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  "documentTitle": "Shift4 | Investor Day Presentation Deck | 50 slides",
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  "presentationDate": "2021-11-01 00:00:00",
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  "notes": "The slide uses a structured list format to outline the partnership's strategic rationale and potential.",
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      "text": "SpaceX Starlink logo",
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      "text": "BACKGROUND: SpaceX Starlink provides high-speed, low-latency broadband internet across the globe via advanced satellites in low orbit. 1,740 Starlink satellites launched to date. 100,000 beta users in 14 countries priced at $99 a month.",
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      "text": "IMMEDIATE OPPORTUNITY: 120-day plan: Convert domestic payment volume to Shift4 acquiring.",
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      "text": "STRATEGY: Alignment with cutting-edge technology businesses. Grow with customer. Necessitates a ‘Going Global’ initiative via organic and/or inorganic means.",
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      "text": "LONG-TERM OPPORTUNITY: SpaceX Starlink is a cornerstone, global client opening up opportunity around the world. By servicing the business globally, Shift4’s TAM expands into this new vertical, and all of the other verticals we serve.",
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      "text": "VOLUME POTENTIAL: Estimated long term $100bn in SpaceX Starlink only subscription payments. $500bn+ TAM in satellite based consumer Broadband + Internet services by 2040. Opens up massive pool of global commerce opportunities.",
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      "text": "(1) Based off Morgan Stanley estimates of long term 364 million global subscribers paying $21 a month + one-time hardware purchases. (2) Morgan Stanley “Investment Implications of the Final Frontier” October 12, 2017.",
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      "text": "Shift4 Tomorrow: SpaceX Starlink",
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