About this episode

This episode discusses Shift4's history, payment landscape, and customer acquisition model based on an extensive research report.

In this Company episode of The Synopsis we talk about Shift4, drawing from our 85-page research report to cover everything from their early history, to an overview of the payment landscape, and their unique customer acquisition model, as well as competitive moats. **Learn more about our 85-page Shift4 Research Report here ** For full access to all of our in-depth research reports, become a Speedwell Member here . If you need help getting Speedwell Research to become an approved research vendor, so you can expense your subscription, please email info@speedwellresearch.com *~*~ *~* -*-*-*-*-*-*-*-*-*-*- Show Notes (0:00) — Intro (6:04) — Why Shift4? (11:36) — Payment Processing Example (18:34) — Shift4 History (45:40) — Revenue Breakdown (57:10) — Gateway Economics (1:00:00) — Business Overview (1:02:00) — Competition (1:10:00) — Value Proposition (1:15:56) — Capital Allocation & ROIC (1:27:00) — Valuation (1:32:16) — Risks (1:38:00) — Upside (1:40:50) — Shift4 CEO Interview Announcement -*-*-*-*-*-*-*-*-*-*- Become a Speedwell Member here to gain access to *all* of our in-depth research reports and more! Sign up for Speedwell's free newsletter and weekly memos here *-*-*- Follow…

People in this episode

Host: Drew Cohen

Topics covered

• Shift4
• payment processing
• customer acquisition
• competitive analysis
• business overview

Keywords

• Shift4
• payment processing
• customer acquisition
• business strategy
• competitive moats

Mentioned in this episode

Organizations: Shift4, Speedwell Research

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