Loading…
Loading…
how you think about the sustainability of that? And if you're able to keep that, if we think, like, high teens to 20% growth in Brazil
any other puts and takes cadence-wise for us to be mindful of?
can you give us some more specifics on what the obvious easy early synergies are from Alpha
can you be more specific on what you're assuming for the fully loaded growth rate there?
if you could just talk us through what the sequencing and puts and takes look like from there in May and June
just within the organic guide, it sounds like it's mostly lodging. That's a part of the 1 point cut
we're at organic in Q1, you're keeping the 11% for the year. It sounds like a lot of that acceleration is coming from U.S. vehicle
if it's possible to give us a rough sense for how big that revenue pool is and if the shutdowns having any impact on that in Q4
One of your major competitors is consolidating the number of cores they're running down by about 2/3
I wanted to go back to margins, James. I think the call-out you'd made on Banking this quarter, there was a bad debt charge. If you could quantify that
how should we think about the durability of what we're seeing come through across each of the line items, especially on cross-border
what you guys view is the right normal level of growth for each of those two buckets
what you're building in for the rest of the year across switch volume and cross-border
There's been a pretty consistent spread between those growth rates over the last few years
anything you can share on where within the business you rely on aggregators
it would be helpful if we could get an updated transaction margin dollar number for Venmo
the spread between international transaction fees and the nominal cross-border volume
I wanted to go back to the spread between gross profit and GPV growth in Square
How does that funnel down into what you're assuming for Square GPV?