Max Campral's questions to Olo Inc (OLO) leadership • Q2 2024
Question
Max Campral, on for Gabriela Borges at Goldman Sachs, asked for an update on the "build vs. buy" trend for restaurant tech stacks and inquired about the key drivers for reaccelerating gross profit growth in 2025.
Answer
CEO Noah Glass reiterated that the dominant trend is brands moving from homegrown solutions to Olo, citing the recent return of &pizza and highlighting the value of Olo's reliability and security at scale. CFO Peter Benavides identified card-present payments as a key 2025 growth driver, referencing the Honeygrow example, along with continued upsells in the high-margin Order (e.g., Catering+) and Engage suites.