting active: $87", "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-b676-2c5f45176072", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.32, "x": 0.03, "y": 0.24 }, "kind": "paragraph", "text": "Gross profit per transacting active growth of 15% year over year in Q2", "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 17:20:03.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "e5bcb858-5c67-46a1-b5b2-083f9d8fb3a5", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.32, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Please see the appendix for a definition of gross profit per monthly transacting active.", "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 17:20:03.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2cb195df-9f24-4041-a9b0-1eb5e73e1425", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.32, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Driving greater engagement 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 17:20:03.56+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9f533289-5b68-45a6-abef-c02bee9ad893", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 18, "type": "analysis", "title": "The slide includes a bar chart showing quarterly inflows and a table row showing YoY growth percentages.", "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": 483, "nDataPoints": 10, "notes": "The slide includes a bar chart showing quarterly inflows and a table row showing YoY growth percentages.", "elementsJson": [ "headline_text", "paragraph", "bar_chart_vertical", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.494+00", "seconds": 2.525, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/18", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-18", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Inflows per transacting active growth of 8% year over year in Q2, driven in part by more customers bringing their paychecks into Cash App", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-dfce20bece2a", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.523, "x": 0.428, "y": 0.158 }, "kind": "chart", "text": "Cash App Inflows per Transacting Active", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.494+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7bbf4df1-f153-4aeb-b889-ddb2db230701", "parentComponentId": null }, { "bbox": { "h": 0.014, "w": 0.274, "x": 0.034, "y": 0.935 }, "kind": "disclaimer", "text": "Please see the appendix for a definition of inflows per transacting active.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.494+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "40440667-280e-4bc3-bab0-2029a47c1584", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Inflows per transacting active: $1,338", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-e35f4fb7d4c8", "parentComponentId": null }, { "bbox": { "h": 0.128, "w": 0.316, "x": 0.034, "y": 0.245 }, "kind": "paragraph", "text": "Inflows per transacting active growth of 8% year over year in Q2, driven in part by more customers bringing their paychecks into Cash App", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.494+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ec5c0e57-ba8f-4718-98d9-6193680ec953", "parentComponentId": null }, { "bbox": { "h": 0.025, "w": 0.523, "x": 0.428, "y": 0.838 }, "kind": "table", "text": "YoY Growth row", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.494+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a32b038-018b-49d1-b4ae-ab95e85899d5", "parentComponentId": null }, { "bbox": { "h": 0.085, "w": 0.316, "x": 0.034, "y": 0.146 }, "kind": "title", "text": "Driving greater engagement and monetization", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.494+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f6fb5571-ed0f-499b-bf2a-bfaf04bacd67", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 19, "type": "analysis", "title": "The chart illustrates that despite a 95% YoY growth in originations to $18 billion, net margins remained stable between 23% and 26%.", "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": 53, "componentCount": 6, "textChars": 615, "nDataPoints": 4, "notes": "The chart illustrates that despite a 95% YoY growth in originations to $18 billion, net margins remained stable between 23% and 26%.", "elementsJson": [ "headline_text", "bar_chart_vertical", "callout_box", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.887+00", "seconds": 2.891, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/19", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-19", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Strong margins driven by stable underwriting performance as Borrow originations grew 95% year over year to $18 billion annualized in Q2", "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 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-93afb59b3847", "parentComponentId": null }, { "bbox": { "h": 0.6, "w": 0.5, "x": 0.43, "y": 0.15 }, "kind": "chart", "text": "Cash