BLOCK Investment & Profitability Ecosystem Overview slide image

BLOCK Investment & Profitability Ecosystem Overview

BLOCK Appendix Slide 21 Square "Return on investment (ROI)" measures the effectiveness of sales and marketing spend. ROI is calculated by dividing cumulative cohort gross profit of each cohort of sellers by GAAP sales and marketing expenses for the applicable period, excluding the following: Cash App sales and marketing expenses, Caviar sales and marketing expenses, and the portion of sales and marketing expenses from the legacy Weebly business. Cumulative cohort gross profit excludes gross profit from hardware, Square Gift Cards, and Weebly prior to the acquisition. We begin measuring returns for the first full quarter's worth of data for each cohort. Slide 22 Square "gross profit retention" is calculated as the year-over-year gross profit growth of a quarterly seller cohort, averaged over the last four quarters (excluding gross profit from hardware, Square Gift Cards, Caviar, and Weebly prior to the acquisition). We do not include hardware or gift cards because they are typically non-recurring in nature, gift cards do not have a material impact to the trend, and we view hardware as an acquisition tool and not a profit center for our business. Slide 31 "Transacting active" or "active" is a Cash App account that has at least one financial transaction using any product or service within Cash App during the specified period. A transacting active for a specific Cash App product has at least one financial transaction using that product during the specified period and is referred to as an active. Certain of these accounts may share an alias identifier with one or more other transacting active accounts. This could represent, among other things, one customer with multiple accounts or multiple customers sharing one alias identifier (for example, families). Slide 36 Cash App "acquisition spend" includes paid marketing, referrals and incentives, brand awareness and social marketing expenses for a given period, and excludes peer-to-peer processing and risk loss. Slide 37 Cash App "cohort" represents the new actives onboarded to Cash App during a given period. Cash App "Return on investment (ROI)" or "payback period" measures the effectiveness of acquisition marketing spend, and is calculated by taking a given Cash App monthly cohort's cumulative gross profit net of peer-to-peer expenses, and dividing by acquisition marketing spend for the month when the given cohort was onboarded. Cash App gross profit net of P2P expenses is calculated as gross profit across Cash App transaction-based profit, Cash App Card gross profit including interchange and ATM withdrawals, Instant Deposit gross profit for Cash App, bitcoin gross profit and less certain variable sales and marketing expenses, including "P2P expenses" or processing costs and risk loss on peer-to-peer transactions. Slide 38 Cash App "gross profit retention" is calculated as the year-over-year gross profit growth of an annual Cash App customer cohort, excluding contra revenue and interest income. A customer's annual cohort is determined based on the date they first became a transacting active on the platform. For example, retention for our 2019 cohort is the average annual gross profit growth from actives who had their first transaction in 2019. 60
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