FOUR Shift4 Payments (FOUR) Q1 FY26 earnings call
Shift4 Payments delivered resilient Q1 FY26 results, meeting or exceeding guidance despite macro headwinds and travel disruptions from the Middle East conflict. The company's diversified business model, particularly its scaling international expansion and strong competitive differentiation in the experience economy, drove significant growth in payments-based revenue. Management maintains its full-year outlook, acknowledging continued volatility while focusing on financial discipline and strategic investments in new geographies and product offerings.
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FOUR operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Jun 2026 Q2 FY26 | Change vs prior quarter |
|---|---|---|---|---|
| Payments volume | $59BVolumes grew 23% year-over-year to $59 billion towards the higher end of guidance range.Source: earnings call transcript | $56BVolumes grew 24% year-over-year to $56 billion, while delivering blended spreads at 61 basis points.Source: earnings call transcript | $61BThis quarter was another proof point volume of $61 billion, up 22% year-over-year, gross revenue less network fees of $624 million, which was up 51%.Source: earnings call transcript | +8.9% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.