XYZ · 8-K · 20260805PR335117

Revenue Performance and Mix

Block, Inc. · 2026-08-05 · Importance 49 · Surprise 32 · No source text

Second-quarter 2026 total net revenue increased 9% year over year to $6.618 billion from $6.054 billion, while six-month revenue increased 7% to $12.675 billion. Commerce enablement revenue rose 15% year over year to $3.342 billion, and financial solutions revenue rose 40% to $1.382 billion. Bitcoin ecosystem revenue declined 13% to $1.894 billion, reducing its share of quarterly revenue to approximately 29% from 36% a year earlier. Square revenue increased 16% year over year to $2.504 billion, while Cash App revenue increased 5% to $4.021 billion; Cash App Bitcoin revenue declined while its commerce enablement and financial solutions revenue grew.

Key facts

• Overall Block gross profit: $3.17 billion in Q2 2026, up 25% year over year. source
• Total net revenue for the three months ended Jun. 30, 2026: $6,617,687 (in thousands). source
• Cash App Commerce Enablement monetization rate in Q2 2026: 1.65%, up 12 basis points year over year. source

Impact estimates