SQ

Summary Square held a virtual analyst meeting on March 24. The company discussed some favorable operating trends that it had experienced in the first two months of the year. It presented revised guidance for the first quarter given the impact of the virus on the overall economy. The company had enjoyed a very substantial upside…

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Summary The world has turned upside down in a few weeks as the economic impacts of both the virus and the oil price war take hold. Most portfolios have taken massive hits. It is important to try to put this setback in perspective and to try to be rational in dealing with the analysis of…

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August 22, 2019 Summary Square shares fell noticeably after a quarterly earnings release that should have heartened investors. The company continues to grow at 45% +. Concerns about the 25% growth in GMV miss the point of the company’s “eco-system” strategy. The company is seeing triple digit growth in its “Cash” business segment, now 22%…

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November 20, 2018 Summary Square reported very strong results and yet the shares plunged. Overall the shares are now down by more than 35% since their peak on September 28th. The results were once gain a substantial beat in terms of both revenue growth which reached 68% and adjusted EBITDA which more than doubled. While…

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May 8, 2018 Summary Both Shopify and Square reported the results of their March ending quarter this past week. In both cases, the results were substantially above the consensus and guidance was increased substantially. In both cases, some of the negative buzz that had arisen based on the comments of a professional short seller were proved…

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May 8, 2018 Summary Both Shopify and Square reported the results of their March ending quarter this past week. In both cases, the results were substantially above the consensus and guidance was increased substantially. In both cases, some of the negative buzz that had arisen based on the comments of a professional short seller were…

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May 8, 2017 Summary Square reported the results of its fiscal Q1 last week. The results were a beat on revenues of a noticeable level and an even more significant beat on profits. Management did raise guidance modestly but not by much more than the Q1 beat and the adjustment for the interest costs of…

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Feb. 26, 2017 Summary Square reported the results of its fiscal Q4 late last week and did turn the corner to full-year adjusted net income. The company overattained its projected revenues and much of that dropped through to a far more robust bottom line than forecast. The company continues to record strong gains in payment…

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Jan. 3, 2017 Summary Square has been gaining some significant new and positive analyst coverage. Many investors and observers are still unclear about the vision of the company’s founder and CEO, Jack Dorsey. The company is based on a foundation of complementary streams of revenue and profit far beyond its payment processing services. SQ’s opportunity…

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Nov. 3, 2016 Summary Square reported the results of its September quarter earlier this morning. Simply put, the results were a beat on revenue and a more substantial beat on profitability. In addition to the beat, management significantly raised expectations for both revenues and profitability this quarter. The company achieved a number of discrete milestones…

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