How has Shift4 Payments's software and technology licenses, net changed year-over-year?

Shift4 Payments's software and technology licenses, net increased by 38.8% year-over-year, from $46.1M to $64M.

What is the long-term trend for Shift4 Payments's software and technology licenses, net?

Over 5 years (2020 to 2025), Shift4 Payments's software and technology licenses, net has grown at a 169.3% compound annual growth rate (CAGR), from $600K to $85M.

Shift4 Payments FOUR Software and Technology Licenses, Net

Software and Technology Licenses, Net at other companies

Global PaymentsGPN

——

Fidelity National Information ServicesFIS

——

Cimpress plcCMPR

——

ShopifySHOP

——

ToastTOST

——

EVERTECEVTC

——

Other financials

Income statement

See full

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

See full

Cash & equivalents--100%

Total debt$4.6B+59.0%

Total equity$1.7B+105%

Total assets$8.8B+75.0%

Cash flow

See full

Operating cash flow$134.0M+39.6%

CapEx$6.0M+500%

Free cash flow$128.0M+34.7%

Valuation

See full

Market cap$3.07B-36.4%

P/E26.2×+4.9×

P/S0.7×-0.7×

Profitability

See full

Gross margin35.1%+5.1pp

Operating margin8.4%+1.2pp

Net margin2.6%-3.9pp

FCF margin14.8%+1.1pp

Returns & leverage

See full

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 us-gaap:OtherAssetsNoncurrent.

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

Ask your AI about Shift4 Payments's software and technology licenses, net.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI

Claude

Questions, answered.

What is Shift4 Payments's software and technology licenses, net?: Shift4 Payments (FOUR) reported software and technology licenses, net of $64M in Q1 2026.
How has Shift4 Payments's software and technology licenses, net changed year-over-year?: Shift4 Payments's software and technology licenses, net increased by 38.8% year-over-year, from $46.1M to $64M.
What is the long-term trend for Shift4 Payments's software and technology licenses, net?: Over 5 years (2020 to 2025), Shift4 Payments's software and technology licenses, net has grown at a 169.3% compound annual growth rate (CAGR), from $600K to $85M.