Earnings summaries and quarterly performance for Toast.
Executive leadership at Toast.
Board of directors at Toast.
Research analysts who have asked questions during Toast earnings calls.
DD
Dan Dolev
Mizuho Financial Group
8 questions for TOST
Also covers: ACN, ADP, AFRM +16 more
JB
Josh Baer
Morgan Stanley
8 questions for TOST
Also covers: ASAN, BIGC, BOX +19 more
TC
Timothy Chiodo
UBS Group AG
8 questions for TOST
Also covers: AFRM, AVDX, CHYM +18 more
DB
Dominic Ball
Redburn Atlantic
6 questions for TOST
Also covers: FOUR, GPN, LSPD +1 more
SS
Samad Samana
Jefferies
5 questions for TOST
Also covers: ADP, ALRM, AUDC +21 more
Will Nance
Goldman Sachs
5 questions for TOST
Also covers: AFRM, AMTD, CHYM +19 more
DP
Darrin Peller
Wolfe Research, LLC
4 questions for TOST
Also covers: ACN, ADYYF, AFRM +28 more
DH
David Hynes
Canaccord Genuity Group Inc.
4 questions for TOST
Also covers: BIGC, BRZE, EVCM +18 more
HR
Harshita Rawat
AllianceBernstein
3 questions for TOST
Also covers: ADYYF, FI, FISV +5 more
JK
Jason Kupferberg
Bank of America
3 questions for TOST
Also covers: ACN, ADP, AFRM +17 more
MC
Matt Coad
Truist Securities
3 questions for TOST
Also covers: AFRM, DLO, FIS +1 more
Adam Frisch
Evercore ISI
2 questions for TOST
Also covers: AFRM, CHYM, FOUR +3 more
Andrew Bauch
Wells Fargo & Company
2 questions for TOST
Also covers: AFRM, AVDX, FLYW +9 more
RK
Ryana Kumar
Oppenheimer
2 questions for TOST
Stephen Sheldon
William Blair & Company
2 questions for TOST
Also covers: AGYS, ALRM, APEI +11 more
Stephen Sheldon
William Blair
2 questions for TOST
Also covers: AGYS, ALRM, CBRE +9 more
TH
Tien-tsin Huang
JPMorgan Chase & Co.
2 questions for TOST
Also covers: ACN, ADP, ALIT +27 more
WN
William Nance
The Goldman Sachs Group, Inc.
2 questions for TOST
Also covers: AFRM, AMTD, AVDX +20 more
BK
Bryan Keane
Deutsche Bank
1 question for TOST
Also covers: ACN, ADP, AFRM +18 more
DK
David Koning
Robert W. Baird & Co.
1 question for TOST
Also covers: ACN, AVDX, CNXC +17 more
NS
Nick Setyan
Wedbush Securities
1 question for TOST
Also covers: BJRI, BROS, CAVA +4 more
Rayna Kumar
Oppenheimer & Co. Inc.
1 question for TOST
Also covers: AFRM, BLSH, CPAY +14 more
TW
Tien-tsin Wong
JPMorgan Chase & Co.
1 question for TOST
Recent press releases and 8-K filings for TOST.
Toast Highlights Strong Growth and AI Strategy at Morgan Stanley Conference
TOST
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Toast reported strong financial performance, surpassing $2 billion in ARR and achieving 32% recurring gross profit growth last year, with the core business operating at 40% margins.
- The company has doubled its market share in the core US SMB business to 20% of all restaurants and is expanding into new Total Addressable Markets (TAMs) including international, enterprise, and retail, which collectively crossed $100 million in ARR and doubled last year.
- Toast is strategically investing in AI to enhance its platform, with initiatives like Toast IQ (a copilot for restaurateurs) already used by over half of its locations in the first four months, and pilots for voice and video AI to improve customer productivity and internal efficiency.
- For 2026, Toast provided guidance for 20%-22% growth in recurring gross profit.
1 day ago
Toast Discusses Market Share Growth, Strategic Expansion, AI Initiatives, and 2026 Outlook
TOST
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Toast has achieved 20% market share in the U.S. SMB restaurant segment and reached $2 billion in Annual Recurring Revenue (ARR), with recurring gross profit growing 32% last year.
- The company's expansion beyond its core U.S. restaurant market, including enterprise, international (now in four countries), and food and beverage retail, generated over $100 million in ARR last year, doubling year-over-year.
- Toast is strategically leveraging AI, with Toast IQ adopted by over half of its locations in the first four months, and one-third of support tickets handled by AI without human intervention.
- For 2026, Toast provided guidance for recurring gross profit growth of 20%-22%.
1 day ago
Toast Reports Strong Market Share Gains, Financial Growth, and Strategic Expansion
TOST
Revenue Acceleration/Inflection
New Projects/Investments
Guidance Update
- Toast has significantly grown its core US SMB business, doubling market share to 20% of all restaurants and exceeding $2 billion in ARR.
- The company achieved 32% recurring gross profit growth last year and forecasts 20%-22% growth for 2026, with margins reaching midterm goals in the mid-30s.
