In what was supposed to be the biggest crises for them, $SQ instead knocks the cover off the ballhttps://t.co/8C51DIWyXr

— OptionsTrader32 (@optionstrader32) August 4, 2020

$SQ Impressive! That revenue acceleration from +44% to +64%. Incredible! https://t.co/VBmF7mhfGw pic.twitter.com/ZMzubBUqtM

— JaguarAnalytics (@JaguarAnalytics) August 5, 2020

$SQ (+10.4% pre) Square surges after reporting 64% jump in revenue, more customers using Cash App - CNBChttps://t.co/MBlu7Ohiey

— Open Outcrier (@OpenOutcrier) August 5, 2020

Surprise! Square reports Q2 results a day early (forced by Bbg scoop)$SQ prints a 64% jump in revenue, massive growth in customers using Cash App, and sellers moving online during pandemic. Shares pop 11% in after-hours trading.

More here ?https://t.co/oyzXFg294P

— Kate Rooney (@Kr00ney) August 5, 2020

Square surges after reporting 64% jump in revenue, more customers using Cash Apphttps://t.co/oUbZ1sd9RM#PoolsApp #finance #stocks #investing #trading

Major Update Coming Soon!!https://t.co/5CssvbWuV0 pic.twitter.com/y8iNEKjRBM

— Pools (@PoolsApp) August 5, 2020

$SQ up 11% after hours
Square (SQ) earnings Q2 2020 https://t.co/NdJeM5NoxU

— Will Meade (@realwillmeade) August 5, 2020

So @business accidentally leaked #Earnings a day early?

How does that happen & why would #square give the embargoed numbers that far in advance? ?

Oh well $sq ⬆️12% on customers keeping more money on #cashapp ?86% from the prior quarter & 30mln usershttps://t.co/v2gyfgDRmR

— Susan Li (@SusanLiTV) August 5, 2020

$SQ crushed it on earnings and it was because of Cash App. Q2 2020: $1.92 billion in net revenue- a 64% jump y/y. ADJ EPS was 18 cents when expected EPS was 5 cents. Shares soared above $151 on the news. https://t.co/nF6B1HrJeM

— Kouichi Shirayanagi (@Whitewillow64) August 5, 2020

We scooped their earnings!!! https://t.co/d0PN4DWblM $SQ https://t.co/vVak7xIjad

— Katie Roof, mask wearer ? (@Katie_Roof) August 4, 2020

Square’s stock soaring in after hours trading after we scooped their earnings beat! They were supposed to announced tomorrow after the bell https://t.co/d0PN4DWblM

— Katie Roof, mask wearer ? (@Katie_Roof) August 4, 2020

BREAKING: Square says Cash App generated $875 million in bitcoin revenue during Q2, posting $17 million in gross profit https://t.co/gYmi3FnUsX

— The Block (@TheBlock__) August 4, 2020

Square says Cash App generated $875 million in bitcoin revenue during Q2, posting $17 million in gross profit https://t.co/60u6iae7uk

— Frank Chaparro (@fintechfrank) August 4, 2020

Square said that it made $875 million in #Bitcoin revenue in the second quarter via its Cash App

Cash App generated $17 million in #BTC gross profit for Q2$BTC revenue & gross profit benefited from an increase in $BTC actives & growth in customer demandhttps://t.co/0V8LOAvtwr

— XRPcryptowolf (@XRPcryptowolf) August 5, 2020

ICYMI: Square says Cash App generated $875 million in bitcoin revenue during Q2, posting $17 million in gross profithttps://t.co/gYmi3FnUsX

— The Block (@TheBlock__) August 5, 2020

.@Square says @CashApp generated $875 million in #bitcoin revenue during Q2 https://t.co/kKx7Hm6OjY

— Dennis Parker (@Xentagz) August 5, 2020

Square says Cash App generated $875 million in #bitcoin revenue during Q2, posting $17 million in gross profithttps://t.co/QbvExb9byC pic.twitter.com/uZMSHZ9DZd

— Smaulgld (@Smaulgld) August 5, 2020

.@Square earnings: the @CashApp bitcoin business went ?? in Q2! https://t.co/4CKP7D7xzP $SQ pic.twitter.com/4WD8Svc43R

— Mike Dudas (@mdudas) August 4, 2020

Cash App generated $875 million of bitcoin revenue and $17 million of bitcoin gross profit during the second quarter of 2020, up 600% and 711% year over year, respectively.https://t.co/wFEcEa2juK

archive: https://t.co/7n0F9ELQV6 pic.twitter.com/vzeb1kXBX0

— No Bullshit Bitcoin (@nobsbitcoin) August 5, 2020

スクエア決算
Square (NYSE:SQ) Q2'20
EPS $0.18 予想＋$0.23
売上 $1.923B (+63.8% Y/Y) 予想＋$793M
GPV -15%

