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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Darrin Peller | Wolfe Research | 7 (0%) |
| Tien-Tsin Huang | JPMorgan | 7 (0%) |
| Tim Chiodo | UBS | 7 (0%) |
| Dan Dolev | Mizuho Securities | 6 (0%) |
| Rayna Kumar | Oppenheimer | 4 (0%) |
| Ramsey El-Assal | Cantor Fitzgerald | 4 (25%) |
| Will Nance | Goldman Sachs | 4 (0%) |
| Harshita Rawat | Bernstein | 4 (25%) |
| Bryan Keane | Citigroup | 4 (0%) |
| Jason Kupferberg | Wells Fargo | 4 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 7 (0%) |
| UBS | 1 | 7 (0%) |
| Wolfe Research | 1 | 7 (0%) |
| Wells Fargo | 2 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $6.03B | +4.5% | $3.04 | +985.7% | 38.3% | 0.2% | 32.3% | $-13M |
| FY2025 Q1 | $5.77B | -3.1% | $0.30 | -59.5% | 39.7% | 5.7% | 3.3% | $101M |
| FY2025 Q2 | $6.05B | -1.6% | $0.87 |
| 6 (0%) |
| Mizuho Securities | 1 | 6 (0%) |
| Bernstein | 1 | 4 (25%) |
| Cantor Fitzgerald | 1 | 4 (25%) |
| Citigroup | 1 | 4 (0%) |
| +180.6% |
| 41.9% |
| 8.0% |
| 8.9% |
| $343M |
| FY2025 Q3 | $6.11B | +2.3% | $0.74 | +64.4% | 43.5% | 6.7% | 7.5% | $1.40B |
| FY2025 Q4 | $6.25B | +3.6% | $0.19 | -93.8% | 45.9% | 7.8% | 1.9% | $580M |
| FY2026 Q1 | $6.06B | +4.9% | $-0.52 | -273.3% | 48.0% | -2.8% | -5.1% | $935M |
| FY2026 Q2 | $6.62B | +9.3% | $0.15 | -82.8% | 47.8% | 6.7% | 1.3% | $967M |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
Block delivered Q1 gross profit of $2.91B growing 27% with adjusted diluted EPS of $0.85 up 52%, as record adjusted profitability was achieved alongside strong GP growth. FY2026 gross profit guidance was raised from 18% to 19% growth ($12.33B) with adjusted operating margin raised from 26% to 27%, and adjusted EPS was guided at $3.85 representing 62% year-over-year growth. The Cash App lending ecosystem expanded rapidly, AI-driven product velocity transformed development, and the Neighborhoods ecosystem began connecting sellers and consumers.
Revenue Growth | Competitive Dynamics | Subscriber Growth | Credit | Innovation & R&D | Guidance Reliability | Product Launch | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 1 | 1 | 1 | 2 | 4 | 2 |
| 2025Q1 | 3 | 1 | 1 | 3 | 1 | 5 | 2 | 1 |
| 2025Q2 | 4 | 4 | 2 | 2 | 2 | 1 | 1 | 2 |
| 2025Q3 | 4 | 5 | 3 | 2 | 3 | 1 | ||
| 2025Q4 | 4 | 2 | 2 | 3 | 2 | 1 | 3 | |
| 2026Q1 | 4 | 2 | 3 | 1 | 3 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 4 | 3 | 4 | 4 | 4 | 4 |
| Competitive Dynamics | 5 | 1 | 4 | 5 | 2 | 2 |
| Subscriber Growth | 1 | 1 | 2 | 3 | 2 | 3 |
| Credit | 1 | 3 | 2 | 2 | 3 | 1 |
| Innovation & R&D | 1 | 1 | 2 | 3 | 2 | 3 |
| Guidance Reliability | 2 | 5 | 1 | 1 | 1 | |
| Product Launch | 4 | 2 | 1 | 1 | 2 | |
| Margin | 2 | 1 | 2 | 3 |
What XYZ and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“You may have seen there's some chatter today, the company, Square is like laying off like half its workforce.”
An analyst cites Square's (Block's) large AI-driven workforce reduction as an example while asking NetApp about AI efficiency in its own development organization.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
XYZ Block, Inc. | 8 | +4.9% | |
| ADBE Adobe Inc. | 7 | +12.0% | |
| AKAM Akamai Technologies | 6 | +5.8% | |
| CPAY Corpay | 8 | +25.4% | |
| CRWD CrowdStrike | 9 | +23.3% | |
| CRWV CoreWeave, Inc. Class A Common Stock | 8 | +111.7% | |
| FFIV F5, Inc. | 8 | +11.0% | |
| FTNT Fortinet | 10 | +20.1% | |
| GDDY GoDaddy | 7 | +6.1% | |
| GEN Gen Digital | 6 | +27.0% | |
| MSFT Microsoft Corporation | 9 | +18.3% | |
| NET Cloudflare, Inc. | 10 | +33.5% | |
| ORCL Oracle Corporation | 9 | +21.7% | |
| PANW Palo Alto Networks | 6 | +14.9% | |
| PLTR Palantir Technologies | 10 | +84.7% | |
| SNPS Synopsys | 7 | +65.5% | |
| VRSN Verisign | 7 | +6.6% | |
| ZS Zscaler | 9 | +25.9% |