Shift4 Payments — Feb 16, 2025 release

With all of this in mind—and with no mystery about where our customers will come from over the next few years—I have complete confidence in Taylor and the team’s ability to execute on the plan and deliver sustainable growth well into the future. This is reflected in our 2025 guidance and our new mid-term outlook, with the goal of reaching a $1 billion annual run rate in adjusted free cash flow within three years. I will participate in the Investor Day and continue serving as CEO through confirmation, but this is likely my farewell. I could never have imagined that the company I started in my parents’ basement would become the business it is today. And back then, I wasn’t thinking about how my career would end, but if I had been, I wouldn’t have dreamed of being nominated to lead the most accomplished space agency in the world. I have been fortunate to have a great career and I owe so much to my parents for letting me leave school to start this business—a risk I can hardly imagine allowing my own kids to ever take. I am immensely grateful to the Shift4 team for bringing so many ideas to life, the advisors and friends who supported us, the investors who believed in us, and, most importantly, this great nation, which makes the American Dream possible. Sincerely, Jared Isaacman CEO jared@shift4.com V7 - DRAFTS CIRCULATED VIA EMAIL (WORD DOC)   Q4 2024 E2E payment volumes were ~7x Q4 2020 levels $6.8 $13.4 $20.7 $32.1 $47.9 Q4-20 Q4-21 Q4-22 Q4-23 Q4-24 (A) See page 2 for a description of non-GAAP financial measures. F