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Appendix

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2023 Q4 Investor Presentation2023 Q4 Investor Presentation · Cloudflare
Consulting deck Strategy consulting 1 hit
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2024 Investor Day2024 Investor Day · Cloudflare
Consulting deck Strategy consulting 1 hit
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2024 Investor Day2024 Investor Day · Cloudflare
Consulting deck Strategy consulting 1 hit
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2024 Investor Day2024 Investor Day · Cloudflare
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2024 Investor Day2024 Investor Day · Braze
Consulting deck Strategy consulting 1 hit
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2024 Q4 Investor Presentation2024 Q4 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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Contains specific definitions for 'Corporate & Other', 'Inflows per transacting active', 'Gross profit per monthly transacting active', 'Cash App annual gross profit retention', and 'transacting active'.2024 Q4 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2024 Q4 Investor Presentation2024 Q4 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Investor Day Financial Outlook2025 Investor Day Financial Outlook · Block
Consulting deck Strategy consulting 1 hit
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2025 Investor Day Financial Outlook2025 Investor Day Financial Outlook · Block
Consulting deck Strategy consulting 1 hit
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Provides technical definitions for Square Commerce Enablement, Square Financial Solutions, and Transacting Active metrics.2025 Investor Day Financial Outlook · Block
Consulting deck Strategy consulting 1 hit
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This slide provides the detailed assumptions and calculation logic for market sizing estimates presented elsewhere in the deck.2025 Investor Day Financial Outlook · Block
Consulting deck Strategy consulting 1 hit
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2025 Q1FY26 Earnings Presentation2025 Q1FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · ActionLoop · Cost Of Inaction1 hit
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2025 Q1 Investor Presentation2025 Q1 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q1 Investor Presentation2025 Q1 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q1 Investor Presentation2025 Q1 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q2FY26 Earnings Presentation2025 Q2FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · ActionLoop · Cost Of Inaction1 hit
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2025 Q2 Investor Presentation2025 Q2 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q2 Investor Presentation2025 Q2 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q2 Investor Presentation2025 Q2 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q3FY26 Earnings Presentation2025 Q3FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting 1 hit
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2025 Q3 Investor Presentation2025 Q3 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q3 Investor Presentation2025 Q3 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q3 Investor Presentation2025 Q3 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q4FY25 Earnings Presentation2025 Q4FY25 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · ActionLoop · Cost Of Inaction1 hit
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2025 Q4 Investor Presentation2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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Provides technical definitions for Gross Profit Retention, New Volume Added (NVA), Transacting Active, and Primary Banking Active (PBA).2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2025 Q4 Investor Presentation2025 Q4 Investor Presentation · Block
Consulting deck Strategy consulting 1 hit
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2026 02 IR Deck v22026 02 IR Deck v2 · Cisco
Consulting deck Strategy consulting Beat · Action1 hit
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2026 Q4FY26 Earnings Presentation2026 Q4FY26 Earnings Presentation · Braze
Consulting deck Strategy consulting Beat · Action1 hit