Block, Inc. · XYZ · Next earnings

Block, Inc. next earnings report

XYZ's next report date is not on the calendar yet. Here is where the last quarter left off and what remains open. Last quarter: Block raises 2026 outlook as AI and GPV momentum continue

Date not yet scheduled Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.03 Analyst average (20 estimates)
Consensus revenue $6.60B Analyst average (18 estimates)
Report date TBD Not yet on the calendar
Session Session not yet known

Where XYZ left off: FY2026 Q2

Full report

Block raises 2026 outlook as AI and GPV momentum continue

EPS surprise +17.1% Reported $1.02 vs $0.87
Revenue surprise +2.2% Reported $6.62B vs $6.47B
Stock move -6.2% Event window
Subsequent drift +5.5% Up to 20 sessions

Management raised full-year 2026 guidance, including gross profit, adjusted operating income and EPS growth outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory and component inflation could pressure hardware margins.
  • AI token and compute costs may rise without efficient management.
  • Cash App Borrow growth may normalize.
  • ISO and field-sales expansion carries execution risk.
  • SFS expansion increases regulatory and compliance exposure.

Questions analysts left open

  • AI infrastructure costs versus productivity gains
  • Hardware memory inflation and margin pressure
  • Cash App Borrow loss-rate trajectory
  • Execution and compliance risk as SFS expands

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Recent XYZ quarters

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.