Skip to main content
Equibles
FOUR logo

FOUR · Shift4 Payments, Inc.

Track FOUR — free

Use FOUR with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about FOUR

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$45.37 -2.63 (-5.48%) At close · Aug 14
Market Cap
$3.58B
Shares
78.96M

Shift4 Payments, Inc. Earnings Call Transcripts

Every quarterly earnings call for Shift4 Payments, Inc. (FOUR) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.

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
2026-08-12
2026 SIG Annual Virtual Fintech Investor Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q2
2026-08-06
Q2 2026 Earnings
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. Q1 FY2026 Earnings Call
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. Q4 FY2025 Earnings Call
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. Q3 FY2025 Earnings Call
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. Q2 FY2025 Earnings Call
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. Q1 FY2025 Earnings Call
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. Q4 FY2024 Earnings Call
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. Q3 FY2024 Earnings Call
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. Q2 FY2024 Earnings Call
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. Q1 FY2024 Earnings Call
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. Q4 FY2023 Earnings Call
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. Q3 FY2023 Earnings Call
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. Q2 FY2023 Earnings Call
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. Q1 FY2023 Earnings Call
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. Q4 FY2022 Earnings Call
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. Q3 FY2022 Earnings Call
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. Q2 FY2022 Earnings Call
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. Q1 FY2022 Earnings Call
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. Q4 FY2021 Earnings Call
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. Q3 FY2021 Earnings Call
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. Q2 FY2021 Earnings Call
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. Q1 FY2021 Earnings Call
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. Q4 FY2020 Earnings Call
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. Q3 FY2020 Earnings Call
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. Q2 FY2020 Earnings Call
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) 354 filings 344 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)