XY

Block, Inc. stock research

Mar 31, 2023

FY2023 Q1

Block (XYZ) Gross Margin — Quarter Ended Mar 31, 2023

Revenue and cost of revenue both increased compared to the prior quarter, while gross profit remained stable, resulting in a slightly lower gross margin. Compared to the same quarter one year earlier, revenue, gross profit, and cost of revenue all rose, and gross margin improved.

Gross margin takeaway

Quarter ended Mar 31, 2023 · FY2023 Q1

Revenue and cost of revenue both increased compared to the prior quarter, while gross profit remained stable, resulting in a slightly lower gross margin. Compared to the same quarter one year earlier, revenue, gross profit, and cost of revenue all rose, and gross margin improved.

  • The strongest observable margin driver is the relationship between revenue and cost of revenue; revenue grew faster than cost of revenue compared to the year-ago quarter, supporting margin expansion.
  • Gross margin weakened slightly from the immediately preceding quarter but improved compared to the same quarter one year earlier.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

34.4%

Gross profit

$1.7B

Revenue

$5.0B

Cost of revenue

$3.3B

Quarter-over-quarter change

n/a

Year-over-year change

+1.7 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2023$5.0B$1.7B$3.3B34.4%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Previous quarter unavailable

n/a

Year-over-year change

Mar 31, 2022

+1.7 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The strongest observable margin driver is the relationship between revenue and cost of revenue; revenue grew faster than cost of revenue compared to the year-ago quarter, supporting margin expansion.

Gross margin weakened slightly from the immediately preceding quarter but improved compared to the same quarter one year earlier.

Monitor the trend in cost of revenue relative to revenue, as its growth rate may influence future gross margin stability.