App Borrow Annualized Net Margin (Trailing Twelve Months)", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Vertical bar chart", "slug": "bar-vertical", "status": "active", "canonId": "019de52c-fe9d-70f2-b3b7-a9ae294f5917", "version": 1, "description": null }, "framework": null }, "subkind": "bar-vertical", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.887+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "57aa7d06-d58a-405b-9625-3fe394278dcf", "parentComponentId": null }, { "bbox": { "h": 0.045, "w": 0.285, "x": 0.034, "y": 0.905 }, "kind": "disclaimer", "text": "Cash App Borrow Annualized Net Margin is annualized variable profit margin, which we calculate as variable profit divided by originations. Please see the appendix for more details.", "attrs": null, "canon": { "kind": { "name": "Disclaimer", "slug": "disclaimer", "status": "active", "canonId": "91173477-d91f-4024-bbaf-d4f93e3f82dc", "version": 1, "description": "Legal/cautionary text that occupies most of the body of its slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.887+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ed49b146-1d5d-43d0-a7bc-552809048d2c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Annualized Net Margin: 24%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b674-972b04ddef49", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.105, "x": 0.273, "y": 0.455 }, "kind": "paragraph", "text": "Strong margins driven by stable underwriting performance as Borrow originations grew 95% year over year to $18 billion annualized in Q2", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.887+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "54e3fcf0-cb6b-48cf-b4fa-e257b1175412", "parentComponentId": null }, { "bbox": { "h": 0.11, "w": 0.265, "x": 0.034, "y": 0.145 }, "kind": "title", "text": "Stable Margins for Cash App Borrow even as we significantly ramp originations", "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 17:19:59.887+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1912eaa0-2c8c-4006-9896-c434fa49b553", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 20, "type": "analysis", "title": "The chart displays total monthly actives (55M-57M) and the percentage represented by Cash App Card users (40%-45%).", "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": 35, "componentCount": 5, "textChars": 291, "nDataPoints": 16, "notes": "The chart displays total monthly actives (55M-57M) and the percentage represented by Cash App Card users (40%-45%).", "elementsJson": [ "headline_text", "bar_chart_stacked" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.419+00", "seconds": 2.091, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/20", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-20", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "Cash App Card monthly actives have grown as a % of overall Cash App actives over time", "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 03:10:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-66f55acee3e3", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.62, "x": 0.348, "y": 0.088 }, "kind": "chart", "text": "Cash App Card Monthly Actives as a % of Overall Monthly Actives", "attrs": null, "canon": { "kind": { "name": "Chart", "slug": "chart", "status": "active", "canonId": "019de52c-f9a0-76ef-adc6-0b859109d1f8", "version": 1, "description": "Quantitative chart." }, "tool": null, "subkind": { "name": "Stacked bar chart", "slug": "bar-stacked", "status": "active", "canonId": "019de52c-feec-74bf-9028-15b74f84f0a7", "version": 1, "description": null }, "framework": null }, "subkind": "bar-stacked", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.419+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d04d1518-43cf-4be9-a40b-5b8c74b8b66f", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Cash App Card penetration: 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 03:10:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-6b9162e3d707", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.03, "y": 0.24 }, "kind": "paragraph", "text": "Cash App Card monthly actives have grown as a % of overall Cash App actives over time", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.419+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c265408e-0486-4fef-a74e-707d6fabd6df", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.25, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Cash App Card actives 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": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.419+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6aef9e6c-fa36-4ad6-81bf-dafe42fd69fc", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 21, "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": 51, "componentCount": 7, "textChars": 348, "nDataPoints": 4, "notes": null, "elementsJson": [ "headline_text", "big_number", "icon_grid" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.259+00", "seconds": 6.868, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/21", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-21", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.05, "w": 0.2, "x": 0.03, "y": 0.92 }, "kind": "disclaimer", "text": "Data as of June 2025. Please see the appendix for definition of actives", "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 17:20:04.