WOLF(@WOLF_Financial):SHIFT4 $FOUR JUST REPORTED Q3 EARNINGS - Revenue: $1.32B, missing expectations of $1.33B 🔴 - Adj EPS: $1.49, beating expectations of $1.37 🟢 - Gross Revenue Less Network Fees: $648M (+10% YoY) - Adjusted EBITDA: $310M (+6% YoY) - Adjusted EBITDA Margin: 48% Cuts FY26 Guidance: - Non-GAAP EPS: $5.05-$5.15, below expectations of $5.17 🔴 - Gross Revenue Less Network Fees: $2.45B-$2.46B - Adjusted EBITDA: $1.11B-$1.13B Key Updates: - Shift4 One: Live in 15 countries (nearly $50M Global Blue synergies expected) - Share Repurchases: 4.2mm shares for $190mm ($10M preferred shares)

2hours ago

SHIFT4 $FOUR JUST REPORTED Q3 EARNINGS - Revenue: $1.32B, missing expectations of $1.33B 🔴 - Adj EPS: $1.49, beating expectations of $1.37 🟢 - Gross Revenue Less Network Fees: $648M (+10% YoY) - Adjusted EBITDA: $310M (+6% YoY) - Adjusted EBITDA Margin: 48% Cuts FY26 Guidance: - Non-GAAP EPS: $5.05-$5.15, below expectations of $5.17 🔴 - Gross Revenue Less Network Fees: $2.45B-$2.46B - Adjusted EBITDA: $1.11B-$1.13B Key Updates: - Shift4 One: Live in 15 countries (nearly $50M Global Blue synergies expected) - Share Repurchases: 4.2mm shares for $190mm ($10M preferred shares)

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