Shift4 Payments — Nov 12, 2024 release

• Announced the acquisition of Givex, expected to close in Q4, adding over 120,000 new gift and loyalty customers, representing what we believe to be over $300 billion in payment volume cross-sell opportunity. This acquisition also brings product enhancements through a best-in-class gift and loyalty platform. • Increased contracted volume backlog to $30B. • We remain on track to close the year with organic GRLNF exceeding 25% and easily surpassing all mid-term outlook goals set more than three years ago. Dear Shareholders, 3 3 Jared Isaacman CEO jared@shift4.com Dear Shareholders, We wrapped up another reasonably strong quarter, executing well on our strategy – growing rapidly and profitably, generating free cash flow, improving our products, unlocking efficiencies, enhancing our capital structure and, most importantly, topping off what has become an impressive customer conversion funnel. To be concise, I want to break down what we accomplished this quarter and highlight what we still have going for us as we aim for even greater performance on the road ahead. Q3 Accomplishments • Despite accelerating some of the revenue model rebuild in our recent acquisitions and facing some softening co sumer spending, we elivered record end-to-en v l e of $43.5 billion, $253.2 illion of gross profit, $365.1 million of gross revenue less network fees (“GRLNF”), $72.2 million of net income, $187.4 million of Adjusted EBITDA, $182.1 million of net cash provided by operating activities, and $110.6 million of Adjusted FCF, while maintaining spreads of 60 bps. • Expanded Adjusted EBITDA margin to 54%, excluding the drag f