Block, Inc. · NYSE:XYZ
Block — Investor Day (2025)
32 slides from Block's investor day presentation, 2025
Slide 1: Neighborhoods
INVESTOR DAY 2025 Neighborhoods Brian Grassadonia
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Slide 4: Mclonald's
8 | Mclonald's ‘COMBOS Se: w= $599 8 xy al
Slide 5: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
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BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
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BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 8: Neighborhoods in Cash App
Sjoybakeshop Solympio Sorilednstackes Neighborhoods Srangoonbistro Seitheror Stomochicken Local Cash $2213 1 TE Rico eae run Free 3 1 Williams Ave- Open Neighborhoods [ga Joy Bakeshop $joybakeshop - Ca dof fresh, crisp greens tossed ina zesty, nine rice, perfectly 5 refreshing and ight side dish. ay
Slide 9: First Party Online Ordering
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS First Party Online Ordering Network-wide Rewards Pooled Stored Balance Loyal Base of Followers Free Marketing without Gatekeeping
Slide 10: Network-wide Rewards
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS First Party Online Ordering Network-wide Rewards Pooled Stored Balance Loyal Base of Followers Free Marketing without Gatekeeping
Slide 11: Pooled Stored Balance
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS First Party Online Ordering Network-wide Rewards Pooled Stored Balance Loyal Base of Followers Free Marketing without Gatekeeping
Slide 12: Loyal Base of Followers
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS First Party Online Ordering Network-wide Rewards Pooled Stored Balance Loyal Base of Followers Free Marketing without Gatekeeping
Slide 13: Free Marketing without Gatekeeping
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS First Party Online Ordering Network-wide Rewards Pooled Stored Balance Loyal Base of Followers Free Marketing without Gatekeeping
Slide 14: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 15: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 16: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 17: 250K Quick Serve Restaurants, 320M Unique Cards
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS 250K Quick Serve Restaurants 320M Unique Cards Represents quick service restaurant ( + +
Slide 18: % of Customer Base Enrolled
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS Q1 Cohort Q2 Cohort Q3 Cohort 6.0 % of Customer Base Enrolled 5.0 4.5 4.0 3.7 2.0 0.0 5 10 15 20 25 30 Week Number Depicts growth in Neighborhoods enrollment across quarterly seller cohorts, measured as the percentage of cards seen at each seller that have enrol
Slide 19: % of Customer Base Enrolled
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS Q1 Cohort Q2 Cohort Q3 Cohort Seller One Seller Two 12.0 11.1 10.3 10.0 % of Customer Base Enrolled 8.0 6.0 5.0 4.5 4.0 3.7 2.0 0.0 5 10 15 20 25 30 Week Number Depicts growth in Neighborhoods enrollment across quarterly seller cohorts, measured as the percentag
Slide 20: Not active on Cash App in past quarter
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS 50% Not active on Cash App in past quarter Represents the percentage of new actives to Neighborhoods that were not active in the last quarter as of September 30, 2025. ~
Slide 21: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 22: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 23: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 24: $300B Annual Inflows, 1% Payment Processing
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS $300B Annual Inflows 1% Payment Processing Represents inflows into Cash App over the last 12 months as of September 30, 2025. The 1% processing fee applies to in-app orders placed through Cash App. +
Slide 25: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 26: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 27: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 28: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 29: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 30: BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS
Slide 31: Quick serve restaurant opportunity on Square in San Francisco
BLOCK INVESTOR DAY 2025 NEIGHBORHOODS Map drawn to indicate approximate opportunity of quick serve restaurant locations on Square in San Francisco. Dots represent approximate locations and are not to be used as a geographic reference.
Slide 32: Thank You!
THANK YOU!