BLOCK $XYZ Q3’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $6.72B (Est. $6.59B) 🟢; +10% YoY 🔹 Adj. EPS: $1.13 (Est. $1.03) 🟢; +109% YoY 🔹 Gross Profit: $3.24B; +22% YoY 🔹 Adj. Oper Income: $923M (Est. $855M) 🟢; +92% YoY 🔹 Adjusted EBITDA: $1.23B (Est. $1.19B) 🟢 Customers & Assets: 🔹 Cash App Actives: 60M in September; +4% YoY Raises FY26 Guide: 🔹 Adj. EPS: $4.15 (Est. $4.04) 🟢 🔹 Adjusted Oper Income: $3.5B (Est. $3.22B) 🟢 🔹 Gross Profit: $12.6B 🔹 Adjusted Operating Income Margin: 28% Q4 Guide: 🔹 Adj. EPS: $1.15 (Est. $1.15) 🟡 🔹 Adjusted Oper Income: $1.0B (Est. $988M) 🟢 🔹 Gross Profit: $3.3B FY27 Outlook: 🔹 Adjusted Oper Income: $4.6B (Est. $4.25B) 🟢 🔹 Gross Profit Growth: At least 15% YoY Other Q3 Metrics: 🔹 Cash App Gross Profit: $2.07B (Est. $1.97B) 🟢; +27% YoY 🔹 Square GPV: $76.36B (Est. $75.46B) 🟢; +14% YoY 🔹 Gross Payment Volume: $78.15B (Est. $75.46B) 🟢 🔹 Cash App Inflows: $86.00B (Est. $89.47B) 🔴; +10% YoY 🔹 Square Gross Profit: $1.16B; +14% YoY Announcements: 🔹 Square Features: Over 180 released through the first three quarters 🔹 Neighborhoods: Over 30K new seller locations; nearly $5B annualized GPV 🔹 Squaremates: Generally available in the U.S. 🔹 Square Kiosk: New voice-enabled AI self-ordering device