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窗口 08-19 → 08-26 · 回看 7 天(美东)

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$FOURIshfaaq Peerally发布 2026-08-24
Scale Economies Shared
Shift4通过其增值服务受益于规模经济,这使其能够收取更高的费用。
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例如,有NASA局长。他创立了一家公司。它叫Shift4。所以股票代码是FOUR。他们有销售点终端。有工具。所以是不同的行业,不同的终端,他们有那些增值服务。因为,比如说,如果你是一家餐厅,你不仅仅需要终端。

你需要整个客户管理软件,这是提供的,因为一旦销售完成,你就有软件,一切都集成在一起。它让你更快,你愿意为此支付更多。

For example, there is the NASA administrator. He founded a company. It's called Shift4. So the ticker symbol is FOUR. They have the point-of-sale terminal. There are tools. So it's different industries, different terminals, and they have those value-added services. Because if, let's say, you are a restaurant, you don't need just the terminal. You need to have the whole consumer management software, which is provided, because as soon as the sale is made, you have the software where everything is integrated together. It makes things quicker for you, and you're willing to pay more for that.

例如,如果有人只是给你销售点终端,你支付2%。其他人给你你需要的整个软件栈,你支付4%,因为它给你带来更多销售。如果有人能用那个软件为客户预订、预约,一切都在发生——规模经济。

If, for example, someone is just giving you the point-of-sale terminal, you pay 2%. Someone else gives you the whole stack of software you need, you pay 4%, because it brings more sales to you. If someone can use that software to reserve for customers, bookings, everything happening—scale economies.

正如我们谈到Shift4,他们有这些增值服务。

And as we talked about Shift4, they have these value-added services.

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