Sector: Services-Business Services, NEC
Shift4 Announces Date of Third Quarter Earnings Results and Upcoming Investor Conference Participation
Shift4 will release Q3 2026 financial results pre-market on Thursday, November 5, 2026, with a management conference call at 8:30am ET. The call will be webcast on Shift4's investor site and simulcast via X Spaces. Management also announced appearances at Citi's FinTech Conference (Nov 9), the KBW FinTech Ecosystem Conference (Nov 10), and the Wells Fargo TMT Conference (Dec 7), each with webcast access.
Shift4 Announces Fifth Dividend Date for Mandatory Convertible Preferred Stock
Shift4's Board declared a $1.50 per-share cash dividend on its 6% Series A Mandatory Convertible Preferred Stock, payable November 2, 2026 to holders of record as of October 15, 2026. The payment is the fifth dividend on the 10 million preferred shares issued May 5, 2025, and follows the terms set in the company's May 2, 2025 prospectus supplement. This is a scheduled, formula-driven payment rather than new capital-return news; future quarterly dividends remain at the Board's sole discretion.
Shift4 and Bar Rescue’s Jon Taffer Name Talisa’s on Main Winner of 2026 Rescue Mission
Shift4 and hospitality expert Jon Taffer named Talisa’s on Main the winner of the 2026 Rescue Mission contest, awarding the boutique wine bar a $100,000 grant and access to Shift4’s restaurant technology platform. CEO Taylor Lauber emphasized that the initiative aims to equip independent operators with the same technology used by the world's largest venues. The winner was selected via a public online vote from dozens of entries, with other finalists also receiving technology and consultation services.
Shift4 CEO Taylor Lauber on Its AI Data Advantage, Global Expansion & Luxury Spending
Shift4 Payments, Inc. (FOUR) Presents at 2026 SIG Annual Virtual Fintech Investor Conference Transcript
Shift4's Global Blues Create Another Strong Buying Opportunity
Shift4 Payments Q2 Earnings Call Highlights
FOUR: 10-Q · periodic report
Shift4 Payments reported Q2 2026 gross revenue of $1,295 million, up 34% year over year, on processed volume of $61 billion (+22%), with Adjusted EBITDA up 39% to $284 million. GAAP profitability nonetheless deteriorated: net income fell to $24 million from $41 million and diluted EPS dropped to $0.08 from $0.32 as interest expense nearly doubled to $65 million on Global Blue acquisition financing and preferred dividends. Leverage is the central story: total debt principal stood at $4,549 million at June 30, 2026, including $633 million of 0.90% convertible notes due August 2027, while unrestricted cash fell to $356 million from $964 million at year-end. On July 8, 2026, the company added a $1 billion incremental term loan (~$983 million net proceeds) that may fund redemption of the 2027 converts and extended its revolver to 2031. M&A is reshaping the company: the $92 million Bambora acquisition (140,000+ merchants) closed in March 2026, Global Blue contributed $168 million of Q2 revenue, and on August 5, 2026 Shift4 signed a definitive agreement to acquire an account-to-account payments company for $143 million upfront plus up to $173 million contingent consideration (~$316 million maximum). On the shareholder front, the company repurchased 6.1 million shares for $320 million in H1 2026 ($375 million remaining on its $1 billion authorization) and completed February 2026 Simplification Transactions that collapsed the Up-C structure, converted founder Jared Isaacman's and Rook's shares into Class A stock, and eliminated future tax receivable agreement obligations, with $139 million distributed to the Founder.
Shift4 Payments, Inc. (FOUR) Q2 2026 Earnings Call Transcript
Shift4 Payments (FOUR) Q2 Earnings and Revenues Beat Estimates
Compared to Estimates, Shift4 Payments (FOUR) Q2 Earnings: A Look at Key Metrics
Shift4 Announces Second Quarter 2026 Results
Shift4 announced that its second quarter 2026 financial results have been posted via a Shareholder Letter on its Investor Relations website. Management will host a conference call today at 8:30 a.m. ET to discuss the results, which will be simulcast via X Spaces. The press release text does not contain specific revenue, EPS, or guidance figures, directing readers instead to the full presentation online.
