earnings
confidence high
sentiment positive
materiality 0.80
Shift4 Q4 2022: E2E volume $20.7B (+55% YoY), Adj EBITDA $94.4M (+115%); FY23 guidance raised
Shift4 Payments, Inc.
- Q4 2022 net income $38.5M vs $3.0M in Q4 2021; adjusted net income $40.5M ($0.47 diluted).
- Full year 2022: E2E volume $71.6B (+53%), Adj EBITDA $290M (+73%), net income $86.7M vs loss $74.0M in 2021.
- FY2023 guidance: E2E volume $100-109B (+40-52%), Adj EBITDA $410-435M (+42-50%).
- Gross revenue less network fees Q4 $199.4M (+36% YoY); gross profit $138.3M (+78%).
- New partnerships: PayPal Checkout integration; SkyTab POS deployed over 10,000 systems.