A calm catalog. Cards, stats, charts, comparisons, watchlists.

One house style applied to every common viz. Inter for everything, IBM Plex Mono for chart utility, sharp corners, smooth chart lines, single slate-blue palette with green/salmon for indicator chips. All figures in $ billions; negatives in accounting notation. The full ruleset lives at /house-style.

01 · KPI tiles

Small stat tiles for dashboards and headers.

SQ · FY25 Revenue
$24.2B
↑ 0.3% YoY
Block, Form 10-K
SQ · FY25 Gross Profit
$10.4B
↑ 16.5% YoY
Block, Form 10-K
COIN · FY25 Revenue
$7.2B
↑ 9.4% YoY
Coinbase, Form 10-K
COIN · FY25 Net Income
$1.3B
↓ 51.1% YoY
Coinbase, Form 10-K
02 · Time-series

Smooth-line metric cards. All charts in $ billions.

CHART 2.1
Block Gross Profit

Block's gross profit grew from $4.4B to $10.4B over five years even as top-line revenue plateaued near $24B.

$4$6$8$10$12Gross Profit ($ in billions)FY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Block, Form 10-K, fiscal years 2021–2025
CHART 2.2
Coinbase Revenue

Revenue halved through the 2022–2023 crypto winter before a two-year rebound to $7.2B.

Crypto winter · FTX Nov '22$3$4$5$6$7$8Revenue ($ in billions)FY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Coinbase, Form 10-K, fiscal years 2021–2025
CHART 2.3
Block Operating Income

Operating income swung from ($0.6B) in 2022 to $1.7B in 2025 — the first sustained profitability arc.

($1)$0$1$2Operating Income ($ in billions)FY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Block, Form 10-K, fiscal years 2021–2025
CHART 2.4
Coinbase Total Assets

Custody balance ballooned to $207B in 2023 before normalizing to $30B by 2025 — a balance-sheet anomaly, not a trend.

$0$50$100$150$200$250Total Assets ($ in billions)FY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Coinbase, Form 10-K, fiscal years 2021–2025
03 · Multi-series

Two lines, one story.

CHART 3.1
Block Revenue vs. Gross Profit

Top line plateaued near $24B from 2023 onward while gross profit compounded. The shaded gap is the cost of revenue closing in.

$0$5$10$15$20$25($ in billions)RevenueGross profitFY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Block, Form 10-K, fiscal years 2021–2025
CHART 3.2
Coinbase Revenue vs. Net Income

Revenue and net income move together but with different amplitude — the cycle is real, the leverage is bigger.

($5)$0$5$10($ in billions)RevenueNet incomeFY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Coinbase, Form 10-K, fiscal years 2021–2025
04 · Bar chart

Categorical magnitudes. Bars over lines when each year is its own story.

CHART 4.1
Coinbase Revenue by Year

The 2022–2023 trough cut the top line by 60% before a two-year rebound to $7.2B.

$0$8$7.8$3.2$3.1$6.6$7.2FY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Coinbase, Form 10-K, fiscal years 2021–2025
CHART 4.2
Block Operating Income by Year

Two negative years bracketed by recovery. Bars show the sign change you would miss in a smoothed line.

($1)$0$2$0.2($0.6)($0.3)$0.9$1.7FY21FY22FY23FY24FY25FY2021 - FY2025
Captured from Block, Form 10-K, fiscal years 2021–2025
05 · Comparison

Side-by-side with logos. Use when the framing is one-vs-one.

CHART 5.1
Same Vertical · Different Theory of Value

The marketplace bet versus the operator-stack bet, picked across three verticals. Anchor stat per winner.

Vertical
Marketplace bet
Operator-stack winner
Anchor stat
Restaurants
Grubhub
Toast
5×
Fintech vs. SaaS revenue
Home services
Angi
ServiceTitan
$82B
Gross transaction volume
Trucking
Convoy
Samsara
$1.2B
ARR
Editorial fixtures · public reports & 10-K filings, FY2024–FY2025
06 · Watchlist

Multi-row tabular view with logos and inline sparklines.

CHART 6.1
Vertical SaaS · FY25 Revenue Watchlist

Sample watchlist treatment for a multi-company comparison. Sparklines are 5-year revenue indices.

Ticker
Name
Value
YoY Δ
5Y Spark
SQ
Block
$24.2B
↑ 0.3%
COIN
Coinbase
$7.2B
↑ 9.4%
TOST
Toast
$5.2B
↑ 28.6%
TTAN
ServiceTitan
$0.95B
↑ 22.0%
IOT
Samsara
$1.25B
↑ 33.0%
Illustrative — actuals from latest 10-K / S-1 filings, FY2025
07 · Logo strip

Brand lockup for a covered set.

Companies tracked in this lookbook
BlockBlock
CoinbaseCoinbase
ToastToast
ServiceTitanServiceTitan
SamsaraSamsara
ShopifyShopify
GrubhubGrubhub
AngiAngi
ConvoyConvoy

Source files: C:\financial-tools\research\block and ...\coinbase (Form 10-K headline.json, FY2021–FY2025). Watchlist row figures for Toast, ServiceTitan, and Samsara are illustrative; replace with current 10-K figures before publishing.