BLOCK Investment & Profitability Ecosystem Overview slide image

BLOCK Investment & Profitability Ecosystem Overview

BLOCK Fixed Expenses Variable expenses are investments that we incur to drive the next dollar of gross profit growth, and these typically scale with gross profit. These include discretionary expenses such as sales & marketing investments and teams, customer success teams, as well as non-discretionary expenses such as risk loss, or Cash App peer-to-peer expenses on transaction costs and risk loss. Fixed expenses are investments that may drive longer-term growth, and generally do not scale with an additional dollar of gross profit. These include expenses such as our product and general & administrative teams, professional fees incurred, and corporate overhead expenses such as rent & facilities. ($ in thousands) Total gross profit Fixed expenses 2015 345,195 2017 839,306 2019 1,889,685 2021 66 4,419,823 Plus: Fixed personnel expenses (G&A and product development personnel) 129,923 243,310 464,090 886,433 Plus: Professional fees and subscriptions (including add back for acquisitions) 38,185 56,594 68,140 252,713 Plus: Facilities expenses 35,022 50,066 109,238 236,332 Total fixed expenses Total fixed expenses (% of gross profit) 203,130 349,970 641,468 1,375,478 59% 42% 34% 31%
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