分析师:Block转向AI战略或令Square业务最受益

BTC-2,55%

Odaily星球日报讯 金融科技公司 Block 在公布强劲财报并推进 AI 转型战略后,分析师认为公司旗下商户支付业务 Square 将成为此次战略调整的主要受益者。

财报显示,Block 第四季度实现运营利润 4.85 亿美元,调整后运营利润达 5.88 亿美元,归属于普通股股东的净利润为 1.16 亿美元,调整后 EBITDA 为 9.3 亿美元。公司同时将 2026 年毛利润指引上调至 122 亿美元,同比增长约 18%。

Block 首席执行官 Jack Dorsey 近期宣布,公司将裁减超过 40%的员工,总人数将从超过 1 万人缩减至不足 6000 人,以推动更加精简并以 AI 为核心的运营模式。分析师认为,Block 是首批从根本上重新评估员工结构和生产效率的金融科技公司之一。

此外,公司近期增持 103 枚比特币,当前共持有约 8,883 枚 BTC,价值约 5.77 亿美元,是全球企业级比特币持有量排名第十四的公司。

Dorsey 表示,公司在疫情期间曾快速扩张员工规模,同时分别为 Square 与 Cash App 建立独立体系,导致人员冗余。Block 目前正推动组织整合,并计划将人均毛利润提升至 200 万美元以上,约为疫情前水平的四倍。分析认为,在 AI 驱动效率提升的背景下,Square 业务有望率先实现规模化收益增长。

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