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COMPANY PROFILE

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Recent Earnings via Sean Avory at Avory & Co

  • $1.3B rev 44% y/y

  • $4.3B T12M, +9.7% q/q (BIG)

  • $28B GPV +25% y/y (accel)

  • $113B GPV run rate 77.4%

  • Subscription margin, (record) +6% y/y

  • 10.6% = marketing as % of sales, 6 Qtr low

  • 85,000 loans, $6,624 avg

  • Hardware rev +21% y/y

  • Cash App on fire

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Eric’s Opinion

Opinion info goes here.