Gut tells me $SQ earnings will disappoint today on cash app weakness... lets see!
Joey Hirendernath's avatar
I agree with Todd, I am mostly interested in Afterpay
Danny's Dimes's avatar
@dannydimesNovember 3
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yep... i could see a scenario where that isn't being reported yet, and for the next qtr sq suffers on post pandemic check sq cash reality check plus moderate growth merchant business -- which isn't a combo worth 100B + ...

however, if you add in possibiility as 5th network plus afterpays foothold in online commerce, it gets interesting again
.Yegor's avatar
What about the $BTC.X that’s on the balance sheet
Danny's Dimes's avatar
@dannydimesNovember 3
Author
wonder what their basis is?
Danny's Dimes's avatar
@dannydimesNovember 3
Author
will also be super curious how their "btc revenue" will look... if robinhood slowed down a ton this qtr, maybe sq will as well?
Todd Campbell's avatar
I'm very curious to see how integrating Afterpay into Cash App is progressing.
Danny's Dimes's avatar
@dannydimesNovember 3
Author
couldn't agree more... loved that acq...
Danny's Dimes's avatar
@dannydimesNovember 3
Author
*tomorrow

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