2025 Q3 Investor Presentation

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arc beats above · slides in the middle · loops below · scroll → 0 LOOPS

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Narrative range 29 total

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Whole deck 29 slides 100% 29/29 slides 100% 29/29 slides · 154 hits

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10.3% 3/29 slides · 4 hits

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every slide · same image gating as the playbook

front_matter

summarize

summarize

summarize

quantify_impact

Includes detailed footnote regarding accounting adjustments for bitcoin investments and tax assets.analyze_data

quantify_impact

front_matter

present_solution

The slide attributes the growth to specific product lines: Cash App Borrow, BNPL, and Cash App Card.quantify_impact

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quantify_impact

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summarize

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The chart highlights the stability of margins despite a 134% YoY growth in originations to $22 billion.quantify_impact

analyze_data

quantify_impact

illustrate_case

transition

The slide uses a pillar-based framework to connect strategy to measurement.summarize

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summarize

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The chart tracks GPV performance from Q3 2024 to Q3 2025.analyze_data

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The chart shows a stacked bar breakdown of GPV by seller size categories (<$125K, $125K-$500K, >$500K) for Q3 2023, 2024, and 2025.quantify_impact

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illustrate_case

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Includes a disclaimer regarding non-GAAP metrics.summarize

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The slide uses 'Rule of X' to refer to the Rule of 40 metric.summarize

appendix

appendix

appendix

The table highlights adjustments for amortization, integration costs, contingencies, and share-based compensation.analyze_data

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The table reconciles Net income to Adjusted EBITDA by adding back various non-cash and non-recurring items.analyze_data

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