Shift4 Payments, Inc. (FOUR) Q1 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:04.296 And in fact, as we've folded in tools like 00:00:04.296 -- 00:00:09.884 GiveX and currency conversion, our value proposition has only grown. 00:00:09.884 -- 00:00:15.090 You can go to purchase gift cards at the largest hotel 00:00:15.090 -- 00:00:18.795 chain in the world and scroll down to the bottom of the page, and you'll see Ship4 powering 00:00:18.795 -- 00:00:24.243 that whole experience for them. So that's just another example of how these 00:00:24.243 -- 00:00:27.247 acquisitions can at times feel like 00:00:27.247 -- 00:00:32.134 cookie cutter, but in reality, we spend a lot of time thinking about how it rounds out 00:00:32.134 -- 00:00:36.340 the offering, and we spend a ton of time thinking about what our customers are buying 00:00:36.340 -- 00:00:39.224 away from us, and can we deliver that under one roof? 00:00:39.224 -- 00:00:43.971 And obviously, something like gift cards is so inherent to the payment experience that 00:00:43.971 -- 00:00:48.096 when we own it as part of the offering, It's 00:00:48.096 -- 00:00:52.763 a better customer experience to work with one vendor than two, and we're in rarefied 00:00:52.763 -- 00:00:57.230 air being able to do that. Loyalty was an incredibly 00:00:57.230 -- 00:01:00.915 significant set of features inside of that same acquisition, and we haven't even begun 00:01:00.915 -- 00:01:05.822 to talk about that. But as competitors and companies we admire invest significantly in 00:01:05.822 -- 00:01:09.708 loyalty, you can get a sense that we were on that curve as well. 00:01:09.708 -- 00:01:15.976 I could go on and on, but our sports entertainment wins, I think, have sort of become 00:01:16.100 -- 00:01:21.130 happenstance. But we alluded to a really nice ticketing win with regard to ...