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$XYZ – Roadmap Scoresheet At its Investor Day last November, Block laid out its product roadmap through @owenbjennings Here’s what was promised, and what has been delivered so far: • IR Day : Cash App accounts for ages 6 to 12 • Status : ✅ Done • IR Day : Cash App accounts / savings support for ages 0 to 5 • Status : ⬜ Not yet • IR Day : Connect Cash App to federal child savings / investing programs • Status : ✅ Done, Trump Accounts integration • IR Day : Expand "multiplayer money" / social features • Status : 🟨 Partial? What was after Pools? • IR Day : Integrate Afterpay deeper into Cash App • Status : ✅ Largely done • IR Day : Afterpay post-purchase on Cash App Card • Status : ✅ Done • IR Day : Afterpay pre-purchase BNPL on Cash App Card • Status : ✅ Done • IR Day : Cash App Visa Debit Flex Card • Status : ✅ Done • IR Day : Expand Cash App Pay merchant acceptance • Status : ✅ Significant expansion • IR Day : Make Cash App Green the main driver of primary banking • Status : ✅ Working, primary banking actives growing • IR Day : Expand Green benefits and incentives • Status : ✅ Done • IR Day : Use Borrow access / higher limits to deepen banking engagement • Status : ✅ Done • IR Day : Make Cash App the simplest / cheapest Bitcoin platform • Status : ✅ Done • IR Day : Spend Bitcoin at Square merchants • Status : ✅ Done • IR Day : Pay in USD over Lightning • Status : ✅ Done • IR Day : Launch additional Bitcoin products • Status : ✅ Done, multiple launches • IR Day : Launch Moneybot • Status : ✅ Done • IR Day : Make Moneybot agentic and able to initiate actions • Status : 🟨 Partial -- I don't think it's fully agentic yet • IR Day : Make Moneybot the default Cash App interface • Status : ⬜ Not yet • IR Day : Make most Cash App functions accessible through Moneybot • Status : 🟨 In progress • IR Day : Expand Square further into full-service restaurants and retail • Status : ✅ Progressing • IR Day : Expand nano / small-business lending • Status : ✅ Done • IR Day : Launch / expand Square Credit Card • Status : ✅ Done • IR Day : Introduce new seller credit products • Status : ✅ Done • IR Day : Launch additional Square hardware form factors in 2026 • Status : ⬜ Not yet. Register 2nd Gen is a refresh, not a new form factor • IR Day : Expand Square AI automation • Status : ✅ Progressing well, including AI voice ordering and Managerbot • IR Day : Launch Managerbot as an AI business manager • Status : ✅ Done • IR Day : Let Managerbot take actions and automate workflows • Status : ✅ Progressing well, now executes workflows with seller approval • IR Day : Connect Cash App consumers directly with Square merchants • Status : ✅ Done, Neighborhoods launched and scaling • IR Day : Connect Square employees to Cash App through payroll / tipping / work tools • Status : ⬜ Not yet • IR Day : Turn new Square employees into Cash App actives • Status : ⬜ Not yet • IR Day : Build a Square seller ↔ supplier / vendor network • Status : ⬜ Not yet • IR Day : Automate AP and financing using supplier / catalog data • Status : 🟨 Partial? • IR Day : Add group purchasing / negotiated supplier rates • Status : ⬜ Not yet ✅ Done: 23 🟨 Partial: 4 ⬜ Not yet: 7 Pretty good, I'd say.

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