Shift4 demonstrates strong organic growth with its proprietary POS system revenue increasing significantly over time.

When I see it, I feel It's like, "Oh, this is it." A public Traded Company." I Whenever they See you there, Makes me smile. Do it, " Andrew, Give me PAR, Fiserv, GPN and Shift4 In The differences "Tell me."

No, but if I ShiftFore vs. Visa vs. Fiserv's Look at me. So, their In What is the difference? I mean, shift four. and others Payment Processors In Difference Most understanding The easy ways One is—one.

The subject may be Card Present vs. card knot Present tense Difference.

Shift4 Looking at You will see, almost In all cases This is the card. To be present ( card present) subject.

Shift4 Every job Is the software- Integrated Payment.

Shift4's An interesting The direction is, Global or Like Fiserv No, you are this. The complex matter Easy to understand "You can," I Understand why we Specific In some sectors I win.

And if We are this Specific In the sectors Keep doing good, But its price Actually, a lot more. . So in my mind Either this is it. One of the attractions Part.

If we want Shiftfour What is in the restaurant? Do it. To discuss I can, because this is it. The most Wide and Man this More about Familiar. What does ShiftFor do? Why do they win?

Eligible, these things . And in my mind Either the rest The sectors are people. From there To understand You can.

Current Towards business Look, where They Network fees Except for about Two and a half billion Gross Revenue Earns. This is two and a half. Billions About one in Billions come Restaurant sector From.

But this Very Profitable, mine According to the calculation Restaurant sector From about 450 Million EBITDA Comes.

And you know, This company Over time How to build If you see it, it will rise. Understand, they For example, PAR- He said about it, Likewise Lightspeed )-and in the market There is.

Obviously, Lightspeed Another public The company, that With SpotOn ), and of course Toast. Many in the market Kind Restaurant POS There is a system. . and shiftfour ( Shift4) How Restaurant Business Ourselves Established What it did was, In 2017 they Three big on- Love Restaurant POS system Acquisition Did.

Sky Tab Basically ShiftFore, Whom now ShiftfourDine ( Shift4Dine) is called.

Anyway, they Like gold The shops Acquisition Was doing. And that Restaurant Business The foundation is still Survived. This A playbook It has become, Where 2017 In 2011 they Three roots POS system And software Bought, 2023 Focus in POS, 2024 In Revalent, And now they Internationally That strategy Following.

In 2021 Their first Own POS Product market Anna. And that's it. Now shift 4. Dining. I When working I was doing it then. One thing I realized. That the product is very Fast Popularity Getting, which Many people noticed Not doing; Of Because they Each sector Separate information Makes it easily available Doesn't give.

However If you are on shift 4 Balance of Look at the sheet, but The easy way is Leasing Equipment Gross value See the line. The neat figure Balance It is on the sheet, But the footnote From you Easily gross To get the figure You can. This is quite Clear.

Shift in 2021 4 Dining POS Before starting, Their Harbortouch POS system From nominal 40 million One dollar The line item was . Yearly If you calculate Seen: 2021 70 million in 2018 Dollar, in 2022 110 million, 180 in 2023 Million, 2024 In 250 Million, 2025 In 340 Million.

Now In 2026 In the middle We are 400. Million dollars I am at a run rate.

Simply put, 4 each shift Dine POS System Behind shift 4 It costs 2,000 Dollar. I know. Each Workstation Annual volume From about 300 350 thousand dollars . Your Favorite Spread Choose the number.

Take it. I am 80. Basis points Hold on. And every At the workstation $29 per month.

The rest I am the one who calculated. Audience Leave it alone. I gave it. 2021 At the beginning of the year 70 million From now on 400 Millions At speed To reach this Progress, That is, a little In time Four times Growth, Too much Economic Creating opportunities Doing.

In my mind Either people The matter Looking that way No, that's long. Shift after time- In its hands now Really a Strong, Own Invented product There is; This is now. And only the old ones POS system Purchase and payment Worth adding Not a common thing . This is really A real one Organic Growth Story.