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Shift4 Payments FOUR Business Segments

FY'25FY'24FY'23FY'22
Gross revenue by Product
Payments-based revenue$3.47B+16.1%$2.99B+25.3%$2.39B+28.5%$1.86B+47.6%
Subscription and other revenue$453.4M+33.0%$341M+90.5%$179M+31.1%$136.5M+24.7%
Gross revenue by Geography
International$868M+107%$420M+316%$101M+1,163%$8M
U.S.$3.31B+13.8%$2.91B+18.1%$2.46B+24.1%$1.99B+45.2%

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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.