Fiserv也发了Q1的财报了，电话会议里面关于Clover的几点：
“Clover's global revenue grew 39% in the quarter, driven by volume growth of 39%, as well as close to 200 basis points of sequential growth in software and services penetration of revenue to 15%.”
“Clover posted a strong 39% revenue growth, and quarterly GPV was $49 billion or $197 billion on an annualized basis, 39%.”
1.交易量
Q1的TPV490亿美金，增长39%，这个增长还是很快的，比Paypal的美国国内TPV增长21%要快得多，不知道是否代表了线下生意的回归。
2.收入
Q1增长39%，主要来自交易量增长。
同样主打SMB中小商户市场，最近两年Clover在TPV方面增速比Square要快，去年Square的TPV到1500亿，Clover到了2000亿。下周Block发季报，收单业务应该跟Clover的步调差不多。