Berkshire just doesn't feel the same after the legendary Warren Buffet retired. Without the old captain at the helm, there is nothing noteworthy of this entity, except it's sitting on a humongous pile of cash waiting to be deployed. The magic of the annual letter and AGM with the guru is gone, would anyone still go attend?
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SQ (Trans): From app co. to AI co.
Below is Dolphin Research's Trans of $Block(XYZ.US) FY26 Q1 earnings call. For the earnings analysis, please see 'US Alipay Block: growth driven by credit, profits from layoffs?'.
1) Guidance (raised): FY2026 GP lifted to $12.33bn (+19% YoY; +100bps vs. prior). Adj. OP to $3.34bn with OPM at 27% (+100bps vs. prior), and Adj. diluted EPS $3.85 (+62% YoY)...Square/Block