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8b632885-5a93-4338-93ee-e0c584d7eb8f", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.14, "x": 0.83, "y": 0.2 }, "kind": "metric", "text": "8 million Cash App Bitcoin Accounts", "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 17:20:04.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "063088b9-8f70-46dd-913c-4a30a6542654", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.14, "x": 0.67, "y": 0.2 }, "kind": "metric", "text": "8 million Banking 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 17:20:04.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3476a2c8-9b72-40f5-a425-46eed83bc3bd", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.14, "x": 0.35, "y": 0.2 }, "kind": "metric", "text": "57 million Monthly Transacting 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 17:20:04.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c57e21d-f6ae-4a91-8678-307d0b7f6c11", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.14, "x": 0.51, "y": 0.2 }, "kind": "metric", "text": "26 million Cash App Card 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 17:20:04.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "88323fc1-179f-4528-a445-658f3e527969", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Monthly Transacting 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": { "name": "Quantification", "slug": "quantification", "status": "active", "bestFor": null, "canonId": "019dd9e1-47ab-72ce-a079-aab1f5299e88", "version": 1, "bodyDocId": null, "description": "Translating a claim into numbers, charts, or tables.", "familyLabel": null }, "subkind": null, "framework": null }, "subkind": "primary", "groupRole": null, "confidence": null, "extraction": { "at": "2026-04-27 03:10:04+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-235be28a8e3a", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.28, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "Millions of actives engage with Cash App across a wide range of commerce, banking, and bitcoin functionality", "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 17:20:04.259+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4e046ffc-c049-40af-9f25-ec1b7ca001b3", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 22, "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": "dense", "densityScore": 66, "componentCount": 11, "textChars": 314, "nDataPoints": 4, "notes": null, "elementsJson": [ "headline_text", "big_number" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.126+00", "seconds": 3.589, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/22", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-22", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.1, "w": 0.15, "x": 0.28, "y": 0.425 }, "kind": "metric", "text": ">95%", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5eca0eee-608e-46ce-a047-f0f41ac86633", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.53, "y": 0.425 }, "kind": "metric", "text": "96%", "attrs": null, "canon": { "kind": { "name": "Metric", "slug": "metric", "status": "active", "canonId": "019de52c-f923-73bf-8081-d0b1a8c5264d", "version": 1, "description": "Big-number or KPI value." }, "tool": 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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6d8ece58-335c-4dac-a79b-6057fe18e9c6", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.76, "y": 0.425 }, "kind": "metric", "text": "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": 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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6de41c06-6630-4a94-bb9f-0d9d568c3aed", "parentComponentId": null }, { "bbox": { "h": 0.1, "w": 0.15, "x": 0.06, "y": 0.425 }, "kind": "metric", "text": "~1%", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "94c33293-9892-4f4b-b3d5-6dfd12207126", "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 03:10:05+00", "model": "or:google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "019dd952-611b-745f-b675-b5cfe6dc616f", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.1, "x": 0.03, "y": 0.93 }, "kind": "source-note", "text": "Data as of June 2025.", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8402225c-106b-4907-8d02-1b93b22aefeb", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.06, "y": 0.54 }, "kind": "subtitle", "text": "risk loss on Afterpay consumer receivables", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "06564837-01df-44b6-be49-6e916a2893a9", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.53, "y": 