Shift4 Payments, Inc.
Shift4 Payments Inc is provider of integrated payment processing and technology solutions. The company offers software providers a single integration to an end-to-end payments offering, a powerful gateway and a robust suite of technology solutions (including cloud enablement, business intelligence, analytics, and mobile) to enhance the value of their software suites and simplify payment acceptance. The company derives maximum revenue from United States.www.shift4.com
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Search complete. 56 mentions across 13 episodes found for "Shift4 Payments, Inc.".
Sep 21, 2026
Christian WiensGUEST
And it integrates with the systems that you already use, right? It integrates with the top, it's like the top 30 point of sale systems or something like that.
Christian WiensGUEST
Definitely Toast, you know, SpotOn, Clover, Square, Shift4, Olo, like all of the big POS systems, Aloha, NCR.
Christian WiensGUEST
It integrates with the point of sale systems, the reservation management systems, the OpenTable, the Resi, the seven rooms, right? So...
Christian WiensGUEST
your phones can be handled 100% of the time and your in-store, you know, your front of house people can focus on the people in the front of house that are in your restaurant.
Sammy KennedyHOST
It's crazy.
Sammy KennedyHOST
Like I was doing some basic math on who we're currently with, which is Shift4.
Sammy KennedyHOST
So we started off with SmartPay and then they rebranded or got bought out.
Sammy KennedyHOST
Something happened there.
Christian WiensGUEST
So...
Christian WiensGUEST
As long as you work with one of our preferred partners, you know, we have the top 25 point of sale systems integrated into Lohman in the U.S., Toast Square, Clover Spot, you know, all of these, Shift4, and then OpenTable, Resi, you know, all the ones that you would care about.
Christian WiensGUEST
And, you know, we integrate directly with those.
Christian WiensGUEST
So we're pulling the menu, the pricing, the timing, everything that we can gather from the POS, and then we're pushing the order to the POS.
Brian DermanHOST
Pfizer has the Clover system that's prevalent in that space.
Brian DermanHOST
And Shift4 has its SkyTab system.
Brian DermanHOST
How do you go about sizing that market and looking at those competitors?
Timothy ChiodoGUEST
So sizing it is not easy.
Tyrell ReedHOST
DoorDash does all the delivering.
Aaron KeeseeGUEST
So I use, I use, I use Shift4, which was formerly SkyTab.
Tyrell ReedHOST
Mm-hmm.
Tyrell ReedHOST
Which will do-
Tyrell ReedHOST
Yeah
Aaron KeeseeGUEST
... you want to.
Aaron KeeseeGUEST
But I set that up for them to deliver it 'cause I've got my own online avenue through the Shift4 where people can order carryout delivery.
Aaron KeeseeGUEST
So I'm doing phone, I'm doing my own carryout delivery on the phone and on my online, and then I got DoorDash.
Alex WilsonGUEST
And eventually that really took off and we ended up working with a lot of the biggest charities around the world.
Alex WilsonGUEST
We sold that business then to Shift4 in 2021, about four years ago.
Alex WilsonGUEST
And when we got acquired by Shift4, I became the head of crypto and stablecoins there.
Alex WilsonGUEST
built out a lot of different things and happy to get into the details of that later.
Alex WilsonGUEST
And then just about a year ago, we started Cyclops and I'm one of the three co-founders.
Alex WilsonGUEST
Yeah.
Alex WilsonGUEST
Really helped us get off the ground.
Alex WilsonGUEST
And then David actually helped with the sale to Shift4 as one of our lawyers on the team.
Brad LevyGUEST
We have a number of clients that are banks, so traditional banks as you would think about down the street.
Brad LevyGUEST
That said, we have a lot of other types of clients like Travelex in the money moving space, obviously, or Shift4 in the point of sale.
Brad LevyGUEST
We have clients in Africa and UAE and Mexico.
Brad LevyGUEST
And even when we have A-band clients, say, like a Santander or Credit Agricole, Our deployment is across multiple countries and multiple banks and multiple regions.
10 MINS LATER
Brad LevyGUEST
If you're in US, Europe, you're more having to get people away from systems they've been running that way for 20 or 40 years.
Brad LevyGUEST
So it is quite different depending on the region.
Brad LevyGUEST
And I'd say FinTechs is too big a bubble, right? Because everything that's not a bank is sort of a FinTech, but we have like TravelX and Shift4 as two clients, you know, different vintages, different businesses, and they're all sort of in our, but that's, and again, TravelX is a more real-time screening person at counter versus somebody that might be waiting a couple of days to open an account in an institutional way.
Michael BernsweigHOST
Yeah, and obviously, velocity is very important in the space because, let's face it, there's a certain amount of volume that these organizations need to put through any specific area.
Zack BuckleyGUEST
And I think Treasury is really the key to understanding why the consolidated company is significantly undervalued.
Zack BuckleyGUEST
So Priority does have a payment processing business within it, similar to like Shift4 or Global Payments, but Treasury is really the majority of the value today.
Zack BuckleyGUEST
So Treasury basically generated $215 million of revenue and around $180 million of adjusted EBITDA, or roughly an 84% EBITDA margin.
Zack BuckleyGUEST
So that's like database or very high margin software type economics.
Andrew WalkerHOST
Let's, again, the event's what really excites me here, but let's stick with the business.
Andrew WalkerHOST
I do have some questions on the business for you.
Andrew WalkerHOST
So I think you touched on it a little bit, but again, there's an event we're going to talk about, but anyone who's been following the markets knows that it There's the SaaSpocalypse and there's the paymentspocalypse that's happened over the past year, right? And you mentioned several of the comps, you know, Shift4 is the one that comes to my mind.
Andrew WalkerHOST
I understand the businesses aren't completely comparable, but I think Shift4, just because so many value investors are in it, they've got the guy who's over at NASA now, the huge share buybacks, pretty controversial stock, cheap, huge share buybacks.
Lex SokolinHOST
How do you see Web2 fintech and Web3 fintech that's going after similar use cases, like partnering, converging, or working together? I mean, we're seeing this convergence
Edward WoodfordGUEST
already, right? If you look at the payment, traditional payment partners that we service today, we service groups like Stripe and Shift4 and Nuve and groups like that and many, many more.
Edward WoodfordGUEST
And so, you know, groups like Wallpay.
Edward WoodfordGUEST
So, And that's across a whole set of use cases and applications.
Zor GorelovGUEST
Pyotr was the founder and CTO of SecurianPay.
Zor GorelovGUEST
SecurianPay was one of the early online payment companies that was acquired by Shift4 and now powers their payment infrastructure.
Sarah StappHOST
Oh, wow.
Sarah StappHOST
Very cool.
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