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| Date | Value |
|---|---|
| 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 |