Toast

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

Earnings data Q4 2025

Earnings data Q1 2026

Earnings data Q2 2026

Toast reports strong Q2 performance, eyes global expansion opportunities

Toast's Q2 performance reflects robust growth across key financial metrics, underpinned by strategic initiatives and market responsiveness. The company's focus on balancing growth and profitability while expanding globally positions it for continued success.
Strong partnerships, record location additions, and a customer-centric approach underscore Toast's competitive strengths and growth potential. Opportunities in international markets, catering expansion, and pricing strategies offer avenues for further revenue optimization.
Challenges in managing growth dynamics, pricing strategies, and competitive positioning require strategic vigilance and adaptability. Toast's proactive risk management and confidence in its long-term guidance signal a readiness to navigate market challenges.
Overall, Toast's Q2 earnings call highlights a company in a strong position, with a clear strategic direction and a focus on sustainable growth. Leveraging strengths, addressing challenges, and capitalizing on opportunities will be key to Toast's continued success.

Toast reports robust Q3 growth, eyes expansion under new CEO

Toast's Q3 performance reflects strong growth in ARR and adjusted EBITDA, supported by a robust revenue increase.
Despite market challenges and competition, Toast's focus on innovation, execution, and customer value drives success.
Guidance for Q4 and confidence in continued growth opportunities position Toast well for future expansion.
Investments in core businesses, leadership transition, and strategic focus on ARPU expansion signal a positive outlook for the company.

Toast reports robust Q4 performance and outlines growth strategies

Toast's Q4 earnings call highlighted strong performance, strategic priorities, and financial outlook for 2024.
The company is focused on growth through market share wins, ARR and ARPU expansion, and operational efficiency.
Despite challenges like cost savings measures and seasonal impacts, Toast sees opportunities in international markets and pricing strategies.
Overall, Toast's performance, strengths, and opportunities position it well for continued growth and profitability.

Toast exceeds Q1 expectations, eyes growth through innovation and expansion

Toast's Q1 2024 earnings call highlighted strong performance metrics, strategic priorities, and guidance for continued growth throughout the year.
The company's focus on innovation, customer value, and efficient growth strategies positions it well for future success despite potential challenges.
Opportunities lie in SaaS ARPU growth, product expansion for larger merchants, and international market investments for accelerated expansion and revenue growth.

Toast reports robust Q2 earnings, eyes growth in new markets

Toast's Q2 performance reflects strong financial results and strategic focus on growth.
While facing challenges like churn rate and market competition, the company remains resilient and adaptable.
Opportunities in new adjacencies, revenue expansion, and innovation position Toast for continued success.
Overall, Toast's performance underscores a balance of strengths, challenges, and opportunities for future growth.

Toast reports robust Q3 earnings, eyes growth in new markets

Toast's Q3 performance reflects strong growth in locations, gross profit, and EBITDA, driven by strategic priorities and new product offerings. While challenges exist in managing rapid expansion and balancing growth with margin expansion, the company's focus on operational efficiency and shareholder value positions it for long-term success. Opportunities lie in further subscription and fintech growth, expansion into new markets, and maintaining operating leverage for sustained profitability.

Toast reports record 2024 performance, targets growth through AI

Toast's exceptional 2024 performance, focus on AI, and strategic priorities for 2025 position the company for continued success. Strong growth in key segments and a clear roadmap for expansion highlight Toast's potential in the market. While pricing changes in fintech solutions may present challenges, the company's emphasis on maximizing ARR and leveraging AI for personalized experiences opens up exciting opportunities for growth and differentiation.

Toast reports robust Q1 results and raises full-year outlook

Toast delivered strong Q1 results, showcasing growth in locations, recurring gross profit, and key financial metrics. While facing challenges in cost management and competition, Toast's focus on expansion and customer adoption presents significant opportunities. Overall, Toast's performance, strengths, and strategic priorities position the company for continued growth and success in 2025.

Toast impresses with Q2 results, eyes international expansion for growth

Toast's Q2 performance exceeded expectations, showcasing strong financial metrics and strategic partnerships. The company's focus on scaling its core business, expanding internationally, and disciplined investments positions it well for future growth.

Toast achieves record $2 billion ARR, eyes market expansion

Toast's Q3 earnings call highlighted robust financial performance, strategic partnerships, and a focus on sustainable growth. The company's emphasis on scaling, expanding markets, and disciplined investments underscores its commitment to long-term success.

Toast reports stellar Q4 performance and ambitious growth plans

Toast's Q4 2025 performance reflects robust financial health, operational efficiency, and strategic focus on growth and innovation. With a strong emphasis on customer adoption, market expansion, and disciplined investments, Toast is well-positioned for continued success and market leadership. The company's achievements in 2025, coupled with its ambitious plans for 2026, underscore its commitment to driving value for customers and stakeholders.

Toast reports robust Q1 performance, drives growth with AI solutions

Toast's Q1 2026 earnings call highlighted strong financial performance, strategic initiatives to drive growth through AI-driven solutions, and a commitment to customer value. Despite challenges in transitioning to an agentic platform and expanding into new markets, Toast remains confident in its long-term growth prospects. The company's focus on operational resilience and innovation sets a solid foundation for future success.