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Company

Square

168 articles rising

Block’s planned H2 2025 Lightning rollout would let merchants accept bitcoin through Square hardware, extending Square beyond conventional card payments.

Who they are

Square is Block’s merchant-facing payments and commerce business, appearing in coverage as the hardware-enabled checkout platform through which Jack Dorsey’s company connects small businesses to payment services, financial products and, increasingly, bitcoin infrastructure.

The recent arc

Recent coverage has shifted from Square’s standalone growth reporting to Block’s operational reset and product strategy. In August 2024, Block reported Square profit up 15% year over year to $923 million while raising full-year guidance; by late 2025, Square Head of Product Willem Avé was discussing Block’s 2024 restructuring, AI automation, crypto and Lightning.

The most consequential current product story is Block’s plan to enable bitcoin payments on Square in H2 2025 via the Lightning Network and Square hardware. That expansion sits alongside early-2026 reporting from Wired that Block employees described falling morale amid rolling layoffs and Dorsey’s push for generative-AI tools, making execution and organizational capacity a central part of the latest coverage.

The tension

Coverage circles a tension between Square’s effort to broaden merchant payments through bitcoin, Lightning and automation and the need to preserve trust and operational discipline in a tightly contested, regulated payments market. PayPal is a recurring peer, the DOJ’s Visa case explicitly named Square and PayPal as competitors allegedly constrained by Visa, and the CFPB’s larger-participant rule places Square among major nonbank wallet and payment apps facing supervision.

Why it matters

If Square can turn its existing merchant hardware footprint into a usable Lightning acceptance channel while maintaining growth, it could make crypto payments a more concrete part of everyday seller infrastructure rather than a separate Block experiment. But the reported layoffs and culture concerns, along with regulatory scrutiny across digital payments, leave open whether the company can deliver that expansion without weakening the merchant experience that underpins the business.

Square has appeared in 168 articles since 2014-12. Coverage peaked in 2023Q4 with 4 articles. Frequently mentioned alongside Jack Dorsey, Twitter, PayPal, Bitcoin.

Articles
168
mentions
Velocity
+50.0%
growth rate
Acceleration
-0.500
velocity change
Sources
44
publications

Coverage Timeline

2025-12-16
Wall Street Journal 23 related

PayPal says it filed US applications to establish PayPal Bank, to offer savings accounts and cut its reliance on third parties when loaning to small businesses

Buy now, pay later firms and crypto companies are making moves left, right, and center to become banks, and PayPal wants to join the party. … Scott T Henderson : PayPal looking to become the latest Ut...

2025-01-14
Business Insider 6 related

Chainalysis buys AI-agent security startup Alterya, sources say for ~$150M; Alterya is still in stealth mode but has clients including Coinbase, Square, Binance

Leena Rao / Business Insider :

2023-10-12
TechCrunch 1 related

Block acquires Hifi, which launched in 2020 as a financial rights organization for artists and recently rolled out Cash Flow to pay artists a bi-monthly salary

Block, the Jack Dorsey-founded fintech company previously known as Square, has acquired Hifi, a music-focused fintech startup.

2021-12-02
CNBC 40 related

Square is changing its name to Block, effective December 10, and renaming Square Crypto to Spiral, as its business shifts toward technologies like blockchain

- Payments giant Square will change its corporate name to Block, effective Dec. 10.  — The move comes as Square expands beyond …

2021-11-21
CoinDesk 9 related

Square's TBD division releases a white paper detailing tbDEX, a new decentralized protocol for exchanging digital and other assets

2021-11-20
CoinDesk 10 related

Square's TBD division releases a white paper detailing tbDEX, a new decentralized protocol for exchanging digital and other assets

Payments giant Square released a white paper on Friday detailing a new decentralized protocol for exchanging digital and other assets known as tbDEX.

2021-10-21
Wall Street Journal 1 related

Plaid partners with Square, Stripe, and others to help consumers and businesses make payments funded by their bank accounts after its acquisition by Visa failed

The fintech is teaming up with Square, Stripe and dozens of others on a digital pay-by-bank offering

2021-10-14
TechCrunch 13 related

London-based point of sale provider SumUp acquires Fivestars, which offers loyalty, marketing, payments, and other services to small merchants, for $317M

SumUp, a European-based competitor to Square, PayPal/iZettle and others that provide mobile-powered card readers and other sales technology …

2021-09-20
Bloomberg 3 related

Data integration startup Fivetran raises $565M Series D led by a16z at a $5.6B valuation and acquires enterprise data company HVR for $700M in cash and stock

- Fivetran acquires HVR and raised $565 million for data tech  — Fivetran customers include Square, DocuSign, Forever 21

2021-08-31
TechCrunch 2 related

In an email to some Square Invoices users, Square says it's working on Invoices Plus, a paid version with some features from the free version, plus new ones

Sarah Perez / TechCrunch :

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Quarterly Coverage

Top Sources

Narrative

Square has appeared in 390 tech news articles since December 2014. The biggest stories include Square starts shipping its chip card reader with Apple Pay support; Samsung Pay now... and MobileCoin Chief Product Officer Bob Lee, who worked on CashApp as Square's CTO and on.... Frequently covered alongside Jack Dorsey, Twitter, Apple, Google, and Amazon.

Key Moments

2024Q2consumer -50pts
2024Q3enterprise -82pts; developer +9pts; consumer -14pts
2024Q4enterprise -18pts; developer -9pts; consumer +14pts

Relationships

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