2018年Q3 SQUARE（美国移动支付公司）财报

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1、Q32018ShareholderLetterSQUARE.COM/INVESTORSFEATUREDSELLER•VerveWineinNewYork,NY1HighlightsWecontinuetodrivestrongrevenuegrowthatscale:Inthethirdquarterof2018,totalnetrevenuegrew51%yearoveryearandAdjustedRevenuegrew68%yearoveryear,comparedto48%and60%,respectiv

2、ely,inthesecondquarterof2018.WelaunchedSquareTerminal,aWeareexpandingourdeveloperSquareInstallments,ournewportable,all-in-onepaymentsdevicetoplatformandlaunchedSquareReaderpurchasefinancingproduct,replacetraditionalkeypadterminals.SDKsothatsellerscanuseSquare

3、givessellersagrowthtoolthathardwarewiththepointofsalethathelpsthemnevermissasale.worksbestfortheirbusiness.thirdquarterkeyresultsTOTALNETREVENUEGROSSPAYMENTVOLUME(GPV)NETINCOME(LOSS)$882Million+51%YoY$22.5Billion+29%YoY$20Million$882M$22.5B$21.4B$815M$20M$17.

4、9B$17.8B$669M$17.4B$585M$616M20172018Q3Q4Q1Q2($6M)Q333%31%YoY36%45%48%51%YoY31%31%30%29%($16M)($16M)GrowthGrowth($24M)Q3Q4Q1Q2Q3Q3Q4Q1Q2Q32017201820172018ADJUSTEDREVENUEGPVMIXBYSELLERSIZEADJUSTEDEBITDA$431Million+68%YoY52%fromlargersellers$71Million+107%YoY$4

5、31M16%20%24%>$500K$71MAnnualizedGPV$68M$385M27%$125K–$500K$307M27%28%AnnualizedGPV$283M$257M$41M$34M$36M<$125K57%52%48%AnnualizedGPV45%195%YoY47%51%60%68%YoY38%33%87%107%GrowthGrowthQ3Q4Q1Q2Q3201620172018Q3Q4Q1Q2Q320172018Q3Q3Q320172018Netincomeincludesagaino

6、f$37millionasaresultoftheinitialpublicoffering(IPO)ofEventbriteandsubsequentmark-to-marketvaluationofourEventbriteinvestment.InAugust2017,weinvested$25millionforpreferredsharesofEventbrite,whichconvertedintocommonstockinconnectionwiththeIPO.InSeptember2018,up

7、onEventbrite'sIPO,werevaluedthisinvestmentandwillsubsequentlycarryitatfairmarketvalue,withchangesinfairmarketvaluebeingrecordedinotherincomeorexpense.Areconciliationofnon-GAAPfinancialmeasuresusedinthislettertotheirnearestGAAPequivalentsisprovidedattheendofth

8、isletter.AdjustedRevenueistotalnetrevenuelesstransaction-basedcostsandbitcoincosts,andexcludestheeffectofdeferredrevenueadjustmentrelatedtopurchaseaccounting.AdjustedEBITDAmarginiscalcula