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Shift4 Payments FOUR Increase (Decrease) In Capitalized Customer Acquisition Costs

Increase (Decrease) In Capitalized Customer Acquisition Costs at other companies

Navan, Inc.
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Navan, Inc. NAVN
$6.43M+157%
Klaviyo logo
KlaviyoKVYO
$21.05M+91.3%
Workiva logo
WorkivaWK
-$2.88M+29.7%
Rubrik logo
RubrikRBRK
$26.6M+24.0%
Frontdoor, Inc. logo
Frontdoor, Inc.FTDR
$1M0.0%
nCino, Inc. logo
nCino, Inc.NCNO
$3.43M+8.5%

Other financials

Income statement

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Revenue$1.1B+32.2%
Gross profit$392.0M+52.5%
Operating income$50.0M+100%
Net income$15.0M-11.8%
EPS (diluted)-$0.01-105%

Balance sheet

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Cash & equivalents--100%
Total debt$4.6B+59.0%
Total equity$1.7B+105%
Total assets$8.8B+75.0%

Cash flow

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Operating cash flow$134.0M+39.6%
CapEx$6.0M+500%
Free cash flow$128.0M+34.7%

Valuation

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Market cap$3.07B-36.4%
P/E26.2×+4.9×
P/S0.7×-0.7×

Profitability

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Gross margin35.1%+5.1pp
Operating margin8.4%+1.2pp
Net margin2.6%-3.9pp
FCF margin14.8%+1.1pp

Returns & leverage

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Return on equity9.5%-21.1pp
Debt / equity2.8×-0.8×
Current ratio1.2×-0.1×

Where this comes from

Reported directly by Shift4 Payments in its filing.

Tagged under the XBRL concept four:IncreaseDecreaseInCapitalizedCustomerAcquisitionCosts.

The official record: Shift4 Payments’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Shift4 Payments's increase (decrease) in capitalized customer acquisition costs?
Shift4 Payments (FOUR) reported increase (decrease) in capitalized customer acquisition costs of $15M in Q1 2026.
How has Shift4 Payments's increase (decrease) in capitalized customer acquisition costs changed year-over-year?
Shift4 Payments's increase (decrease) in capitalized customer acquisition costs increased by 66.7% year-over-year, from $9M to $15M.
What is the long-term trend for Shift4 Payments's increase (decrease) in capitalized customer acquisition costs?
Over 3 years (2021 to 2025), Shift4 Payments's increase (decrease) in capitalized customer acquisition costs has grown at a 32.5% compound annual growth rate (CAGR), from $26.2M to $61M.
What does increase (decrease) in capitalized customer acquisition costs mean?
This tracks the cash flow impact of costs incurred to acquire new customers that are capitalized rather than expensed immediately. It provides insight into the company's investment intensity in customer growth and the timing of recognizing acquisition-related expenses.