HighGravityData

Shift4 Payments — Nov 6, 2025 release

Fiscal 2025 third-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001794669-25-000033
Open on SEC.gov ↗
Showing in the filing
Sportsbook locations live
“24”
Period
FY2025
Measure
Company-defined measure
Source
Prose
All guidance in this release · 16
Medium term compound annual growth rate for FY2025
“over 30%”
Medium-term CAGR
“over 30% compound annual growth rate”
New stock repurchase authorization
“$1 billion”
Stock repurchase program
“$1 billion”
Blended spreads for FY2025
“north of 60 bps”
Sportsbook locations live for FY2025
“24”
Bambora acquisition expected close for FY2026
“early 2026”
Gross Revenue Less Network Fees 3-Year CAGR …
“30%+”
Adjusted EBITDA 3-Year CAGR (Most Likely Case)
“30%+”
Margin Expansion (Impact of Global Blue)
“+300bps”
Gross Revenue Less Network Fees 3-Year CAGR …
“25%+”
Exit Rate for FY2027
“$1 billion”
EBITDA (management comment) for FY2026
“over 1B EBITDA next year”
Gross Revenue Less Network Fees growth (adju… for Q4 FY2025
“31% YoY GRLNF growth in Q4”
Organic revenue growth for FY2025
“well north of 25% YoY”
Adjusted Free Cash Flow for FY2025
“+50% Adj. FCF Conversion”
Exhibit 99.1 · the passage around this item
… earlier in the release
Global Blue has won the tender and will be powering Tax Free Shopping in 12 shops including the Parisian flagship Printemps Haussmann.   Unified Commerce Continuing to gain momentum in our Unified Commerce vertical 1 4 14 NON-PROFITS CRYPTO GAMING We expect to be live in all 24 sportsbook locations by year end TRANSPORTATION TBU WITH WINS FOR THIS QUARTER TBU WITH WINS FOR THIS QUARTER Shift4 has partnered with Hertz and is now powering both card-present and card-not-present payments for over 60 rental car locations.   Shift4 continues to move Boldly Forward towards becoming a truly global company 1 5 15 Going Global: Continuing Our International Momentum Enabling commerce in 75+ countries Leveraging our expanding global footprint to enable our industry leading products in over 75 countries UPDATED MAP PAGE Show we are live processing in 6 continents. went live with BYD in Latam as latest proof point of growing unified commerce platform. blue chips are coming to work with us becausee of our geo coverage and balance of card present and CNP + possibly hit curb again WHAT we need to include: -new map (map from investor day + the dark blue countries "coming soon" from this one" -callout with "We have closed on our landmark acquisition of Global Blue, expanding our footprint to 75+ countries" maybe above the map, and then maybe another one below with "Global B ue has accelerated our international expansion, and we will continue to follow our str
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.