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Jun 12, 2026
SpotOn vs Toast: SMB Restaurant POS Competition & Pricing Strategy
Jun 11, 2026
Square vs Toast: Payment Margins, Software Pricing & Total Cost of Ownership
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Toast: Premium Positioning, Customer Service Challenges & Market Share Pressures
Apr 23, 2026
Visa & Mastercard: Stablecoin Settlement Strategy & Bank Relationships
Partner Interview
Visa•US•Mega CapMastercardAdyenCheckout.comShift4 PaymentsNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyNov 24, 2025
Adyen Culture, Management Team, and US Competitive Positioning
Partner Interview
Adyen•NL•Large CapShift4 PaymentsStripeVisaMastercardCheckout.comWorldpayPayPalNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyOct 29, 2025
Shift4: Processing-Led Expansion, Proprietary POS Stickiness and Global M&A
Partner Interview
Shift4 Payments•US•Mid CapIngenicoAdyenPayPalPARNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyOct 26, 2025
Shift4: M&A-Led Global Expansion
Partner Interview
Shift4 Payments•US•Mid CapIngenicoWorldlineGlobal Blue Group Holding LtdFiservAdyenVisaMastercardAmerican ExpressStripeWorldpayNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyApr 25, 2025
Shift4: Global Blue Acquisition
Partner Interview
Global Blue Group Holding LtdShift4 PaymentsPlanet PaymentGlobal Blue Group Holding LtdShift4 PaymentsPlanet PaymentInformation TechnologyFinancialsMar 13, 2025
Adyen: Balancing Global Reach with Local Expertise
Partner Interview
Adyen•NL•Large CapDLocalPayPalStripeGlobal PaymentsFiservBlockShift4 PaymentsVisaMastercardNetwork EffectsMarketplaces & PlatformsFinancialsInformation TechnologyIndustrialsYou've reached the end