0.54 }, "kind": "subtitle", "text": "of all installments were paid on time", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "34286c84-c7f3-4fec-9f10-bc49aec2cf58", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.76, "y": 0.54 }, "kind": "subtitle", "text": "of all purchases incurred no late fees", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "97f6a284-6536-4674-87a5-c9e2f05461e3", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.15, "x": 0.28, "y": 0.54 }, "kind": "subtitle", "text": "of Afterpay GMV comes from returning customers", "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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ff2a293e-e04f-48cf-b35b-4350812daef8", "parentComponentId": null }, { "bbox": { "h": 0.15, "w": 0.45, "x": 0.03, "y": 0.14 }, "kind": "title", "text": "With Afterpay, we're focused 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 17:20:01.126+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6700fad5-9f87-44c4-a2a4-b936d8966517", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 23, "type": "evidence", "title": "The slide uses a collage of user photos on a black background to humanize the brand.", "function": "illustrate_case", "rawType": "testimonial", "block": null, "metadata": { "slideType": "testimonial", "slideTypeCanon": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52d-0a2d-7782-8a48-7e84df92cc97", "version": 1, "description": null }, "function": "illustrate_case", "functionCanon": { "name": "Illustrate case", "slug": "illustrate_case", "status": "active", "canonId": "019de52d-13b4-772c-bb73-1873612a7463", "version": 1, "description": null }, "density": "dense", "densityScore": 50, "componentCount": 8, "textChars": 294, "nDataPoints": 0, "notes": "The slide uses a collage of user photos on a black background to humanize the brand.", "elementsJson": [ "photo", "quote_block" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:04.281+00", "seconds": 6.712, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/23", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-23", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.8, "w": 0.5, "x": 0.05, "y": 0.1 }, "kind": "image", "text": "Collage of user portraits", "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": "Photo", "slug": "photo", "status": "active", "canonId": "019de52c-fd37-757f-b4a8-ca26d4888875", "version": 1, "description": null }, "framework": null }, "subkind": "photo", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3e36a15b-7fe7-4d37-a713-2d97e0581c03", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.6, "y": 0.52 }, "kind": "paragraph", "text": "WORSHIIPANGEL, X", "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 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4d06b877-9521-496b-9e69-014cd2546a09", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.25, "x": 0.6, "y": 0.87 }, "kind": "paragraph", "text": "RONNIEBOUDREAUX, REDDIT", "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 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "8a1eabac-c6dc-4e8d-ab8d-eed7fdafda35", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.15, "x": 0.6, "y": 0.67 }, "kind": "paragraph", "text": "FEEDOFDRI, X", "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 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "cb1b4c71-3f54-4b2c-90f1-46c61a056600", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.3, "x": 0.6, "y": 0.79 }, "kind": "quote", "text": "I use cashapp it's simple and I can just have it automatically invest", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5a7f8384-106c-48da-bb80-5a283055fdff", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.6, "y": 0.62 }, "kind": "quote", "text": "love seeing cash app notifications", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c875c9be-9dfe-484a-a0c2-c6eb9f81f457", "parentComponentId": null }, { "bbox": { "h": 0.05, "w": 0.3, "x": 0.6, "y": 0.47 }, "kind": "quote", "text": "I love the sound Cashapp makes when I get a send", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": null, "subkind": { "name": "Testimonial", "slug": "testimonial", "status": "active", "canonId": "019de52c-fc21-71b6-9ac3-8266a64945e8", "version": 1, "description": null }, "framework": null }, "subkind": "testimonial", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:20:04.281+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c8adfa95-1ab9-438e-a102-6cbdb8e22536", "parentComponentId": null }, { "bbox": null, "kind": "quote", "text": "I love the sound Cashapp makes when I get a send - WORSHIIPANGEL, X", "attrs": null, "canon": { "kind": { "name": "Quote", "slug": "quote", "status": "active", "canonId": "019de52c-f8fb-751e-8bc6-d58e2d59562a", "version": 1, "description": "Pull quote or testimonial." }, "tool": { "name": "Authority citation", "slug": "authority-citation", "status": "active", "bestFor": null, "canonId": "019dd9e1-49ae-7557-89ad-3fca70469b45", "version": 1, "bodyDocId": null, "description": "Quoting