Curious about Shift4 Payments (FOUR) Q2 Performance? Explore Wall Street Estimates for Key Metrics
4imprint lifts outlook as new customer orders improve
Shift4 Announces Date of Second Quarter Earnings Results and Upcoming Investor Conference Participation
Shift4 announced that it will release its second quarter 2026 financial results on Thursday, August 6, 2026, before the market opens. Management will host a conference call at 8:30am ET to review the results, which will be webcast and simulcast via X Spaces. The company also confirmed upcoming participation in the SIG Annual Virtual Fintech Investor Conference on August 12 and the Goldman Sachs Communacopia + Technology Conference on September 10.
Wall Street Analysts See a 25.03% Upside in Shift4 Payments (FOUR): Can the Stock Really Move This High?
Should Value Investors Buy Shift4 Payments (FOUR) Stock?
Shift4 and Global Blue Launch Shift4 One, an All-in-One Payment & Tax Free Shopping Solution
Shift4 launched Shift4 One, an all-in-one handheld device combining payments, dynamic currency conversion, and tax-free shopping powered by its subsidiary Global Blue. The solution targets SMBs in Europe, launching first in the UK, Ireland, Spain, and Germany with plans to expand to 15 countries by the end of 2026. This release marks the first jointly developed product following Shift4's acquisition of Global Blue, designed to simplify operations and drive incremental revenue for international retailers.
FOUR vs. RBA: Which Stock Is the Better Value Option?
FOUR: 8-K · debt financing
Shift4 Payments, LLC has entered into Amendment No. 4 to its Second Amended and Restated First Lien Credit Agreement, securing a $1.0 billion incremental senior secured term loan. These new loans are fungible with and constitute the same class as the company's existing refinancing term loans, significantly increasing its available debt capital. The amendment also extends the maturity date of the revolving credit facility to July 8, 2031, providing the company with extended liquidity capacity. As of the effective date, the company reported total outstanding borrowings under the amended credit agreement of approximately $1.995 billion, with no outstanding revolving loans. Proceeds from the incremental term loans will be used to pay fees, premiums, expenses, and other transaction costs related to the financing, as well as for general corporate purposes. Goldman Sachs Bank USA continues to serve as the administrative agent for the credit facility.
Shift4 Payments Is No Longer Only A Payment Company: A Dominant, Structurally Protected Niche
Shift4 declared a cash dividend of $1.50 per share on its 6% Series A Mandatory Convertible Preferred Stock, payable August 3, 2026 to holders of record July 15, 2026. This is the fifth dividend on the 10,000,000 shares issued in May 2025 and aligns with the terms of that offering. Future dividends remain at the sole discretion of the Board of Directors based on operating results and capital requirements.
Shift4 Payments: Poised To Win As The Experience Economy Continues To Expand
Shift4 Payments (FOUR) Surges 8.8%: Is This an Indication of Further Gains?
Shift4 Payments: Staying Bullish On Leading FinTech
FOUR: 8-K · proxy statement
Shift4 Payments, Inc. held its 2026 Annual Meeting of Stockholders on June 12, 2026, where approximately 87.35% of outstanding shares were represented by proxy. Shareholders approved all proposals, including the ratification of PricewaterhouseCoopers LLP as the independent auditor for the fiscal year ending December 31, 2026, and the election of three Class III directors to the Board. Stockholders also approved the Second Amended and Restated Certificate of Incorporation, which eliminates the authorization of Class B and Class C common stock and includes provisions for the exculpation of officers from breaches of fiduciary duty to the extent permitted by Delaware law. Additionally, the Company's 2026 Employee Stock Purchase Plan was approved, while the exhibits provide detailed terms regarding the 6.00% Series A Mandatory Convertible Preferred Stock and the amended corporate charter.
