Shift4 Payments FOUR Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Gross revenue by Product | ||||||
| Payments-based revenue | $917M+21.3% | $788.8M+2.1% | $1.06B+31.1% | $868.5M+14.9% | $756M+15.4% | |
| Subscription and other revenue | $102M+10.9% | $144.8M+25.8% | $118.9M+16.1% | $97.7M+37.2% | $92M+75.9% | |
| TFS revenue | $102M— | —— | —— | —— | $0— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Shift4 Payments break its business down?
- Shift4 Payments (FOUR) reports gross revenue by product across 3 parts — Payments-based revenue, Subscription and other revenue and TFS revenue. Each is extracted from the segment footnotes and tracked over time.
- Where does Shift4 Payments's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Shift4 Payments's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
