95 annotations
what factors led you to decide that Afterpay specifically is the best fit for Square versus alternative BNPL players or doing organic investment?
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2021 Q2
19 Mar 24
Afterpay's Buy Now Pay Later product can help strengthen our existing ecosystems and help – we can help Afterpay expand with small-and medium-sized businesses in in-person and additional verticals
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2021 Q2
19 Mar 24
Afterpay offers truly interest-free products that don't require any credit history, something vastly different from what we've seen with other Buy Now Pay Later products
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2021 Q2
18 Mar 24
Square will acquire Afterpay for approximately US$29 billion where Afterpay shareholders will receive a fixed exchange ratio of 0.375 shares of Square Class A common stock for each ordinary share of Afterpay they own
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2021 Q2
18 Mar 24
we expect Afterpay to be accretive to gross profit growth
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2021 Q2
18 Mar 24
Afterpay's merchant base will have access to 4x more consumers and Cash App will have access to 16 million Afterpay consumers who represent a complementary demographic base.
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2021 Q2
18 Mar 24
Afterpay's business has strong cohort economics, providing a durable foundation for growth across its merchants and consumer base
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2021 Q2
18 Mar 24
By integrating Afterpay directly into our Cash App and Seller ecosystem, we can expand each brand's customer base, strengthen each other’s products and build connection
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2021 Q2
18 Mar 24
ecosystem that we can further turn on to all of our passionate customers
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2021 Q3
18 Mar 24
I would directionally point you back to discovery with a larger base of customers, we get more opportunities to introduce discovery features to our network
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2021 Q3
18 Mar 24
it gives us a lot more opportunity to strengthen our existing products, but also create new products on top of cash up as the foundation
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2021 Q3
18 Mar 24
55 million monthly transacting actives up 11% year-over-year
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2023 Q3
6 Nov 23
we implement the absolute number cap on the number of people that we have at the company and look to drive operational leverage and efficiencies across our business. This is a key focus area for us.
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2023 Q3
2 Nov 23
we expect to drive meaningful leverage on SBC over time, starting in 2024.
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2023 Q3
2 Nov 23
vertical point of sale in Square.
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2023 Q3
2 Nov 23
I believe that Bitcoin will continue to increase in value, not just in monetary value, but in use case value to the world. And I do believe that it will be a big part of the future of commerce.
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2023 Q3
2 Nov 23
And what that means is ultimately getting to direct deposit and winning a majority of their direct deposit because that really indicates that they're seeing this as a financial home for them.
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2023 Q3
2 Nov 23
Square leadership
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2023 Q3
2 Nov 23
So in terms of bringing these ecosystems together, I think the place to look at is going to be commerce.
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2023 Q3
2 Nov 23
So in terms of bringing these ecosystems together, I think the place to look at is going to be commerce.
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2023 Q3
2 Nov 23