We don’t have the time to fully cover earnings across the industry (NCR, LSPD, SQ, FOUR, et al), so we need to pick and choose where we can add our analysis. In reading through Shift4’s latest earnings report (Q4 2020) we saw enough meat to sink our teeth into.
The earnings transcript can be found here. As we read through the results, we gravitated to a few key areas.
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