Block, Inc. will report its fourth quarter 2025 results on Thursday, February 26, 2026, shortly after the market close. The company has scheduled a conference call and live webcast for 2:00 p.m. Pacific Time / 5:00 p.m. Eastern Time the same day. Investors can register through the Events & Presentations section of Block’s Investor Relations website to participate in Q&A. A replay will be available on the site following the presentation.

Analysts surveyed by FactSet project Block’s fourth quarter revenue to rise to approximately $6.36 billion, up from $6.03 billion in the prior-year period, reflecting a 5.5% year-over-year increase. Consensus earnings per share are pegged at $0.65, down from $0.71 in Q4 2024, with expectation that cost of revenue will tick higher as the company continues to invest in bitcoin infrastructure and international expansion.

Jefferies analysts note that while a modest earnings beat is possible, shares may require more definitive near-term profitability momentum to rally significantly. Their research team highlights that Square’s gross payment volume growth slowed to 17% in Q3, and they are looking for improved visibility on margins for Seller and Cash App segments when results are unveiled.

Square has extended its lease for the Corner Store location in San Francisco’s Mission District, retaining space that houses the BIGFACE Coffee pop-up. The renewal underscores the company’s strategy to drive foot traffic and deepen community ties for local merchants using Square’s point-of-sale and financial services. The multi-year agreement will allow the coffee concept to continue operating within Square’s brand showcase through at least 2028.