Shift4 Payments (FOUR) Current Deferred Revenue (2019 - 2025)
Shift4 Payments' Current Deferred Revenue was $13 million in Q4 2025, down 18.8% from $16 million a year earlier and down 7.1% from the prior quarter.
Analysis
Shift4 Payments (FOUR) Current Deferred Revenue (2019 - 2025) Analysis & Trends
From Q4 2019 onward, Shift4 Payments has reported Current Deferred Revenue for 24 quarters.
- Current Deferred Revenue shows a five-year compound annual growth rate of 10.8% (FY2020 to FY2025).
- In earlier years, Current Deferred Revenue was $16 million in FY2024 (-22.3%), $20.6 million in FY2023 (+26.4%), $16.3 million in FY2022 (+8.7%) and $15 million in FY2021 (+92.3%).
- Quarterly Current Deferred Revenue has moved between $8.2 million (Q2 2021) and $22.1 million (Q3 2024) over five years.
- Compared with a year earlier, Current Deferred Revenue has declined for five straight quarters, with an average decline of 12.2% over the last eight quarters.
- The best year-over-year quarter for Current Deferred Revenue over five years was Q2 2022 (growth of 128.0%); the worst was Q3 2025 (a decline of 36.7%).
- Per Business Quant data, FOUR's Current Deferred Revenue in the three quarters before Q4 2025 was $14 million (Q3 2025), $12.9 million (Q2 2025) and $11 million (Q1 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Coinbase Global | 50.59 Bn | 7.40 Bn | - |
| 2 | PayPal Holdings | 46.79 Bn | 5.01 Bn | - |
| 3 | Block | 44.05 Bn | 15.31 Bn | 3.17 Bn |
| 4 | Iren | 31.74 Bn | 19.34 Bn | 103.89 Mn |
| 5 | Corpay | 26.01 Bn | 16.21 Bn | - |
| 6 | Fiserv | 24.47 Bn | 21.17 Bn | 2.90 Bn |
| 7 | Global Payments | 22.51 Bn | 952.73 Mn | 2.03 Bn |
| 8 | Bitmine Immersion Technologies | 15.56 Bn | 12.94 Bn | 40.81 Mn |
| 9 | Guidewire Software | 11.90 Bn | 8.47 Bn | 269.68 Mn |
| 10 | Shift4 Payments | 5.76 Bn | 2.57 Bn | 446.00 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Dec 31, 2025 | 13.00 Mn |
| Sep 30, 2025 | 14.00 Mn |
| Jun 30, 2025 | 12.90 Mn |
| Mar 31, 2025 | 11.00 Mn |
| Dec 31, 2024 | 16.00 Mn |
| Sep 30, 2024 | 22.10 Mn |
| Jun 30, 2024 | 18.60 Mn |
| Mar 31, 2024 | 14.70 Mn |
| Dec 31, 2023 | 20.60 Mn |
| Sep 30, 2023 | 14.90 Mn |
| Jun 30, 2023 | 15.80 Mn |
| Mar 31, 2023 | 21.00 Mn |
| Dec 31, 2022 | 16.30 Mn |
| Sep 30, 2022 | 20.30 Mn |
| Jun 30, 2022 | 18.70 Mn |
| Mar 31, 2022 | 21.90 Mn |
| Dec 31, 2021 | 15.00 Mn |
| Sep 30, 2021 | 16.80 Mn |
| Jun 30, 2021 | 8.20 Mn |
| Mar 31, 2021 | 14.50 Mn |
API Access
Shift4 Payments Current Deferred Revenue API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=current-deferred-revenue&ticker=FOUR&period=max&api_key=YOUR_API_KEY
import requests
url = "https://data.businessquant.com/historic"
params = {"slug": "current-deferred-revenue", "ticker": "FOUR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()
const res = await fetch("https://data.businessquant.com/historic?slug=current-deferred-revenue&ticker=FOUR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();