an authority figure, study, or precedent to lend weight.", "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-b676-9f5c83caddf7", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 24, "type": "analysis", "title": "The slide mentions 'Rule of 34', which is a variation of the 'Rule of 40' SaaS metric.", "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": 64, "componentCount": 6, "textChars": 1129, "nDataPoints": 5, "notes": "The slide mentions 'Rule of 34', which is a variation of the 'Rule of 40' SaaS metric.", "elementsJson": [ "headline_text", "paragraph", "data_table", "footnote" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:00.938+00", "seconds": 3.326, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/24", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-24", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We're raising our gross profit and Adjusted Operating Income guidance by more than our second quarter outperformance to reflect our strong execution.", "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-b675-e0ee8c6f898e", "parentComponentId": null }, { "bbox": { "h": 0.115, "w": 0.335, "x": 0.032, "y": 0.86 }, "kind": "disclaimer", "text": "We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP metrics, including Adjusted Operating Income (Loss) or GAAP reconciliations of the aforementioned, as a result of the uncertainty regarding, and the potential variability of, reconciling items such as contingencies, restructuring and other charges. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results.a", "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 17:20:00.938+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "58891c87-a984-41d0-bd1b-3fbb698d2eb5", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Adjusted Operating Income: $2.03B", "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-b675-e61b1b6dd2c9", "parentComponentId": null }, { "bbox": { "h": 0.205, "w": 0.335, "x": 0.034, "y": 0.202 }, "kind": "paragraph", "text": "We're raising our gross profit and Adjusted Operating Income guidance by more than our second quarter outperformance to reflect our strong execution. For the full year, we expect year over year gross profit growth of over 14%. We expect to deliver Adjusted Operating Income of $2.03 billion, or 20% margin. We expect to achieve Rule of 34 in 2025.", "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 17:20:00.938+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f1e1fc90-f82c-4e9a-baf7-e9f9fc0051eb", "parentComponentId": null }, { "bbox": { "h": 0.535, "w": 0.539, "x": 0.427, "y": 0.185 }, "kind": "table", "text": "Gross Profit $10.17B; YoY Growth 14.4%; Adjusted Operating Income $2.03B; % Margin 20%; Rule of X 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 17:20:00.938+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "911da6df-7f1d-4b7c-a3f4-f2775208a8ce", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.28, "x": 0.034, "y": 0.142 }, "kind": "title", "text": "2025 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 17:20:00.938+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bd8858c7-8c59-4143-bfab-7243b63ea409", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [ { "matchId": "2426c444-167d-455c-be0a-0176de0317f3", "evidence": "The slide references 'Rule of 34', a common SaaS metric variant of the Rule of 40.", "framework": null, "confidence": 0.9, "extraction": { "at": "2026-05-02 17:20:00.938+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 24, "frameworkName": "Rule of 40" } ], "arcBeats": [ { "to": 25, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 24, "name": "Action", "beatId": "af4f9df7-8846-440b-8125-68b9c6c82e8f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The document concludes with 2025 Full Year Guidance and Q3 2025 Guidance, encouraging the audience to take action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 25, "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": 63, "componentCount": 6, "textChars": 1035, "nDataPoints": 5, "notes": null, "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 17:20:02.981+00", "seconds": 5.34, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/25", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-25", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "callout", "text": "We expect gross profit in the third quarter to grow 16% year over year to $2.60 billion.", "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-b675-fe7fb52e6fdf", "parentComponentId": null }, { "bbox": { "h": 0.09, "w": 0.33, "x": 0.07, "y": 0.86 }, "kind": "disclaimer", "text": "We have not provided the forward-looking GAAP equivalents for certain forward-looking non-GAAP metrics, including Adjusted Operating Income (Loss) or GAAP reconciliations of the aforementioned, as a result of the uncertainty regarding, and the potential variability of, reconciling items such as contingencies, restructuring and other charges. However, it is important to note that material changes to reconciling items could have a significant effect on future GAAP results.a", "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 17:20:02.