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

Shift4 Payments (FOUR) has reported Current Deferred Revenue for 7 consecutive years, with $15.0 million the latest figure, recorded in Q4 2025.

• For the quarter ending Q4 2025, Current Deferred Revenue fell 21.05% year-over-year to $15.0 million; the trailing twelve-month figure through Dec 2025 stood at $15.0 million (down 21.05% YoY), and the FY2025 full-year result was $15.0 million, down 21.05% from the prior year.
• Current Deferred Revenue eased to $15.0 million in Q4 2025 per FOUR's latest filing, from $16.2 million in the prior quarter.
• Across five years, Current Deferred Revenue topped out at $24.1 million in Q1 2022 and bottomed at $8.2 million in Q2 2021.
• Historically, Current Deferred Revenue has averaged $18.4 million across 5 years, with a median of $18.6 million in 2023.
• The sharpest annual moves came in 2022 and 2024: Current Deferred Revenue jumped 151.22% in 2022, then slumped 30.47% in 2024.
• Over 5 years, 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 fell by 15.56% to $19.0 million in 2024, then slipped by 21.05% to $15.0 million in 2025.
• According to Business Quant data, Current Deferred Revenue over the past three periods registered $15.0 million, $16.2 million, and $15.6 million for Q4 2025, Q3 2025, and Q2 2025 respectively.