Block, Inc. Class A Common Stock (XYZ)

Block (XYZ) Q4 2025 Earnings Call Transcript

Mass layoffs have already ignited a debate over whether Block’s reset is AI-driven efficiency or a COVID hiring hangover.

Data from Stocktwits showed that retail sentiment on SPY has moved to ‘bullish’, while it remained ‘bearish’ on QQQ.

While Jack Dorsey defends the move to lay off people as a necessity of the current times, users on Stocktwits and X are raising concerns about the job cuts.

Dorsey said that Intelligence tools have changed what it means to build and run a company and a significantly smaller team, using the tools the company is building, can do more and do it better.

Block, Inc. (NYSE:XYZ) will release its earnings for the fourth quarter of 2025 after the closing bell on Thursday.

This cloud-based software provider serves organizations worldwide with modular tools for work management and collaboration.

Block (NYSE: XYZ) ticked up in Friday premarket on its expanded seller partner ecosystem ahead of Feb. 26 earnings, though the stock's momentum remains weak versus the tech sector.

a16z Capital Management, the venture firm founded by Marc Andreessen and Ben Horowitz, committed $465 million to Navan, backing its expansion from corporate travel booking into integrated enterprise spending and payments.

Between these two stocks, it's deep value but high uncertainty versus high growth but a rich valuation.

Oversold during the recent sell-off, these three stocks could bounce back on a sentiment shift.

And what's going on with SaaS stocks?

Block is cutting up to 10% of staff to boost profitability as Cash App expands Bitcoin features tied to its broader efficiency push.

Fresh off a Super Bowl buzz, Jimmy Donaldson is betting his massive Gen Z reach on financial services.

Block is reportedly weighing job cuts of up to 10%, a move investors see as part of a broader reset after weeks of stock pressure.

Two companies battling to win the global payments market.