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "4c176ca4-d129-4914-8262-1aec612e212c", "parentComponentId": null }, { "bbox": null, "kind": "metric", "text": "Gross Profit: $2.60B", "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-b676-028760271474", "parentComponentId": null }, { "bbox": { "h": 0.2, "w": 0.33, "x": 0.07, "y": 0.2 }, "kind": "paragraph", "text": "We expect gross profit in the third quarter to grow 16% year over year to $2.60 billion. We expect to accelerate gross profit further in the fourth quarter as we focus on increasing network density and deepening engagement in Cash App, while we scale GPV and gross profit in Square through product innovation and go-to-market investments.", "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 17:20:02.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d8660788-1e00-4899-b35c-86070a2f9eb9", "parentComponentId": null }, { "bbox": { "h": 0.35, "w": 0.48, "x": 0.45, "y": 0.18 }, "kind": "table", "text": "Gross Profit $2.60B; YoY Growth 16%; Adjusted Operating Income $460M; % Margin 18%; Rule of X 33%", "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 17:20:02.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "dfccdfed-777a-4700-a98b-f1b7fc31e780", "parentComponentId": null }, { "bbox": { "h": 0.03, "w": 0.22, "x": 0.07, "y": 0.14 }, "kind": "title", "text": "Q3 2025 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 17:20:02.981+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0d8fd2cb-de95-4f02-816f-2663d17df80f", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 25, "arc": { "name": "Monroe's Motivated Sequence", "slug": "monroes-sequence", "status": "active", "bestFor": "Persuasive speeches, call-to-action decks", "canonId": "019dd956-5f25-7189-a428-2e6d7f9e5606", "version": 1, "bodyDocId": "019df22a-2356-73eb-8061-d8c81dc0aa49", "structure": "Attention -> Need -> Satisfaction -> Visualization -> Action", "description": null, "familyLabel": null }, "from": 24, "name": "Action", "beatId": "af4f9df7-8846-440b-8125-68b9c6c82e8f", "matchId": "eda0f86d-d788-4dff-b46d-cce772ea4ffa", "beatType": { "name": "Action", "slug": "monroes-sequence-action", "status": "active", "canonId": "019dd9b8-181e-760d-befc-010c2424fa89", "version": 1, "description": null }, "evidence": "The document concludes with 2025 Full Year Guidance and Q3 2025 Guidance, encouraging the audience to take action.", "position": 3, "isPrimaryArc": true, "parentBeatType": { "name": "Resolution", "slug": "resolution", "status": "active", "canonId": "019dd9b8-045d-703b-8dd7-e92aba3ba91b", "version": 1, "description": "How the deck ends. Required in 19/20 arcs. The exception (Sparkline) ends with new bliss which is functionally a resolution." }, "alignedBlockIds": null, "matchConfidence": 0.8 } ], "loops": [], "locked": true }, { "page": 26, "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": 0, "componentCount": 1, "textChars": 8, "nDataPoints": 0, "notes": null, "elementsJson": [ "headline_text" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:19:59.794+00", "seconds": 2.106, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/26", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-26", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.07, "w": 0.154, "x": 0.423, "y": 0.465 }, "kind": "title", "text": "Appendix", "attrs": null, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-02 17:19:59.794+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fd37216b-f319-40dd-ad0a-90b34ed24943", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 27, "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": 50, "componentCount": 3, "textChars": 1993, "nDataPoints": 10, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:00.846+00", "seconds": 3.051, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/27", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-27", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.45, "w": 0.45, "x": 0.033, "y": 0.205 }, "kind": "paragraph", "text": "SLIDE 3\nGross profit retention is calculated as 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 and contra revenue for Cash App and 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 for Square.", "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 17:20:00.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c762c35-3154-4e5f-a3c9-98f429d6ab7c", "parentComponentId": null }, { "bbox": { "h": 0.75, "w": 0.45, "x": 0.517, "y": 0.205 }, "kind": "paragraph", "text": "SLIDE 4 & 18 & 21\nGross profit per monthly transacting active is calculated based on Cash App annualized gross profit excluding our BNPL platform during a given quarter divided by the monthly transacting actives for the last month of the quarter. Gross profit for our BNPL platform was $220 million or $881 million on an annualized basis for Q2'24, $242 million or $968 million on an annualized basis for Q3'24, $298 million or $1.19 billion on an annualized basis for Q4'24, $237 million or $948 million on an annualized basis for Q1'25, and $261 million or $1.04 billion on an annualized basis for Q2'25.