{"schema_version":"secwatch.filing_event.v1","accession":"0001794669-26-000006","form_type":"8-K","ticker":"FOUR","cik":"0001794669","company_name":"Shift4 Payments, Inc.","filed_at":"2026-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.200308+00:00","generated_at":"2026-05-15T23:43:11.573099+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Shift4 Q4 2025: EPS $0.36, Adj EBITDA $304M (+48%), guides 26-31% revenue growth in 2026","bullets":["Q4 gross revenue $1,189M (+34%); gross revenue less network fees $610M (+51%); GAAP EPS $0.36, non-GAAP EPS $1.60.","Adjusted EBITDA $304M (+48%), margin 50%; volume $59B (+23% YoY).","Revenue pillars: payments-based $340M, tax-free shopping $125M, subscription and other $145M.","FY2026 guidance: 26-31% gross revenue less network fee growth; core Americas mid-teen payments growth.","Prioritizing share repurchases; Global Blue acquisition accretive long-term to margins."],"urls":{"canonical":"https://secwatch.observer/filing/0001794669-26-000006","json":"https://secwatch.observer/filing/0001794669-26-000006.json","markdown":"https://secwatch.observer/filing/0001794669-26-000006.md","text":"https://secwatch.observer/filing/0001794669-26-000006.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1794669/000179466926000006/0001794669-26-000006-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1794669/000179466926000006/four-20260226.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T23:43:11.573099+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}