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The Future of Payments is Growing Fast
I wrote about Shift4 in December 2024 for two reasons: 1) the payments industry is entering a new era and 2) the change in leadership at Shift4. Now both reasons are in action and I
Shift4 Payments Q1 Earnings: Capitalizing On Payment Tech Growth
Summary
- The payments industry is evolving rapidly, and Shift4 Payments is poised for significant growth, especially with the recent leadership change and strong earnings performance.
- Shift4's Q1 payment volume increased by 35% year-over-year, with organic revenue growth expected to be +20% for 2025, driven by innovations like SkyTab.
- The acquisition of Global Blue for $2.5 billion will expand Shift4's global footprint and enhance cross-sell opportunities, despite competitive pressures from larger fintech firms.
- With a market cap of $5 billion, Shift4 is expected to double in value over the next five years, driven by both organic and inorganic growth strategies.
Vijar Kohli is a co-founder of Golden Door. Read more of his investment content at goldendoorasset.com Follow him on X @vijarkohli to stay in touch.
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