Shift4 Payments — Apr 29, 2025 release

• Announced the acquisition of Givex, expected to close in Q4, adding over 120,000 new gift and loyalty customers, representing what we believe to be over $300 billion in payment volume cross-sell opportunity. This acquisition also brings product enhancements through a best-in-class gift and loyalty platform. • Increased contracted volume backlog to $30B. • We remain on track to close the year with organic GRLNF exceeding 25% and easily surpassing all mid-term outlook goals set more than three years ago. Dear Fellow Shareholders, 3 3 Jared Isaacman CEO jared@shift4.com I am pleased to share our quarterly results, which largely fell within our expectations, and provide a summary of the current operating environment. We have also positively updated our outlook for the remainder of the year. We experienced first quarter records across payment volumes ($45.0B), gross revenue less network fees ($369M) and adjusted EBITDA ($169M), with these growing 35%, 40%, and 38%, respectively, all while maintaining both healthy spreads (61bps) and free-cash-flow conversion (42%). We have a highly unique balance of both industry leading growth AND strong profitability, which is a testament to our great products, methodical approach to selecting verticals and geographies to compete in, and highly disciplined capital allocation philosophy. This strategy works well in the best of times, but it is times of uncertainty that truly separate us from the pack. We have served our merchants for 25+ years and while each year is unique, it is not hard to recognize themes and adjust accordingly. Whether it be the global financial cris