\n\nA transacting 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).", "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 17:20:00.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "bdf6d629-aa82-47ab-8019-85bbe03f425f", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.13, "x": 0.033, "y": 0.145 }, "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 17:20:00.846+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "f8d229a6-0420-45c4-a4b9-edbcf785ae5b", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 28, "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": 54, "componentCount": 5, "textChars": 1849, "nDataPoints": 0, "notes": null, "elementsJson": [ "paragraph" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:10.556+00", "seconds": 12.622, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/28", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-28", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": { "h": 0.15, "w": 0.45, "x": 0.033, "y": 0.48 }, "kind": "paragraph", "text": "SLIDE 18\nInflows per transacting active refers to total inflows in the quarter divided by monthly actives for the last month of the quarter. Inflows refers to funds entering the Cash App ecosystem. Inflows does not include the movement of funds when funds remain in the Cash App ecosystem or inflows related to the Afterpay app.", "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 17:20:10.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "094d4b77-73e6-4773-add9-9e8f2d2f3049", "parentComponentId": null }, { "bbox": { "h": 0.18, "w": 0.45, "x": 0.51, "y": 0.21 }, "kind": "paragraph", "text": "SLIDE 19\nCash App Borrow annualized net margin is calculated by taking Cash App Borrow variable profit margins on a per cohort basis and dividing it by the weighted average life of the loan cohort and multiplying by 365. We calculate Cash App Borrow variable profit as gross profit less risk loss and certain other processing costs. We calculate Cash App Borrow variable profit margin by dividing Borrow variable profit by originations.", "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 17:20:10.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "511c71c4-16a2-4e11-b2dd-3a22b60e1a9b", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.51, "y": 0.41 }, "kind": "paragraph", "text": "SLIDE 21\nBanking Active is defined as a Cash App account that has deposited a paycheck or spent at least $500 per month across Cash App including Cash App Card, Cash App Pay, Cash App Afterpay, and ACH bill pay for the last month of the quarter.\n\nBitcoin Account is defined as a Cash App account that has had a positive Bitcoin balance for the last month of the quarter.\n\nStock Account is defined as a Cash App account that has had a positive balance in stocks for the last month of the quarter.", "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 17:20:10.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "c5844a91-7b26-408d-afb4-51b9ff0e1ed0", "parentComponentId": null }, { "bbox": { "h": 0.25, "w": 0.45, "x": 0.033, "y": 0.21 }, "kind": "paragraph", "text": "SLIDE 4 & 11 & 12\nSquare GPV is defined as the total dollar amount of all card and bank payments processed by sellers using Square, net of refunds. Constant currency growth is calculated by assuming international results in a given period and the comparative prior period are translated from local currencies to the U.S. dollar at rates consistent with the monthly average rates in the comparative prior period. We discuss growth on a constant currency basis because a portion of our business operates in markets outside the U.S. and is subject to changes in foreign exchange rates.", "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 17:20:10.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "d2dd41e1-1b4b-42de-a59b-9527dff53a9a", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.13, "x": 0.033, "y": 0.145 }, "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 17:20:10.556+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2c74ade0-831f-436f-8fd5-6026d4fedd46", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 29, "type": "analysis", "title": "The table reconciles GAAP operating income to non-GAAP adjusted operating income by adding back various expenses like amortization, acquisition costs, and restr", "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": 267, "nDataPoints": 55, "notes": "The table reconciles GAAP operating income to non-GAAP adjusted operating income by adding back various expenses like amortization, acquisition costs, and restructuring charges.