Block's Reversal Is Already Here - FY2025 Guidance Implies Growth Acceleration
Portfolio Pulse from
Block's recent performance metrics, raised FY2024 guidance, and promising FY2025 commentary suggest a growth acceleration. The company's improved monetization trend and higher ARPUs/gross margins are driven by cross-selling across its fintech and subscription offerings, leading to positive consensus forward estimates and SQ stock outperformance.
January 10, 2025 | 7:15 pm
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Block's raised FY2024 guidance and promising FY2025 outlook indicate growth acceleration. Improved monetization and higher ARPUs/gross margins from cross-selling are key factors, leading to positive consensus estimates and SQ stock outperformance.
Block's raised guidance and positive outlook for FY2025 suggest strong future performance. The company's ability to cross-sell its fintech and subscription offerings has improved monetization and margins, leading to higher ARPUs. These factors contribute to positive consensus estimates and recent stock outperformance, indicating a likely positive impact on SQ's stock price in the short term.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100