Wall Street expects a year-over-year increase in earnings on higher revenues when Shift4 Payments (FOUR) reports results for the quarter ended June 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report. On the other hand, if they miss, the stock may ...

Investors with an interest in Financial Transaction Services stocks have likely encountered both Shift4 Payments (FOUR) and Visa (V) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estima ...

Despite recent market fluctuations, fintech stocks remain promising investments with the potential to deliver solid gains for investors. These companies are revolutionizing how we transact and think about money, including the rise of cryptocurrencies like Bitcoin (BTC-USD). To take advantage of these fundamental shifts, I’ve researched three fintech stocks that offer an attractive tradeoff between risk and reward. Often overlooked in the financial media, these hidden opportunities have received strong buy r ...

NEW YORK, June 18, 2024 /PRNewswire/ -- FEVO, the leading e-commerce company that lets friends shop together on any website, announced today that Shift4 will act as its preferred payment processor for all music festivals and General Admission events. The partnership will allow FEVO to support venue, touring and festival clients with seamless payment and checkout solutions across online transactions, mobile ordering, QR-code ticket sales and on-site GA sales — all features that have helped Shift4 become a gl ...

If you’re bullish about the growth potential with the digitalization of finance, there are plenty of promising fintech stocks to buy. Even as macroeconomic uncertainty persists, a forward-looking market is looking beyond today’s troubles, and focusing on what lies ahead for the sector. Across the globe, commercial transactions continue to pivot from being cash-based to becoming predominantly card or digital-based. That suggests a strong runway remains for companies in the payment processing and related indu ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 __________________________________________________ FORM 10-Q __________________________________________________ x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______ to _______ Commission file number: 001-39 ...

财务数据和关键指标变化 - 总交易量同比增长50%达到330亿美元 [16] - 总收入扣除网络费用同比增长32%至2.64亿美元 [16] - 调整后EBITDA同比增长36%至1.22亿美元,EBITDA利润率达46% [16] - 调整后自由现金流同比增长34%至7820万美元 [17] - 综合费率保持稳定在62个基点 [17] 各条业务线数据和关键指标变化 餐饮业务 - 签约多家知名餐厅品牌,如Pizza Twist、Diverse Concepts、Four Top Hospitality Group等 [21][22] - SkyTab POS系统安装量同比增长38%至9400台 [23] - 推出免费的SkyTab Business Intelligence报告和分析平台 [23] - 在英国和爱尔兰市场拓展SkyTab POS业务,签约Souvlaki和Ram's Restaurant等客户 [25][26] 酒店业务 - 与全球最大的赌场运营商建立合作伙伴关系,并签约全北美最大的赌场Foxwoods [27][28] - 签约多家高端酒店和度假村,如The Ranch at Rock Creek、Sunseeker Resort、Mohonk Mountain House等 [28][29][30] - 在加拿大和欧洲市场拓展酒店业务,签约Halcyon Hot Springs Resort、Leonardo Hotels等客户 [30] 专业零售业务 - 签约Russell Stover和Ledson Winery等客户 [31] - 与Goodwill Industries扩大合作,成为其在波多黎各3家新店的主要支付处理商 [32] - 在欧洲市场签约多家电商和实体零售商,如Luxplus、Aliante、DentFriends等 [33] 各个市场数据和关键指标变化 - 在北美市场持续拓展餐饮、酒店和专业零售业务,取得多项重大签约 [19][21][22][27][28][29][31][32] - 在加拿大和欧洲市场实现快速拓展,签约多家餐厅、酒店和电商客户 [25][26][30][33] - 在非洲、斐济和马尔代夫等新兴市场跟随战略客户进行业务拓展 [15] 公司战略和发展方向及行业竞争 - 完成战略评估,收到多家公司的收购意向,但最终未达成交易 [12][13][14] - 持续专注于产品创新、客户拓展、股票回购和并购等四大资本配置策略 [55] - 通过并购Revel POS公司加强餐饮业务和国际市场拓展 [56][57] - 在激烈的行业竞争中凭借多元化业务、高增长和高盈利能力保持优势地位 [45][46][47] 管理层对经营环境和未来前景的评论 - 当前经营环境总体较为有利,同店销售趋于平稳,商户对一体化支付解决方案需求旺盛 [50] - 公司有信心实现2024年超过25%的有机增长目标,并提高了EBITDA和自由现金流的指引 [73][74][75][76] - 国际市场特别是欧洲和加拿大的拓展进展良好,有望在2024年底前签约1万家餐厅和酒店客户 [87][88] 问答环节重要的提问和回答 问题1 **Darrin Peller提问** 询问公司对2024年下半年业绩增长的信心来源,以及新业务的贡献占比 [91][92] **Jared Isaacman和Nancy Disman回答** - 公司对下半年业绩增长充满信心,主要来源于SkyTab安装量加速、新签的大型客户陆续上线、国际市场拓展等 [92][93][94][95] - 新业务的贡献占比较大,但公司对时间节点保持谨慎,会根据客户实际上线情况进行调整 [92][93][94] 问题2 **William Nance提问** 询问公司今年下半年业绩占比较高的原因 [107][108] **Jared Isaacman和Nancy Disman回答** - 公司在新兴垂直行业如体育场馆、电商等积累了大量待上线的客户,随着他们陆续上线将带动下半年业绩增长 [108][109][110][111] - 公司还在加快推进网关客户向全端到端模式的转换,这也将在下半年体现出更多收益 [112][113][114] 问题3 **Dan Dolev提问** 询问公司收购Revel POS的战略考虑 [133] **Jared Isaacman回答** - 收购Revel POS符合公司的惯常并购策略,可以实现支付业务的大规模交叉销售、产品线整合精简、销售渠道协同等协同效应 [134][135][136] - 预计Revel POS在2024年下半年可贡献约1500万美元EBITDA,并将在2025年实现更大规模增长 [136][137]

Shift4 Payments (FOUR) came out with quarterly earnings of $0.54 per share, missing the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.51 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of -11.48%. A quarter ago, it was expected that this company would post earnings of $0.82 per share when it actually produced earnings of $0.76, delivering a surprise of -7.32%. Over the last four quarters, the compa ...

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Lock Stock Thesis Shift4 Payments' (NYSE:FOUR) stock saw a massive spike after reporting Q4 earnings. This was likely due to the combination of a good earnings report/guidance and M&A speculation. No M&A activity ended up taking place, and since then the stock has declined precipitously. We believe the recent selloff is overdone and that long- term investors can acquire shares at an attractive valuation. The Basics Shift4 is a payments processor, though they do have some software/website offerings through t ...