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Shift4 Payments FOUR Business Segments — Network Costs
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Where this comes from
Reported directly by Shift4 Payments in its filing.
Tagged under the XBRL concept four:NetworkCosts.
The source filing: Shift4 Payments’s 10-Q, filed August 6, 2026.
- Filed
- Aug 6, 2026, 4:13 PM EDT
- Fiscal quarter
- Q2 FY2026
- Calendar quarter
- Q2 2026
- Accession
- 0001794669-26-000045
| (in millions) | Three Months Ended June 30, 2026 | Three Months Ended June 30, 2025 | Six Months Ended June 30, 2026 | Six Months Ended June 30, 2025 |
|---|---|---|---|---|
| Payments-based revenue | $1,073 | $868 | $1,990 | $1,624 |
| TFS revenue | 117 | — | 219 | — |
| Subscription and other revenue | 105 | 98 | 207 | 190 |
| Network fees* | (671) | (553) | (1,243) | (1,032) |
| Other costs of sales* (exclusive of depreciation of equipment under lease) | (178) | (121) | (335) | (233) |
| General and administrative expenses: | ||||
| Employee and other general and administrative expenses* | (186) | (108) | (371) | (227) |
| Equity-based compensation* | (31) | (15) | (48) | (42) |
Item 1. Financial Statements (unaudited)
FAQ
- What is Shift4 Payments's business segments — network costs?
- Shift4 Payments (FOUR) reported business segments — network costs of $671M in Q2 2026.
- How has Shift4 Payments's business segments — network costs changed year-over-year?
- Shift4 Payments's business segments — network costs increased by 21.3% year-over-year, from $553M to $671M.
- What is the long-term trend for Shift4 Payments's business segments — network costs?
- Over 3 years (2022 to 2025), Shift4 Payments's business segments — network costs has grown at a 20.2% compound annual growth rate (CAGR), from $1.27B to $2.2B.
- What does business segments — network costs mean?
- Represents the direct costs paid to card networks, financial institutions, and other payment processors to facilitate transaction routing and settlement. These costs are essential for maintaining the connectivity required for payment processing services and typically scale with transaction volume.
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