Shift4 Payments, Inc. (NYSE:FOUR) Q3 2024 Earnings Conference Call November 12, 2024 8:30 AM ET

Company Participants

Thomas McCrohan - Executive Vice President of Investor Relations
Jared Isaacman - Chief Executive Officer
Taylor Lauber - President & Chief Strategy Officer
Nancy Disman - Chief Financial Officer

Conference Call Participants

Timothy Chiodo - UBS
Dan Perlin - RBC Capital Markets
Rayna Kumar - Oppenheimer & Co
Darrin Peller - Wolfe Research
Andrew Schmidt - Citigroup
Sanjay Sakhrani - KBW

Operator

Greetings, and welcome to the Shift4 Third Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. [Operator Instructions] As a reminder, this conference is being recorded.

I would now like to turn the conference over to your host, Mr. Tom McCrohan, Executive Vice President, Investor Relations for Shift4. Thank you. You may begin.

Thomas McCrohan

Thank you, operator. And good morning, everyone and welcome to Shift4's third quarter 2024 earnings conference call. With me on the call today are Jared Isaacman, Shift4's Chief Executive Officer; Taylor Lauber, President; and Nancy Disman, our Chief Financial Officer. This call is being webcast on the investor relations section of our website, which can be found at investors.shift4.com. Today's call is also being simulcast on X Spaces, formerly known as Twitter which can be accessed through our corporate Twitter account at Shift4. Our quarterly shareholder letter, quarterly financial results, and other materials related to our quarterly results have all been posted to our IR website.

Our call and earnings materials today include forward-looking statements. These statements are not guarantees of future performance, and our actual results could differ materially as a result of certain risks, uncertainties, and many important factors. Additional information concerning those factors is available in our most recent reports on Forms 10-K and 10-Q, which you can find on the SEC's website and the investor relations section of our corporate website.

For any non-GAAP financial information discussed on this call, the related GAAP measures and reconciliations are available in today's quarterly shareholder letter.

With that, let me turn the call over to Jared. Jared?

Jared Isaacman

Hey, thanks, Tom. So we have a lot to cover today. So I'm going to break up this call into the following sections. So we're going to start with Q3 results, and then we're going to go into the deep dive by vertical and major initiative. We'll talk about expectations for Q4, and then end off on reflections on our performance since the IPO.