Shift4 Payments, Inc. (FOUR) Presents at RBC Capital Markets Global Financial Technology Conference 2026 Transcript
A Look at Shift4 Payments Inc (FOUR) After 7.1% Decline -- GF Value $110.75 vs Price $40.22
Loman AI Partners With Shift4 to Bring the #1 Voice AI for Restaurants to Customers Across the Shift4 Ecosystem
Shift4 announced a partnership with Loman AI to integrate its voice AI platform directly into the Shift4 Dine POS system. The integration allows restaurants to answer 100% of calls instantly, handling orders and reservations while syncing data in real time to the POS. Loman AI is now available to all Shift4 Dine customers via the Shift4 marketplace, aiming to capture missed revenue and reduce labor costs.
10 Percent Owner Buys 388,000 Shift4 Shares for $15.9 Million
Shift4 Partners With Bar Rescue’s Jon Taffer for $100,000 “Rescue Mission” Contest
Shift4 announced its third annual 'Rescue Mission' contest, partnering with Bar Rescue star Jon Taffer to award a $100,000 business grant to a community-focused restaurant or bar owner. The winner will also receive a personalized consultation with Taffer and a complete Shift4 POS System, specifically the Shift4 Dine platform. This is a marketing initiative designed to highlight Shift4’s technology benefits to small business operators; it does not represent a material financial transaction or strategic partnership.
Shift4 Payments, Inc. (FOUR) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
Shift4 Partners with Lydian to Support USDT Payment Acceptance
Shift4 Payments: Strong Growth, Expanding Margins, Cheap Stock
Shift4 Payments Q1 Earnings Call Highlights
Shift4 Payments, Inc. (FOUR) Q1 2026 Earnings Call Transcript
Shift4 Payments (FOUR) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Shift4 Payments (FOUR) Q1 Earnings Miss Estimates
Shift4 Announces First Quarter 2026 Results
Shift4 announced that its first quarter 2026 financial results have been released and are available via its Q1 Shareholder Letter and Investor Relations website. Management will host a conference call today, May 7, 2026, at 8:30 a.m. ET to discuss the results, which will also be simulcast via X Spaces. The release provides contact details for Investor Relations and Media but does not disclose any financial performance metrics in the text.
Countdown to Shift4 Payments (FOUR) Q1 Earnings: Wall Street Forecasts for Key Metrics
Analysts Estimate Shift4 Payments (FOUR) to Report a Decline in Earnings: What to Look Out for
Shift4 Partners with Chicago Cubs to Power Commerce at Iconic Wrigley Field
Shift4 has partnered with the Chicago Cubs to power the fan experience at Wrigley Field with its end-to-end commerce technology. The deployment will cover food and beverage concessions, retail sales, and the Gallagher Way entertainment district to streamline operations and enhance the guest experience. Both organizations emphasized the partnership as a milestone for delivering seamless payment solutions at one of baseball’s most legendary venues.
Shift4's Explosive Growth Comes With High-Stakes Risk
Shift4: Have We Reached The Maximum Pain Point
Inter Miami CF and Shift4 Announce Partnership to Enhance Fan Experience at Nu Stadium
Shift4 partnered with Inter Miami CF to become the Official Payment Processing Partner for the newly opened Nu Stadium. The company's integrated payment technology will power ticketing and concessions at the 26,700-seat venue to streamline the matchday experience for fans. This agreement expands Shift4's footprint in the sports and entertainment sector, complementing its existing presence across thousands of venues in North America.
Shift4 Announces Date of First Quarter Earnings Results and Upcoming Investor Conference Participation
Shift4 announced it will release its first quarter 2026 financial results pre-market on Thursday, May 7, 2026. Management will host a conference call at 8:30am ET, accessible via webcast and an X Spaces simulcast. The company also confirmed it will participate in the J.P. Morgan 2026 Global Technology, Media, and Communications Conference on May 19.
A Look at Shift4 Payments Inc (FOUR) After 4.6% Gain -- GF Value $107.29 vs Price $44.18
Will Shift4 Payments (FOUR) Beat Estimates Again in Its Next Earnings Report?
Shift4 Announces Fourth Dividend Date for Mandatory Convertible Preferred Stock
Founder Buys 43K Shares of Shift4 Stock