▷ Cash Appが爆発的成長(売上総利益 +167%)で牽引

▷ 決算前にリークがあったため、そのまま開示

▷ 株価は時間外で+10%上昇https://t.co/WXRe3rHQt7 pic.twitter.com/dEJnFCGunC

— 米国株 決算マン (@KessanMan) August 5, 2020

Square's Q2 results were sent out a day earlier than expected, the full report can be found below.https://t.co/Wt5LhlKg08

— Kevin Rooke (@kerooke) August 4, 2020

ほんとだww
完全に $SQ 出てるwwhttps://t.co/FH5Ak2LLZY

— やす ?? ベンチャーキャピタル (@YasLovesTech) August 5, 2020

$SQ Impressive! That revenue acceleration from +44% to +64%. Incredible! https://t.co/VBmF7mhfGw pic.twitter.com/ZMzubBUqtM

— JaguarAnalytics (@JaguarAnalytics) August 5, 2020

Square BitCoinの取引額そんなにあるのか "2020-Q2-Shareholder-Letter-Square.pdf" https://t.co/ITYQXQWOFy

— azu (@azu_re) August 5, 2020

According to Square’s Q2 investor letter, SQ deducts all bitcoin revenue from their financial statements. Imagine running a business with a 875M revenue stream that grew 600% y/y and explicitly underreporting it.

Nothing is priced in.https://t.co/qSy2Pq2iES https://t.co/L6rITZH2IO

— Filippo Brunelleschi (@Brunelleschimo) August 5, 2020

$SQ Earnings leak early! https://t.co/hAH1t4OpNK

— Justin Pulitzer Ťг?ⒹＥᔕ ?? (@JustinPulitzer) August 5, 2020

相当昔の元カノ、 $SQ の2Q決算のYonY

決済手数料：-12%
サブスク：+37.8%
ビットコイン：+700%

店舗決済なので自粛影響から決済GMV下がるのは理解できます。売上比率の45.5%がビットコイン取引になってきたのを見ると、うーん。。これは一過性なのでは？と感じる。https://t.co/mmqToWZvZU

— 梅木雄平@Mr.サブスクリプション (@umekida) August 5, 2020

Full @Square Q2 Shareholder Letter leaks

Highlights thread ?

*Gross profit $597 million, up 28% YOY
*Cash App gross profit up 167% YOY to $281 million
*Seller ecosystem gross profit $316 million, down 9% YOY
*Total net revenue $1.92 BILLION, up 64% YOYhttps://t.co/3DdazkOvyd https://t.co/xm7GVWrKtB

— Paul Loberman (@ploberman) August 5, 2020

あれ？違うもしかして公式リリース？https://t.co/LFRzUhrkaW

— neko (@2020kk11) August 5, 2020

Holy cow. So Square's IR page doesn't advertise the Q2 results, but if you load up the Q1 letter and change the Q1's to Q2's, it loads. Report here: https://t.co/bSwSPy6Vqd https://t.co/8VQ4zYABjd

— Michael McSweeney (@mpmcsweeney) August 4, 2020

Squareの四半期収益はビットコイン取引で8億7,700万ドル#BTC https://t.co/LXPR07pXks

— コイン海外速報 -仮想通貨ニュース- @フォロバ100% (@CoinNewsFlash) August 5, 2020

Square reports $875M BTC sold in Q2 as $875M of rev. Thus ~half of their $1.9B Q2 rev.$SQ is now up 8% ($65B market cap).

Using the same odd accounting practice for reporting BTC sales —

Coinbase prob does ~$14B in BTC sales per quarter...

Ridiculoushttps://t.co/A4CgwtKukU

— Hunter Horsley (@HHorsley) August 5, 2020

Square Inc. $SQ が予定よりもはやく、第2四半期の売上高を報告。
・純売上高は19億2000万ドル（前年同期の11億7000万ドル +64％増）
・株価は時間外取引で約11％急上昇
→オンライン決済を活用して生き残ろうとするビジネスの需要を吸収。コロナは追い風。https://t.co/X2rhz8ThkO #米国株 pic.twitter.com/3mp7A68H6W

— cypher / サイファー@米国株 (@cypherstock) August 5, 2020

Cash App drives Square strong Q2 Results: https://t.co/fRVOL5ZJBy

— PYMNTS (@pymnts) August 5, 2020

Cash App generated $875 million of bitcoin revenue and $17 million of bitcoin gross profit during the second quarter of 2020, up 600% and 711% year over year” Square said in its Q2 results report. https://t.co/CcaLbTn6iD

— Brian Estes (@BrianEstes32) August 5, 2020