Shift4 Payments — Apr 29, 2025 release

Adjusted EBITDA margin of 46% for Q1 2025.(A) Q1 5 $28.5 $54.5 $72.2 $139.3 $19.5 $121.7 $162.4 $187.4 $205.9 $168.5 Net Income Adjusted EBITDA Q1-24 Q2-24 Q3-24 Q4-24 Q1-25 $47.3 $77.6 $138.2 $175.9 $240.7 $97.5 $148.8 $200.0 $263.7 $368.5 Gross Profit: 4-Year CAGR 50% Gross Revenue Less Network Fees: 4-Year CAGR 39% Q1-21 Q1-22 Q1-23 Q1-24 Q1-25 $115.0 $111.8 $142.5 $131.0 $96.6 $78.2 $76.0 $110.6 $134.4 $70.5 Net Cash Provided By Operating Activities Adjusted Free Cash Flow Q1-24 Q2-24 Q3-24 Q4-24 Q1-25   6 6 Increased Volume and Improved Diversity Move Up Market Average size of merchant based on volume is +137% of 2023 levels Signed Merchants Volume Backlog Blended Spreads by Vertical Full Year 2025 spreads expected to be ~60bps Financial performance has improved without sacrificing quality Backlog of $35B+ $25B+ went live over the last year Shift4 Has a Proven Track Record of Resilience in Uncertain Times and Is Better Equipped than Ever 65x more enterprise clients than pre-pandemic Growing Enterprise Client Base(1) Volume (billions) GFC COVID Volume Growth in Recessionary Periods $2.7 $7.3 $22.1 $46.7 (1) Enterprise clients are defined as having volume >$100mm annually. 2007-2009 2019-2021 65% CAGR 45% CAGR   @PM - Not sure which these are. 7 Over 55,000 Search "Shift4" on X (f.k.a. Twitter) to see dozens of installs every day! since coming out of beta, and on pace to exceed 35,000 installs in 2024 alone SkyTab installs -include skytab air -include skytab goal restos for logos: Camino Real Mexican Restaurants House of Blues Boston Meltwich Mera DFW Mera Marinas Nando's Peri Peri Chicken Santiago's Mexican Restaurants The Bertossi Group Windy Gates - SOHO Hasir Group de Lazy Lizard Waterfront Restaurant Smoke's Poutinerie The Roxy - Vancouver Oasis Resort Mic Mac Beverage Room Five O Fore Golf Pao Brasil Bakery The Gray Goos - Southport Edgewater Beach Resort Terra Gaucha- Omaha Baires Gril