Block Q1业绩超预期：全年指引上调，录得1.73亿美元比特币重估收益
由Jack Dorsey创立的金融科技公司Block公布第一季度财报，业绩超出华尔街预期，并上调了全年业绩指引。
核心数据
- Q1录得1.73亿美元的比特币重估收益
- 营收同比增长，主要得益于Cash App业务的持续增长
- 全年业绩指引上调，反映管理层对公司前景的信心
业务亮点
Block旗下两大核心业务均表现强劲：
- Square：商户支付处理量持续增长，AI驱动的商户工具受到欢迎
- Cash App：用户活跃度和交易规模双双提升，Bitcoin业务收入稳定
战略方向
Block继续推进其"比特币优先"战略，同时加大对AI和金融科技创新的投入。公司在AI代理支付等前沿领域也有所布局。
市场反应
财报公布后，Block股价上涨，投资者对业绩超预期和上调指引表示认可。
Dorsey’s Block Raises Full-Year Guidance After Strong Q1, Records $173M Bitcoin Remeasurement Gain
Financial technology company Block, founded by Jack Dorsey, reported first-quarter results that beat Wall Street expectations and raised full-year guidance.
Key Figures
- Q1 recorded a $173 million Bitcoin remeasurement gain
- Revenue grew year-over-year, primarily driven by continued Cash App business growth
- Full-year guidance was raised, reflecting management’s confidence in the company’s outlook
Business Highlights
Both of Block’s core businesses performed strongly:
- Square: Merchant payment processing volume continues to grow, AI-powered merchant tools are gaining traction
- Cash App: Both user activity and transaction volume increased, with stable Bitcoin business revenue
Strategic Direction
Block continues to advance its “Bitcoin-first” strategy while increasing investment in AI and fintech innovation. The company is also exploring frontier areas such as AI agent payments.
Market Reaction
Block shares rose following the earnings release, with investors applauding the beat and raised guidance.