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Shift4 Payments, Inc.
5/7/2026
And in fact, as we've folded in tools like GiveX and currency conversion, our value proposition has only grown. You can go to purchase gift cards at the largest hotel chain in the world and scroll down to the bottom of the page, and you'll see Ship4 powering that whole experience for them. So that's just another example of how these acquisitions can at times feel like cookie cutter, but in reality, we spend a lot of time thinking about how it rounds out the offering, and we spend a ton of time thinking about what our customers are buying away from us, and can we deliver that under one roof? And obviously, something like gift cards is so inherent to the payment experience that when we own it as part of the offering, It's a better customer experience to work with one vendor than two, and we're in rarefied air being able to do that. Loyalty was an incredibly significant set of features inside of that same acquisition, and we haven't even begun to talk about that. But as competitors and companies we admire invest significantly in loyalty, you can get a sense that we were on that curve as well. I could go on and on, but our sports entertainment wins, I think, have sort of become happenstance. But we alluded to a really nice ticketing win with regard to LA in 2028. That's an example of an extension I don't think people would have assumed. is supernatural in the sports and entertainment space. Everything's going quite well in the United States. I will say the significant amount of executive attention is focused on how do we replicate all of this, and not over a 25-year timeline, but over like a two- or three-year timeline throughout the rest of the world. Chris, anything you want to comment on with regard to the same-store sales environment?
Yeah, sure. So, yeah, Darren, and thanks for the question. You're right to provide the context that when you think about the Americas region within our payments-based revenue, less network fees, kind of disaggregated categories, that America's region comes into this year largely unaffected by prior year M&A annualization. So you end up with a very clean view on our most mature region, a region where we've been doing business for multiple decades and where all of our products are also mature, live, battle-tested. So you take that region, and for us to be able to deliver mid-teens the mid-teens growth there, you're right to point out that that wasn't really needed or supported by much in the way of Triple S. We saw like a modest positive on Triple S, which is a better trend than what we saw exiting Q4, and certainly is better than what was embedded within Guide, but it wasn't a meaningfully positive contributor to that growth rate And it's important that we also think about what is the context beyond the absolute of that growth rate. To us, we think we're quite proud of the fact that that means the region is probably punching at a greater than 3X relative growth to the baseline market, which is something that I think is probably even more important because then the SSS kind of neutralizes across all of the relative players and peers. But that's a bit of the context.
You guys, and just a quick follow-up, and that's great to hear, by the way, guys. Thanks. Just on the coming up World Cup, do you feel good about getting GCC and all your products ready here for that?
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