Shift4 Investor Day Presentation Deck
November 2021, 50 slides
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shareholder letter investor field day me | Shift4
safe harbor statement and forward looking information non financial measures and key performance indicators | Shift4
shareholder letter | Shift4
dear shareholders | Shift4
quarterly highlights | Shift4
continuing strong momentum in new customer wins shift value proposition continues to deliver wins in some of the most complex and demanding environments mobile arena beaver run goodwill stores shrimp basket tae a a a a an | Shift4
outlook affirming three of our guidance measures end to end payment volume total revenues and adjusted and increasing our guidance for gross revenue less network fees billion billion billion billion million million million million | Shift4
introduction | Shift4
allow us to reintroduce ourselves | Shift4
values boldly forward our north star is to power commerce don deny it boldness we take risks and boldly challenge the status quo to deliver a superior commerce experience excellence we create processes to achieve expedience and effectiveness with a customer first ownership clear concise roles and responsibilities empower our culture of ownership and accountability trust trust is the foundation of how we interact with our team partners and community | Shift4
vision mission values vision mission values boldness excellence ownership trust | Shift4
by the numbers we power the most recognizable brands in north billion billion widens at go | Shift4
a true pure play integrated payments provider at scale build partner buy as a reminder of all payment transactions originate from directly integrated shift revs yellow eats restaurant | Shift4
what we told you prior to today guidance today on track to exceed growth projections by despite pandemic how grow our business | Shift4
since delivering on promises and we just getting started | Shift4
shift at high growth core | Shift4
high growth core long term volume growth consistent track record of strong volume growth in core verticals consistent track record taking share in core verticals competitors | Shift4
high growth core consistent restaurant share gain despite competition accelerating growth in the face of consistent competition a disruptive competitors through years revel silver clover square cack | Shift4
high growth core mix and spread by vertical vertical specific spreads stable average spreads impacted by mix shift demonstrated pricing power within core verticals average spread driven by lodging share gains restaurants | Shift4
high growth core average merchant size deliberate move up market driving meaningful increase in volume and revenue per merchant merchants more complex environments less competition up since | Shift4
high growth core adjusted margin expansion expanding margins while investing in growth and new verticals nearly of margin expansion since inclusive of investments in growth | Shift4
high growth core where does shift fit legacy acquirers high growth shift fast growing dominant vertical player solutions enable substantial diversification optionality high volume and revenue growth in the face of pandemic square shift | Shift4
high growth core continued growth vectors gateway conversion runway gateway conversion economics organic wins scarce integrations integrations drive net new customer wins center of excellence in house drives outsized win share in complex and high volume locations consistent track record of taking share scarce integrations provide wide moat executing strategy for years with minimal churn steady win rate proven strategy of converting merchants throughout the pandemic long runway ahead year growth potential with refilling conversion pool a i ticket value gross profit shifts yellow i | Shift4
next generation restaurant platform introducing pos | Shift4
rationale for pos untapped monetization opportunity we currently support restaurant locations of which generate revenue estimated revenue uplift when converted to unlock additional revenue opportunity and increase right to win in restaurant payments tam unparalleled distribution over expert distribution partners that know how to sell restaurant experienced boots on the ground service attracts higher quality customers accelerate share gain next generation platform will enhance our right to win net new merchants monetize additional ecosystem revenue opportunity via the shift increase customer retention massive opportunity powerful product unique distribution | Shift4
all in one platform modern android based hybrid cloud architecture fully integrated loyalty reservation and customer engagement tools to build and grow a brand comprehensive mobile solution including ordering order pay order pay apple pay pay channel order management bringing all orders to one place consolidating traditional ordering and third party ordering mobile and web based dashboard delivering anywhere reporting and insight partner ecosystem and open delivering platform extension and expansion strategic partnerships to deliver payroll and capital offerings expanding merchant wallet share unmatched service via boots on the ground partner network providing service and support pos | Shift4
already deployed and growing in use today at over high profile locations united center | Shift4
shift today expansion since | Shift4
shift today new markets sports entertainment gaming expanded tam by into new high growth verticals | Shift4
shift today activity since expanded into new verticals and completed acquisitions capital deployed since organically inorganically revenue created incremental tam embedded payments cross sell acquired retail systems acquired first stadium producing payment volume acquired june acquired shift shop launch of ventures investment in first gaming win with crane naa clad | Shift4
shift today new verticals grown tam by since through both organic and inorganic strategies gaming sports entertainment merchant partners | Shift4
shift tomorrow new expansion | Shift4
shift tomorrow we are taking our tam global a allegiant | Shift4
shift tomorrow children research hospital entry into the non profit and verticals at scale shift has entered into a preferred payments partnership with children research hospital background children research hospital is a non profit providing pediatric treatment and research focused on childhood cancers strategy cornerstone client provides future right to win in both the non profit and verticals immediate opportunity receives in annual revenue long term opportunity expansion into non profit and verticals international expansion tam tam non profit giving out of pocket spend i | Shift4
shift tomorrow allegiant air travel company expanding hospitality reach into travel leisure shift develops a year strategic partnership with allegiant air travel company background allegiant air travel company is a travel and hospitality company which is the parent of allegiant air other subsidiaries include resorts and allegiant nonstop strategy extension of our businesses in hospitality vertically integrated travel conglomerate reinforces going global initiative immediate opportunity long term opportunity allegiant domestic revenue is accelerated expansion into adjacent verticals tam tam in global bookings | Shift4
shift tomorrow entry into cutting edge technology with a mandate for international expansion year global strategic partnership with background provides high speed low latency across the globe via advanced satellites in low orbit satellites launched to date beta users in countries priced at a month strategy alignment with cutting edge technology businesses grow with customer necessitates a going global initiative via organic and or inorganic means immediate opportunity long term opportunity day plan convert domestic payment volume to shift acquiring is a cornerstone global client opening up opportunity around the world by servicing the business globally shift tam expands into this new vertical and all of the other verticals we serve volume potential estimated long term in only subscription payments tam in satellite based consumer services by opens up massive pool of global commerce opportunities | Shift4
conclusion | Shift4
introducing medium term outlook by the end of end to end volume gross revenue gross revenue less network fees end to end payment volume growth at least gross revenues less network fees growth at least | Shift4
we size up well against the competition legacy acquirers high growth accelerating share gain in high growth core signature wins accelerate vertical expansion following demand into global markets square shift | Shift4
shift toast we do restaurants well and so much more restaurant platform vertical support opportunity shift trades at a discount despite product similarities greater tam advantaged distribution in house payment platform shift shift | Shift4
the accelerating shift story shift at in cash to deploy to satisfy demand global tam to attack integrations up from it | Shift4
questions shift | Shift4
appendix | Shift4
outage impact quarterly non financial metrics i cos fees | Shift4
third quarter of condensed consolidated balance sheets | Shift4
third quarter of condensed consolidated statements of operations | Shift4
third quarter of condensed consolidated statements of cash flows | Shift4
third quarter of reconciliation of shares | Shift4
third quarter of reconciliation to non financial measures | Shift4
third quarter of reconciliation to non financial measures | Shift4
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