Shift4 Payments (FOUR) revenue breakdown

Technology · Software - Infrastructure · Market cap $4.1B

By product, Payments-based revenue is the largest at 83% of fiscal 2025 revenue, growing 32% a year over 7 years.

By region, U.S. is the largest at 79% of fiscal 2025 revenue; International grew fastest, 377% a year over 3 years.

Revenue by product

Fiscal years, as Shift4 Payments reports them in its 10-K filings; fiscal 2025 total $4.2B.

Products20182019202020212022202320242025Share
Payments-based revenue$485M$644M$684M$1.3B$1.9B$2.4B$3.0B$3.5B 83%
Subscription and other revenues$75M$88M$83M$110M$136M$179M$341M$454M 11%
TFS revenue———————$255M 6%

Revenue by region

Fiscal years, as Shift4 Payments reports them in its 10-K filings; fiscal 2025 total $4.2B.

Regions2022202320242025Share
U.S.$2.0B$2.5B$2.9B$3.3B 79%
International$8M$101M$420M$868M 21%
Every line, every quarterThe deep dive has fifteen-plus years of statements, quarterly results, charts and valuation models for FOUR.
Open FOUR in Investingly

Questions

Where does Shift4 Payments make its money?

In fiscal 2025, by product: Payments-based revenue $3.5B, Subscription and other revenues $454M, TFS revenue $255M.

From Shift4 Payments's annual reports filed with the SEC (XBRL data), standardised by Investingly. Information only, not investment advice.