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Sep 30, 2022

Shift4 Q3 2022 Earnings Report

Shift4 achieved record volume, gross profit, gross revenue less network fees, net income, Adjusted EBITDA and Adjusted Free Cash Flow

Key Takeaways

Shift4 completed a strong quarter, setting new quarterly records for volume, Gross Profit, Gross Revenue less Network Fees, Net Income, Adjusted EBITDA, and Adjusted Free Cash Flow. The company grew end-to-end volume, gross profit, and gross revenue less network fees 53%, 118%, and 33%, respectively. Net income was $46.4 million and Adjusted EBITDA grew 53% for the quarter.

End-to-end payment volume of $20.6 billion, up 53% year over year.

Gross profit of $127.5 million, up 118% year over year.

Gross revenue less network fees of $196.7 million, up 33% year over year.

Net income was $46.4 million.

Total Revenue
$547M
Previous year: $378M
+44.9%
EPS
$0.44
Previous year: $0.26
+69.2%
End-to-End Payment Volume
$20.6B
Previous year: $13.5B
+52.6%
Gross Revenue Less Network Fees
$197M
Previous year: $148M
+32.6%
Adjusted EBITDA
$85.4M
Previous year: $55.8M
+53.0%
Gross Profit
$128M
Previous year: $64.4M
+98.0%

Shift4

Shift4

Forward Guidance

Shift4 is raising 2022 volume, Gross Revenue less Network Fees, Adjusted EBITDA, Adjusted FCF outlook and reaffirming its mid-term outlook.

Positive Outlook

  • Increasing End-to-End Payment Volume range from $70 Billion to $71 Billion (+50% YoY to +52% YoY)
  • Increasing the low-end of our Gross Revenue range from $1.95 Billion to $2.00 Billion (+40% YoY to +44% YoY)
  • Increasing Gross Revenue Less Network Fees range from $720 Million to $725 Million (+36% YoY to +37% YoY)
  • Increasing Adjusted EBITDA range from $275 Million to $280 Million (+65% YoY to +67% YoY)
  • Raising outlook to meet or exceed 46% Adj FCF Conversion