JulPo Thesis Shift4 Payments, Inc.'s (NYSE:FOUR) integrated payment and software solutions eye an addressable market of over $3.5 trillion, offering a growth runway with share gains from legacy point-solution providers and processors. The company has prospects for growth beyond core verticals- restaurant, hospitality, and specialty retail- and the US provides levers for new business while cross-selling end-to-end processing to legacy gateway clients may bring sales up. I am optimistic on the company's l ...

JulPo Overview My recommendation for Shift4 Payments (NYSE:FOUR) is a buy rating, as I really liked how management has executed so far, growing business profitability without putting the balance sheet at major risk. The valuation is not too demanding as well, given that it is trading at multiples similar to more mature peers despite having a much better growth profile. Business FOUR is a merchant acquirer specializing in integrated payment processing and value added services in the US. They cover a wide ran ...

Following an investment in MagicCube, Shift4 selects i-Accept as its preferred softPOS Tap-to-Pay solutionSANTA CLARA, Calif., Jan. 14, 2024 /PRNewswire/ -- MagicCube, the startup that created the Software Defined Trust (SDT) category, announced today at NRF's Retail Big Show that it has partnered with Shift4 (NYSE: FOUR), the leader in integrated payments and commerce technology, to offer the company's i-Accept™ solution to merchants in the United States. i-Accept turns any Android smartphone or tablet int ...

JulPo Investment Thesis Shift4 Payments (NYSE:FOUR) is, plain and simple, a payment processor company. They have built the tech and software to allow companies to charge its clients. They serve more than 200,000 business locations across major industries like hospitality, restaurants, sports venues, and e-commerce. They have everything from the POS system, to the software and mobile payments. The stock has been on a hot streak lately, rising +50% in less than two months. Although this increase was fueled by ...

S H I F T @. Q3 2023 SHAREHOLDER LETTER INVESTORS.SHIFT4.COM Forward-Looking Statements This letter contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements contained in this letter that do not relate to matters of historical fact should be considered forward-looking statements, including statements regarding Shift4 Payments, Inc.'s ("our", the "Company" or "Shift4") expectations regarding new customers; acquisitions and other transaction ...

Shift4 Payments, Inc. (NYSE:FOUR) Q3 2023 Earnings Conference Call November 8, 2023 8:30 AM ET Company Participants Tom McCrohan – Senior Vice President-Investor Relations Jared Isaacman – Chief Executive Officer Taylor Lauber – President and Chief Strategy Officer Nancy Disman – Chief Financial Officer Conference Call Participants Will Nance – Goldman Sachs Darrin Peller – Wolfe Research Timothy Chiodo – UBS Jason Kupferberg – Bank of America Jamie Friedman – Susquehanna Operator Greetings. Welcome to Shif ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Securities registered pursuant to Section 12(b) of the Act: | | | Name of eac ...

*Illustrative quotes assuming 5-year total cost of ownership. Shift4 will process payments for the many notable locations operated by Clyde's in the Washington DC area, including the historic Old Ebbitt Grill. Gaining momentum in new verticals TOTAL 5-YEAR COST ^ We are now integrated to the top three ticketing providers: 1 5 15 Second Quarter of 2023 S H I F T @. Forward-Looking Statements ability to continue to expand our market share or expand into new markets; our reliance on third-party vendors to prov ...

Shift4 Payments, Inc. (NYSE:FOUR) Q2 2023 Earnings Conference Call August 3, 2023 8:30 AM ET Company Participants Tom McCrohan - EVP, Strategy and IR Jared Isaacman - CEO Taylor Lauber - President and CSO Nancy Disman - CFO Conference Call Participants Darrin Peller - Wolfe Research Will Nance - Goldman Sachs Tim Chiodo - Credit Suisse Dan Perlin - RBC Rayna Kumar - UBS Jason Kupferberg - Bank of America Ashwin Shirvaikar - Citi Andrew Jeffrey - Truist Securities Operator Ladies and gentlemen, thank you for ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ FORM 10-Q x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number 001-39313 __________________________________ SHIFT4 PAYMENT ...