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FOUR · Shift4 Payments, Inc. · Earnings Call Transcripts & Audio

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$36.38 -0.70 (-1.89%) At close · Sep 30
S&P 400 member Russell 1000 member Rebalance outlook locked
Market Cap
$3.04B
Shares
78.96M
Volume · Sep 30 2.26M Avg daily vol (3M) 1.71M

Shift4 Payments, Inc. Earnings Call Transcripts

Quarterly earnings calls for Shift4 Payments, Inc. (FOUR), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▲44.9% $547.30M $43.10M '22 Q3 22-11-07 ▲34.6% $537.70M $29.20M '22 Q4 23-02-28 ▲36.1% $547.00M $14.80M '23 Q1 23-05-04 ▲25.7% $637.00M $25.10M '23 Q2 23-08-03 ▲23.4% $675.40M $32.60M '23 Q3 23-11-08 ▲31.2% $705.60M $13.50M '23 Q4 24-02-27 ▲29.3% $707.40M $20.60M '24 Q1 24-05-09 ▲29.8% $827.00M $39.20M '24 Q2 24-08-08 ▲34.6% $909.20M $53.80M '24 Q3 24-11-12 ▲25.8% $887.40M $116.40M '24 Q4 25-02-18 ▲19.9% $848.00M $17.00M '25 Q1 25-04-29 ▲16.8% $966.00M $34.00M '25 Q2 25-06-30 ▲29.4% $1.18B $28.10M '25 Q3 25-11-06 ▲34% $1.19B $39.90M '25 Q4 26-02-26 ▲32.2% $1.12B $15.00M '26 Q1 26-05-07 LATEST ▲34.1% $1.29B $22.00M '26 Q2 26-08-06
Conference
Investor event
2026-09-10
Shift4 Payments, Inc. (FOUR) September 2026 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-06
Shift4 Payments, Inc. (FOUR) Q2 2026 Earnings Call Transcript
Confident tone International Expansion Middle East Travel Disruption Headwind Luxury Retail / Tax-Free Shopping (TFS)
Revenue
$1.29B
▲ 34.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2026-05-07
Shift4 Payments, Inc. (FOUR) Q1 2026 Earnings Call Transcript
Positive tone Middle East conflict and travel disruption International expansion and Global Blue integration Quarterly financial performance and guidance
Revenue
$1.12B
▲ 32.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2026-02-26
Shift4 Payments, Inc. (FOUR) Q4 2025 Earnings Call Transcript
Confident tone Global Blue Acquisition and Luxury Retail Expansion Record Financial Results and Margin Strength SkyTab Rebrand to Shift4 Dine
Revenue
$1.19B*
▲ 34% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2025-11-06
Shift4 Payments, Inc. (FOUR) Q3 2025 Earnings Call Transcript
Positive tone Global Blue integration and performance International expansion Quarterly financial results and guidance
Revenue
$1.18B
▲ 29.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2025-06-30
Shift4 Payments, Inc. (FOUR) Q2 2025 Earnings Call Transcript
Confident tone Global Blue acquisition SkyTab restaurants Capital structure and capital allocation
Revenue
$966.00M
▲ 16.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2025-04-29
Shift4 Payments, Inc. (FOUR) Q1 2025 Earnings Call Transcript
Confident tone M&A Synergies and Cross-Sell Global Blue Acquisition Restaurant Vertical and Skytab/Skytab Air
Revenue
$848.00M
▲ 19.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2025-02-18
Shift4 Payments, Inc. (FOUR) Q4 2024 Earnings Call Transcript
Confident tone Q4 financial results and records Unified commerce platform Global Blue acquisition
Revenue
$887.40M*
▲ 25.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2024-11-12
Shift4 Payments, Inc. (FOUR) Q3 2024 Earnings Call Transcript
Confident tone Quarterly KPIs and Financial Records Acquisitions and Capital Structure Contracted Volume Backlog and Guidance
Revenue
$909.20M
▲ 34.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2024-08-08
Shift4 Payments, Inc. (FOUR) Q2 2024 Earnings Call Transcript
Confident tone Acquisitions and M&A integration Capital allocation Restaurant and SkyTab momentum
Revenue
$827.00M
▲ 29.8% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2024-05-09
Shift4 Payments, Inc. (FOUR) Q1 2024 Earnings Call Transcript
Confident tone Revel acquisition Margin pressure from acquisitions International expansion
Revenue
$707.40M
▲ 29.3% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2024-02-27
Shift4 Payments, Inc. (FOUR) Q4 2023 Earnings Call Transcript
Confident tone SkyTab POS platform Acquisitions (Finaro/Appetize) Hotels and lodging vertical
Revenue
$705.60M*
▲ 31.2% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2023-11-08
Shift4 Payments, Inc. (FOUR) Q3 2023 Earnings Call Transcript
Revenue
$675.40M
▲ 23.4% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2023-08-03
Shift4 Payments, Inc. (FOUR) Q2 2023 Earnings Call Transcript
Revenue
$637.00M
▲ 25.7% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2023-05-04
Shift4 Payments, Inc. (FOUR) Q1 2023 Earnings Call Transcript
Revenue
$547.00M
▲ 36.1% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2023-02-28
Shift4 Payments, Inc. (FOUR) Q4 2022 Earnings Call Transcript
Revenue
$537.70M*
▲ 34.6% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2022-11-07
Shift4 Payments, Inc. (FOUR) Q3 2022 Earnings Call Transcript
Revenue
$547.30M
▲ 44.9% YoY
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2022-08-04
Shift4 Payments, Inc. (FOUR) Q2 2022 Earnings Call Transcript
Revenue
$506.70M
▲ 44.4% YoY
Gross margin
20.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2022-05-05
Shift4 Payments, Inc. (FOUR) Q1 2022 Earnings Call Transcript
Revenue
$401.90M
▲ 67.9% YoY
Gross margin
21.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2022-03-01
Shift4 Payments, Inc. (FOUR) Q4 2021 Earnings Call Transcript
Revenue
$399.40M*
▲ 89.4% YoY
Gross margin
21.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2021-11-10
Shift4 Payments, Inc. (FOUR) Q3 2021 Earnings Call Transcript
Revenue
$377.80M
▲ 75.9% YoY
Gross margin
17.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2021-08-05
Shift4 Payments, Inc. (FOUR) Q2 2021 Earnings Call Transcript
Revenue
$351.00M
▲ 147.5% YoY
Gross margin
22.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2021-05-06
Shift4 Payments, Inc. (FOUR) Q1 2021 Earnings Call Transcript
Revenue
$239.30M
▲ 20% YoY
Gross margin
21.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2021-03-04
Shift4 Payments, Inc. (FOUR) Q4 2020 Earnings Call Transcript
Revenue
$210.90M
▲ 4.4% YoY
Gross margin
24.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q3
2020-11-05
Shift4 Payments, Inc. (FOUR) Q3 2020 Earnings Call Transcript
Revenue
$214.80M
▲ 10.8% YoY
Gross margin
24.0%
Rev · 7q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q2
2020-08-06
Shift4 Payments, Inc. (FOUR) Q2 2020 Earnings Call Transcript
Revenue
$141.80M
▼ 21.4% YoY
Gross margin
22.3%
Rev · 6q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–26 of 26 earnings calls
Key facts CIK 1794669 CUSIP 82452J109 13F (30d) 10 filings 9 filers Visit website Investor relations