NYSE$XYZ

Block Inc. · Q2 2021 earnings

Q2 2021 earnings · · Investor relations

Briefing

Block Inc. experienced substantial revenue and gross profit growth, driven by both Cash App and Seller ecosystems.

Block Inc. reported strong growth in the second quarter of 2021. Total net revenue increased by 143% year-over-year to $4.68 billion, and gross profit grew by 91% year-over-year to $1.14 billion. The Cash App ecosystem and Seller ecosystem were key drivers of this growth.

  • Total net revenue was $4.68 billion, up 143% year over year.
  • Gross profit was $1.14 billion, up 91% year over year.
  • Cash App gross profit increased 94% year over year to $546 million.
  • Seller ecosystem gross profit increased 85% year over year to $585 million.

Headline financials

Total Revenue

$4.68B

Previous: $1.92B+143.3%
EPS (adj)

$0.66

Previous: $0.18+266.7%
Cash App MTA

40.0M

Previous: 30.0M+33.3%
Capital Expenditures

-$66.6M

Previous: -$56.6M-17.8%
Free Cash Flow

$231M

Previous: -$208M+210.9%
Net Income

$204M

Previous: -$11.5M+1877.5%
Operating Income

$125M

Previous: -$23.1M+642.2%
Gross Profit

$1.14B

Previous: $597M+91.2%
Cash & Equivalents

$4.58B

Previous: $1.97B+132.2%
Total Assets

$13.8B

Previous: $7.81B+76.8%
Stock-Based Comp

$146M

Previous: $96.4M+51.8%

Revenue & EPS history

Block Inc. · Revenue · Quarterly

$4.68B

Q2 2021+143.3%vs Q2 2020
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

Block Inc. · $7.98B total across 3 segments · Q3 2023

  • Cash App
    $3.58B+33.6%
  • Bitcoin Ecosystem
    $2.42B+37.3%
  • Square
    $1.98B+11.9%

Forward guidance

Company expects to prioritize investments in Cash App and Seller ecosystems to drive long-term returns.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2021

Historical avgQ2 2021

+1.2%

Avg return

Earnings day

+2.5%

Avg return

5 days after

+4.0%

Avg return

30 days after

52%

24 / 46 earnings

Positive

+35.1%

Q4 2021

Best reaction

-24.5%

Q1 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+7.3%+1.7%-3.6%
Q4 2025-4.2%+19.6%+2.7%
Q3 2025-7.7%-7.3%-13.8%
Q2 2025-4.5%+0.1%-2.5%
Q1 2025-20.4%-18.0%+5.6%
Q4 2024-17.7%-21.4%-26.4%
Q3 2024-4.0%+12.4%+26.5%
Q2 2024-2.4%-7.5%+6.8%
Q1 2024+3.9%+7.1%-4.1%
Q4 2023+22.4%+20.5%+25.3%
Q3 2023+18.8%+24.6%+58.8%
Q2 2023-14.7%-16.3%-21.9%
Q1 2023-0.1%+0.0%+7.0%
Q4 2022+6.1%+5.2%-16.8%
Q3 2022+10.0%+14.4%+24.8%
Q2 2022-0.4%-7.9%-24.7%
Q1 2022-9.9%-21.0%-22.2%
Q4 2021+35.1%+42.1%+46.9%
Q3 2021-6.0%-8.6%-28.2%
Q2 2021+10.2%+11.3%+8.4%
Q1 2021+0.6%-4.8%-7.8%
Q4 2020-11.5%-14.2%-22.2%
Q3 2020+15.6%+0.4%+21.5%
Q2 2020+8.7%+9.2%+13.4%
Q1 2020+11.9%+12.3%+34.8%
Q4 2019+2.9%+4.7%-30.8%
Q3 2019+5.5%+4.5%+11.3%
Q2 2019-13.4%-19.7%-23.1%
Q1 2019-7.0%-3.7%-14.9%
Q4 2018+4.2%-4.2%-3.9%
Q3 2018-2.7%-9.7%-21.4%
Q2 2018+12.4%+9.7%+37.1%
Q1 2018+2.1%+6.1%+23.3%
Q4 2017-1.1%-1.1%+5.7%
Q3 2017+3.3%+8.8%+3.6%
Q2 2017-5.9%-4.2%-3.3%
Q1 2017+5.8%+4.0%+23.3%
Q4 2014-0.6%-3.1%-1.2%
Q4 2016+17.2%+22.6%+13.4%
Q3 2015+8.3%+10.4%+18.0%
Q3 2016+5.2%+8.8%+13.5%
Q2 2015+6.8%+8.2%+15.4%
Q2 2016+12.6%+12.0%+19.9%
Q1 2015-24.5%
Q1 2016-23.7%
Q4 2015-1.6%
Q3 2014
Q2 2014
Q1 2014

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