Shift4 餐饮 POS 收入从 2021 年的 7000 万美元增长至 2026 年中的 4 亿美元年化运行率，这是一个由专有技术和附加费（surcharging）采用支撑的真实内生增长故事。
逐段跳播
在2021年Shift4 Dining POS开始之前，他们的Harbortouch POS系统名义上是4000万美元的行项目。如果按年计算，可以看到：2021年7000万美元，2018年，2022年1.1亿美元，2023年1.8亿美元，2024年2.5亿美元，2025年3.4亿美元。
现在2026年中期，我们正以4亿美元的速度运行。
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.
简单来说，Shift4 每套餐饮 POS 系统成本为 2,000 美元。我知道。每个工作站年交易额约为 30 万至 35 万美元。你最喜欢的价差，选个数字，拿走吧。我按 80 个基点算。
等等。而且每个工作站每月 29 美元。剩下的部分是我自己算出来的。
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.
2021 年初是 7,000 万美元，从现在起要达到 4 亿美元的速度。要达到这个进展，也就是说，在时间上翻四倍增长，创造了太多经济机会。
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.
Shift4 现在手里真正拥有一个强大的、自己发明的产品；这就是现在的情况。而只是购买旧的 POS 系统和支付功能，并不值得添加，这不是常见的事。这确实是一个真正的有机增长故事。
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.
问题是，这种成功从何而来？我认为，人们所理解的失败之处在于，目前 Shift4 餐饮 POS（Shift4 Dining POS）大约在 5 万个场所被使用。
Question This is success. Where is it coming from? I think so. What people understand Failing That is, Currently Shiftfour Dining POS ( Shift4 Dining POS) approx. In 50,000 locations Being used .
Shift4 有一个重要的积极方面。其中之一，因为我要说的是，你所说的信用卡附加费，据说非常普遍，而且正变得过于流行、不断上升。
Shift4 For one Important Positive aspects. And one of them Because I will say that , whom you Credit card Surcharging Says it is very It is common and Too much Becoming popular Rising.
而 Shift4 这样的公司，其做法是，他们现在基本上通过自己的分销渠道和内部销售代表，通过 Shift4 餐饮——谁是 0% 支付处理费——作为一种解决方案来推介或推广。他们会说，你能给 0% 支付处理费吗？
因为通过我们的解决方案，我会为你设置信用卡附加费，这样它就会自动转嫁给客户。哦，对了，我们的硬件我们也不收费。你来做，免费喝一杯。
And Shift4's Like Companies Its scope What to take What it did was, They are now their Distribution Channel and Internal Sale Representatives Basically through Shiftfour dine- Who is 0% payment?
Processing fee As a solution Present or Promoting. Where they are Say, you are 0%. Payment Processing fee Can you give? Because we Solution Through, we Your credit Card Surcharging I will set it up.
So that it Automatically On the customer It goes away. Oh, and Yes, ours. Hardware For us any I don't charge. You do it. Free Drink.
我说这是一个重大积极因素，是因为现在你拥有一个独特的、友好的中介优势，你明白吧？比如，如果你是 Chateau Cafe 的老板，并且开启了一年的信用卡附加费处理，而 Andrew Walker 的母亲每天都来喝咖啡。
如果你看到你的订阅用户数量没有下降，而你的支付处理费用通过 Shift4 有了议价空间，那还有任何需要吗？基本上你们任何人都会有兴趣。不。如果 R Square 过来对你说，我能帮你省下你支付处理费的 10 个基点，但你的兴趣是什么？
会有吗？那又怎样？我把全部成本都转嫁给客户了。所以，我认为信用卡附加费的优势确实是一个重大的积极因素。
I Why is it a Big positives I'm saying this because now You are one of a kind. Friendly Mediator Benefits You get it, right? ? For example, if you Chateau Cafe owner Be and one year This credit before Card Surcharge Process Turns on, And Andrew Walker's mother If every day Come for coffee.
And if you See that your Number of subscribers Not decreased, but Your payment Processing Shift 4 with expenses With Bargaining Any need Is there? Basically Any of you There will be interest.
No. R Square If you have Come and say, "I Your payment 10 in processing Basis points "I can save you," But your What is interest? Will there be? "Well, What's the point? I am whole.
The cost On the customer "I'm giving it." So, I think I give credit. Card This surcharge The advantage Really a big one Positive aspects.
有一点必须提到，这在所有国家并不合法。Shift4 Payments 现在正在运作，比如他们最近在西班牙和澳大利亚开始了活动。他们在英国和德国也已经运作了一段时间。
A topic To mention It is necessary that this Not legal in all countries. Shift 4 Payments Now Working, like They recently Spain and In Australia Activities Started. They United Kingdom and Also in Germany For some time now Working.
另一个让人松一口气的理由是，Shift4 Payments 用于 POS 的总资源部署，我计算过，基本上是美国的数据；国际市场对你来说，你可以按数量来算，但他们那里才刚刚完成工作，刚刚开始。
Of relief Another reason Hello, shift 4. Payments For POS I am the total Resources Deployment I have calculated, That's basically American United States Data; International For the market You are like you.
By number You can take it, but There they are. Just finished work. Started.
这个频道对 $SHF 的历次判断
Yet Another Value Podcast 在这只股票上只有这一条判断。