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.185+00", "seconds": 2.532, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/29", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-29", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted Operating Income: $549,569", "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-b677-24f2a3a6ba07", "parentComponentId": null }, { "bbox": { "h": 0.02, "w": 0.47, "x": 0.033, "y": 0.192 }, "kind": "subtitle", "text": "Adjusted Operating Income (in thousands, except for percentages)", "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 17:20:01.185+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "284eec7a-8ef0-4290-a216-7b11ed3863d2", "parentComponentId": null }, { "bbox": { "h": 0.65, "w": 0.82, "x": 0.09, "y": 0.28 }, "kind": "table", "text": "Financial reconciliation table with rows for income components and columns for five quarterly periods ending between June 2024 and June 2025.", "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 17:20:01.185+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "0eb0fefe-3f5b-4dd1-b691-c334c43378bd", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.31, "x": 0.033, "y": 0.145 }, "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 17:20:01.185+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "fe8baf22-aa12-46a5-a245-8f718b88f349", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true }, { "page": 30, "type": "analysis", "title": "The table provides a bridge from Net Income to Adjusted EBITDA by adding back various non-cash and non-recurring expenses.", "function": "analyze_data", "rawType": "appendix_data", "block": null, "metadata": { "slideType": "appendix_data", "slideTypeCanon": { "name": "Appendix data", "slug": "appendix_data", "status": "active", "canonId": "019de52d-078a-745b-9ee4-c15f2f539acd", "version": 1, "description": null }, "function": "analyze_data", "functionCanon": { "name": "Analyze data", "slug": "analyze_data", "status": "active", "canonId": "019de52d-1590-7413-8c82-cc218cff40b4", "version": 1, "description": null }, "density": "balanced", "densityScore": 26, "componentCount": 4, "textChars": 199, "nDataPoints": 75, "notes": "The table provides a bridge from Net Income to Adjusted EBITDA by adding back various non-cash and non-recurring expenses.", "elementsJson": [ "data_table" ], "confidence": 1, "extraction": { "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "at": "2026-05-02 17:20:01.371+00", "seconds": 2.657, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019dd923-5efe-75c0-8dff-9fffb53b8418/30", "deck": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418", "deckAnchor": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418#slide-30", "deckJson": "/decks/019dd923-5efe-75c0-8dff-9fffb53b8418.json" }, "components": [ { "bbox": null, "kind": "metric", "text": "Adjusted EBITDA: $891,422", "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-b678-8b46e58a1851", "parentComponentId": null }, { "bbox": { "h": 0.021, "w": 0.402, "x": 0.034, "y": 0.191 }, "kind": "subtitle", "text": "Adjusted EBITDA (in thousands, except for percentages)", "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 17:20:01.371+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bc1e5e8-d810-4345-847c-a63a78972c88", "parentComponentId": null }, { "bbox": { "h": 0.645, "w": 0.824, "x": 0.088, "y": 0.285 }, "kind": "table", "text": "Financial reconciliation table with rows for income components 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 17:20:01.371+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "500f8f30-cee9-4ed8-91fc-d56416cf2c66", "parentComponentId": null }, { "bbox": { "h": 0.035, "w": 0.308, "x": 0.034, "y": 0.143 }, "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 17:20:01.371+00", "model": "google/gemini-3.1-flash-lite-preview-20260303", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "39b76921-4e93-4bee-8994-9f1f60bd67a4", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 1, "to": 4, "label": "Attention", "description": "The document starts with a cover page and key messages, grabbing the audience's attention." }, { "from": 5, "to": 7, "label": "Need", "description": "The document presents financial objectives and KPI dashboards, highlighting the need for growth and profitability." }, { "from": 8, "to": 13, "label": "Satisfaction", "description": "The document showcases Block's strategic priorities, growth across diverse geographies, and upmarket progress, satisfying the audience's need for growth and profitability." }, { "from": 24, "to": 25, "label": "Action", "description": "The document concludes with 2025 Full Year Guidance and Q3 2025 Guidance, encouraging the audience to take action." } ], "loops": [ { "from": 5, "to": 7, "label": "Cost Of Inaction", "description": "What are the costs of not investing in Block's growth and profitability?" }, { "from": 9, "to": 13, "label": "Quick Win Big Bet", "description": "What are the opportunities for quick wins and big bets in Block's growth and profitability?" } ] }