Shift4 Payments (FOUR) Q2 2026 Earnings Call Transcript

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DATE

Thursday, Aug. 6, 2026 astatine 8:30 a.m. ET

CALL PARTICIPANTS

• Chief Executive Officer - Taylor Lauber

• Chief Financial Officer - Christopher Cruz

• Head of Investor Relations - Thomas McCrohan

Full Conference Call Transcript

Operator: Hello, and welcome, everyone, joining today's Shift4 Q2 2026 Earnings Call. [Operator Instructions] It is present my pleasance to crook the gathering implicit to Tom McCrohan, Head of Investor Relations. Please spell ahead.

Thomas McCrohan: Thank you, operator, and bully morning, everyone, and invited to Shift4 Second Quarter 2026 Earnings Conference Call. With maine connected the telephone contiguous are Taylor Lauber, our CEO; and Christopher Cruz, our Chief Financial Officer. This telephone is being webcast connected the Investor Relations conception of our website, which tin beryllium recovered astatine investors.shift4.com. Today's telephone is besides being simulcast connected X Spaces, which tin beryllium accessed done our firm X relationship astatine Shift4. Our quarterly shareholder letter, quarterly fiscal results and different materials related to our quarterly results person each been posted to our IR website. Our telephone and net materials contiguous see forward-looking statements.

These statements are not guarantees of aboriginal performance, and our existent results could disagree materially arsenic a effect of definite risks, uncertainties and galore important factors. Additional accusation concerning those factors is disposable successful our astir caller reports connected Forms 10-K and 10-Q, which you tin find connected the SEC's website and the Investor Relations conception of our firm website. For immoderate non-GAAP fiscal accusation discussed connected this telephone today, the related GAAP measures and reconciliations are disposable successful today's quarterly shareholder letter. With that, fto maine crook the telephone implicit to Taylor. Taylor?

David Lauber: Thanks, Tom. Good morning, everyone, and convey you for joining america today. I'd similar to admit the full Shift4 squad for delivering beardown quarterly results, including powering payments flawlessly astatine galore of the World Cup matches. This tourney was a large unifying lawsuit and an unparalleled showcase for Shift4's quality to assistance merchants present the moments that substance connected 1 of the sports world's top stages. Shift4 exertion tin beryllium recovered astatine each lucifer successful some the U.S. and Canada and of course, crossed the broader acquisition system of restaurants and hotels. It was particularly rewarding to person the finals successful our backyard and hosted by a large Shift4 customer, MetLife Stadium.

Kudos to our squad for demonstrating erstwhile again our quality to run successful demanding precocious stakes environments specified arsenic the World Cup final. Believe it oregon not, this was not adjacent our busiest 4th for Sports and Entertainment contempt the well-attended matches crossed truthful galore of our lawsuit locations. While determination were wide signs of accrued spending crossed restaurants, hotels and different locations successful big cities, our stadium customers are rather accustomed to hosting ample crowds, whether it beryllium NFL, MLB, concerts oregon adjacent events similar Formula 1. We are with them for each these events, and I deliberation the World Cup was different steadfast objection of that. I'm arrogant of our results this quarter.