XYZ · 8-K · 20260805PR335117

Segment Revenue Performance

Block, Inc. · 2026-08-05 · Importance 69 · Surprise 64 · No source text

Cash App gross profit increased 31% year over year to $1.973 billion in Q2 2026, supported by Commerce Enablement and Financial Solutions. Cash App Commerce Enablement volume grew 17% to $56.5 billion, while its monetization rate increased 12 basis points year over year to 1.65%. Cash App consumer lending origination volume rose 59% to $18.9 billion, driven primarily by Cash App Borrow. Square gross profit increased 13% to $1.160 billion, while Square GPV rose 13% to $72.8 billion, including 28% international GPV growth and 9.8% U.S. GPV growth.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+50.5%Commerce enablement revenue for the three months ended Jun. 30, 2026: $3,341,571 (in thousands).
revenuepositiverealized+28.6%Bitcoin ecosystem revenue for the three months ended Jun. 30, 2026: $1,893,748 (in thousands).
operating_incomepositiverealizedCommerce Enablement gross profit in Q2 2026: $1,805 million, up 18% year over year.