Shift4 Payments, Inc. (FOUR) Goldman Sachs Communacopia + Technology 2025 Transcript


Shift4 Payments, Inc. (NYSE:FOUR) Goldman Sachs Communacopia + Technology Conference 2025 September 10, 2025 7:25 PM EDT

Company Participants

David Lauber – President, CEO, Principal Executive Officer & Director

Conference Call Participants

William Nance – Goldman Sachs Group, Inc., Research Division

Presentation

William Nance
Research Analyst

All right. We’re going to kick off here. We’re very pleased to have Taylor Lauber, CEO of Shift4 with us today. Taylor stepped into that role as CEO, who was previously President and Chief Strategy Officer, I think most people know from his time there, he has been integral to the company for many, many years. And Taylor congrats on being here your first time in the role.

David Lauber
President, CEO, Principal Executive Officer & Director

Thank you.

Question-and-Answer Session

William Nance
Goldman Sachs Group, Inc., Research Division

I think last year, Jared, was literally in space and you guys were unable to come. So we’re glad you could make it. All right. So look, I think you have been instrumental in driving the strategy of the company for some time. As you think about how you would like to impact the company, what do you think is going to change with you as CEO? And what’s top of mind for you?

David Lauber
President, CEO, Principal Executive Officer & Director

Yes. It’s a great question. I think what’s important to understand is that our founder is still the largest shareholder in the business. And so like strategic priorities don’t change much at all. And in fact, if we thought the business had to change strategic priorities, I wouldn’t be the right person to affect that anyway because Jared and I have been really in sync with one another around what we think is the right way to grow the business and what we think our differentiation is going



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