Shift4

Powering the experience economy and enabling businesses to deliver the moments that matter

[Shift4 @Shift4]

We’re pleased to share our Q2 2026 financial results: https://t.co/d4UAdW5Gkf

Here are some of the highlights:

🎯 Q2 Gross Revenue, GRLNF, Adjusted EBITDA and Adjusted FCF all exceeded our guidance

📈 Payment volume was up 22% YoY to $61 billion

📈 Gross revenue less network fees was up 51% YoY to $624 million

📈 Adjusted EBITDA was up 39% YoY to $284 million

🌐 Shift4 One is now live in 12 countries across Europe, and on track to be live in 15+ countries by year-end

🍽️ Shift4 Dine is live in two new markets: Spain and Australia

🤝 We signed numerous high-profile new customers across hospitality, restaurants, luxury retail, sports & entertainment, unified commerce, and more

🚀 We are powering the experience economy, enabling businesses to deliver the moments that matter

$FOUR #BoldlyForward

[Shift4 @Shift4]

That’s a wrap on @NRFEurope! 🇫🇷

A great few days in Paris connecting with customers, partners and industry peers — and sharing how Shift4 is improving the shopping experience and making commerce simpler for retailers around the world.

Thanks to everyone who stopped by to connect with our team!

[Shift4 @Shift4]

It’s matchday in Miami, and you know where we’ll be. Powering payments for @InterMiamiCF fans throughout Nu Stadium! ⚽

[Shift4 @Shift4]

Apparently bringing two experiences together is having a moment.

We’ve been doing that with commerce for years.

[Shift4 @Shift4]

Football is SO back — and Shift4 is powering the fan experience. 🏈

From concessions and retail to ticketing and parking, we're helping over 75% of NFL venues deliver the moments that matter — driving more revenue, simplifying operations, and powering the seamless experiences game day demands.

Who are you rooting for this season?👇 Drop your team below.

[Shift4 @Shift4]

“We chose Shift4 because the team understood how our business works and was willing to build around what we actually need.” — Jens Frandsen, CFO, Sol og Strand

For Sol og Strand, that means faster settlement and simplified payments across more than 7,000 Danish holiday homes — keeping the transaction process in the background and the focus on the guest experience.

Learn more: https://t.co/9CuiUdOrIl

[Shift4 @Shift4]

@Mark590 Hi Mark. We’re sorry it's taking some time to reach our team. We’d like to help escalate. Please reach out via DM with your contact information. We’ll make sure it gets to the right place. Thanks!

[Shift4 @Shift4]

The traditions. The rivalries. The pride. The roar of a packed stadium. College football is back. 🏟️

Shift4 is proud to power game day at universities across the US — keeping lines moving so fans can spend less time waiting and more time cheering and chanting for their team.

[Shift4 @Shift4]

Run smarter and grow faster with technology built for scale. 🚀

For AMPM Restaurant, the right technology means less time worrying about what’s happening behind the scenes and more time creating memorable guest experiences — so they're able to grow with confidence.

Watch the video to hear their story and read the full case study to learn more: https://t.co/zY7II14sNr

[After Earnings (from Morning Brew ☕️) @AfterEarnings]

.@Shift4 CEO Taylor Lauber (@tlaubers) on how outdated payment systems are creating an opportunity for the company abroad

$FOUR

[Shift4 @Shift4]

Experience is our edge.

Shift4 CEO Taylor Lauber joined @MorningBrew's After Earnings podcast to talk about what sets Shift4 apart, how we’ve evolved alongside our customers, and why years of solving complex problems across industries continues to shape how we build for what’s next.

🎧 Catch the full conversation with @AnnBerry_NYC on the latest episode of the @AfterEarnings podcast: https://t.co/KSwZLJ4ccP

[Shift4 @Shift4]

Congratulations to Talisa Proctor of Talisa's on Main on being named the Grand Prize winner of Shift4's Rescue Mission! 🎉

Talisa's passion for her community, dedication to supporting underrepresented winemakers, and commitment to creating a welcoming space for everyone earned the support of voters across the country.

We're honored to award Talisa a $100,000 prize, a Shift4 Dine POS System and an in-person business consultation with @JonTaffer to help take her business to the next level.

Congratulations, Talisa. We can't wait to see what's next! 🍷💙

[Shift4 @Shift4]

Send a text. Drop a link. Get paid. 💸

Payment Links offer a quick and easy way to accept payments online. Create a secure payment link in seconds and send it via email, text, social media, or any other way you reach your customers.

No complicated setup. Just a simple, secure way to get paid.

Learn more at https://t.co/mU3ZWqJ1KV

[Shift4 @Shift4]

Batter up! ⚾️

Great game days start with seamless experiences. Shift4 is proud to power commerce throughout Yankee Stadium, helping make every visit a memorable one for baseball fans.

#RepBX

[Shift4 @Shift4]

Every transaction is an opportunity to elevate the shopping experience.

Shift4 One brings payments, Dynamic Currency Conversion (DCC), and Tax Free Shopping together —helping retailers simplify operations, unlock new revenue, and deliver a better customer experience.

Swipe to see how Shift4 supports your growth and learn more at https://t.co/lP5JvhXOUM.

[Shift4 @Shift4]

Meet Talisa — she's one of three finalists in the Rescue Mission contest for the chance to win $100,000.

When she opened Talisa's on Main, she wasn't just creating a wine bar — she was creating a place where everyone feels welcome.

From spotlighting small, underrepresented winemakers to creating a space where community comes first, every detail has been built with purpose.

Three finalists. Three incredible stories. One life-changing opportunity.

🗳️ Vote for Talisa’s on Main: https://t.co/LCMPn8QHgr

[Shift4 @Shift4]

Three incredible small businesses. Three inspiring stories. One $100,000 grand prize.

We’ve narrowed down the finalists for our Rescue Mission contest — now it’s your turn to decide who deserves this life-changing opportunity. Watch each finalist’s story below, cast your vote, and help make a difference for a small business that’s making a difference in their community.

Voting ends August 16th!

🗳️ Vote now: https://t.co/LCMPn8QHgr

[Shift4 @Shift4]

Meet Nicole — she's one of three finalists in the Rescue Mission contest for the chance to win $100,000.

She didn't just open a café, she created a place built on purpose.

Every product is made from scratch. Every recipe is crafted with intention. Every customer who walks through the door is part of a bigger mission to build a healthier, stronger community.

Three finalists. Three incredible stories. One life-changing opportunity.

🗳️ Vote for Mama Chea Cafe: https://t.co/LCMPn8QHgr

[Shift4 @Shift4]

@NoleMami Hi Ingrid, we hear you, and we want to make sure your specific account and billing history are reviewed with you directly. Please send us a DM with your contact information and we'll ensure it's escalated to the appropriate team. Thanks!

[Shift4 @Shift4]

@YugeDonKeedic Hi there! We’re sorry to hear your experience with Shift4 hasn’t met your expectations. We’d like to help escalate. Please reach out via DM with your contact information and we’ll make sure it gets to the right place. Thanks!

[Shift4 @Shift4]

In the experience economy, there are no second chances. Shift4 is built for the moments that matter – when failure isn't an option and it's critical to deliver effortless commerce.

We don’t just process payments. We remove every moment of friction between a guest and their memory. When payments disappear, experiences shine.