Shift4 Payments (FOUR) Current Deferred Revenue (2019 - 2025)

Shift4 Payments (FOUR) posted Current Deferred Revenue of $13.0 million for Q4 2025, down 19.75% on a QoQ basis from $16.2 million in Q3 2025, and down 18.75% year-over-year from $16.0 million in Q4 2024.

Shift4 Payments (FOUR) Current Deferred Revenue (2019 - 2025) Analysis & Trends

Shift4 Payments' Current Deferred Revenue history runs 7 years deep, the most recent figure standing at $13.0 million for Q4 2025.

  • Quarterly Current Deferred Revenue fell 18.75% year-over-year to $13.0 million in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $13.0 million (down 18.75% YoY) and the FY2025 annual result came in at $13.0 million, down 18.75% from the prior year.
  • Current Deferred Revenue was $13.0 million for Q4 2025 at Shift4 Payments, down from $16.2 million in the prior quarter.
  • Across five years, Current Deferred Revenue topped out at $23.1 million in Q3 2024 and bottomed at $8.2 million in Q2 2021.
  • A 5-year average of $17.2 million and a median of $17.2 million in 2021 frame the typical range for Current Deferred Revenue.
  • Annual changes were most pronounced in 2022 — Current Deferred Revenue soared 151.22% — and 2025, when it sank 35.18%.
  • Shift4 Payments' Current Deferred Revenue stood at $17.4 million in 2021, then increased by 9.77% to $19.1 million in 2022, then rose by 17.8% to $22.5 million in 2023, then decreased by 28.89% to $16.0 million in 2024, then decreased by 18.75% to $13.0 million in 2025.
  • Business Quant data shows FOUR's Current Deferred Revenue at $13.0 million in Q4 2025, $16.2 million in Q3 2025, and $12.9 million in Q2 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Microsoft 2,895.32 Bn 2,770.88 Bn 56.06 Bn
2 PagSeguro Digital 2,671.35 Bn 2,671.35 Bn 358.92 Mn
3 Repay Holdings 344.36 Bn 344.21 Bn -
4 Oracle 338.75 Bn 306.86 Bn -
5 Palantir Technologies 297.09 Bn 289.06 Bn 1.42 Bn
6 Palo Alto Networks 223.05 Bn 218.51 Bn 1.91 Bn
7 CrowdStrike Holdings 184.01 Bn 180.91 Bn 993.68 Mn
8 Fortinet 109.44 Bn 106.15 Bn 1.49 Bn
9 Cloudflare 95.35 Bn 94.40 Bn 455.60 Mn
10 Shift4 Payments 3.98 Bn 3.50 Bn 392.00 Mn

Historic Data

Download Data
DateValue
Dec 31, 2025 13.00 Mn
Sep 30, 2025 16.20 Mn
Jun 30, 2025 12.90 Mn
Mar 31, 2025 11.00 Mn
Dec 31, 2024 16.00 Mn
Sep 30, 2024 23.10 Mn
Jun 30, 2024 19.90 Mn
Mar 31, 2024 14.70 Mn
Dec 31, 2023 22.50 Mn
Sep 30, 2023 17.00 Mn
Jun 30, 2023 15.80 Mn
Mar 31, 2023 21.00 Mn
Dec 31, 2022 19.10 Mn
Sep 30, 2022 20.30 Mn
Jun 30, 2022 20.60 Mn
Mar 31, 2022 21.90 Mn
Dec 31, 2021 17.40 Mn
Sep 30, 2021 19.40 Mn
Jun 30, 2021 8.20 Mn
Mar 31, 2021 14.50 Mn