- New market segments (enterprise, international, retail) collectively reached over $100 million in ARR last year, doubling their contribution, and Toast plans to add more net new locations in 2026 than the over 30,000 added last year.
- Toast is actively integrating AI, with over half of its locations using Toast IQ within four months, to drive customer productivity and internal efficiencies.
1 day ago
Toast Reports Strong 2025 Performance and Provides 2026 Guidance
TOST
Earnings
Guidance Update
Product Launch
- Toast achieved significant growth in 2025, with recurring gross profits increasing by 33% and Adjusted EBITDA reaching $633 million.
- The company added a record 30,000 net locations, ending the year with 164,000 locations, and its emerging markets doubled ARR.
- For 2026, Toast expects 20%-22% growth in recurring gross profit streams and Adjusted EBITDA between $775 million and $795 million.
- Toast launched over 500 new features in 2025, including Toast IQ, an AI assistant, and Toast Go 3, and plans to launch a drive-through product in 2026.
- The board approved a $500 million increase to the share repurchase authorization, following $107 million in share repurchases in 2025.
Feb 12, 2026, 10:00 PM
Toast Reports Strong Q4 and Full-Year 2025 Results, Provides 2026 Guidance
TOST
Earnings
Guidance Update
Share Buyback
- Toast reported strong full-year 2025 results, with recurring gross profits growing 33% and Adjusted EBITDA reaching $633 million. The company added a record 30,000 net locations, ending the year with 164,000 locations, and ARR grew 26% to over $2 billion.
- The company continues to expand its market share, now powering 20% of U.S. SMB and mid-market restaurants , and successfully launched Toast IQ, an AI assistant, which has been adopted by over half of all Toast locations within four months. Strategic expansion included signing major enterprise customers like Applebee's and Firehouse Subs, and launching Australia as its fourth international market.
- For 2026, Toast expects 20%-22% growth in recurring gross profit streams and Adjusted EBITDA of $775 million-$795 million. This guidance includes an anticipated 150 basis points negative impact from higher memory chip costs for hardware, weighted towards the second half of the year.
- The board approved a $500 million increase to its share repurchase authorization, having already repurchased approximately 8 million shares for $235 million since 2024.
Feb 12, 2026, 10:00 PM
Toast Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Outlook
TOST
Earnings
Guidance Update
Product Launch
- Toast reported strong financial results for Q4 and full year 2025, with full-year recurring gross profits growing 33% and adjusted EBITDA reaching $633 million.
- The company added a record 30,000 net locations in 2025, ending the year with 164,000 locations, and ARR grew 26% to over $2 billion.
- Toast launched Toast IQ, a conversational AI assistant, which has seen rapid adoption with over half of all Toast locations using it and sending over 1 million queries.
- For the full year 2026, Toast expects 20%-22% growth in recurring gross profit streams and adjusted EBITDA between $775 million and $795 million.
- The board approved a $500 million increase to the share repurchase authorization, following the repurchase of 8 million shares for $235 million since 2024.
Feb 12, 2026, 10:00 PM
Toast Announces Fourth Quarter and Full Year 2025 Financial Results
TOST
Earnings
Guidance Update
Share Buyback
- Toast reported Q4 2025 net income of $101 million and Adjusted EBITDA of $163 million, with full-year 2025 net income reaching $342 million and Adjusted EBITDA $633 million.
- The company's Annualized Recurring Run-rate (ARR) increased 26% to over $2.0 billion as of December 31, 2025, and Gross Payment Volume (GPV) grew 22% to $51.4 billion in Q4 2025.
- Toast added a record 30,000 net locations in 2025, bringing total locations to approximately 164,000, up 22% year over year.
- For the full year ending December 31, 2026, Toast expects Adjusted EBITDA in the range of $775 million to $795 million.
- Toast's Board of Directors authorized a $500 million increase to its share repurchase program on February 10, 2026.
Feb 12, 2026, 9:12 PM
Toast Announces Fourth Quarter and Full Year 2025 Financial Results
TOST
Earnings
Guidance Update
Share Buyback
- Toast reported net income of $101 million and Adjusted EBITDA of $163 million for the fourth quarter ended December 31, 2025.
- For the full year 2025, Toast added a record 30,000 net locations, and its Annualized Recurring Run-Rate (ARR) increased 26% to over $2.0 billion as of December 31, 2025. The company also achieved GAAP net income of $342 million and Adjusted EBITDA of $633 million for the full year 2025.
- Toast's Board of Directors authorized a $500 million increase to its share repurchase program on February 10, 2026.
- For the first quarter ending March 31, 2026, Toast expects Non-GAAP subscription services and financial technology solutions gross profit in the range of $505 million to $515 million and Adjusted EBITDA in the range of $160 million to $170 million. For the full year ending December 31, 2026, the company anticipates Non-GAAP subscription services and financial technology solutions gross profit between $2,270 million and $2,300 million and Adjusted EBITDA between $775 million and $795 million.
Feb 12, 2026, 9:05 PM
Toast and Instacart Announce Strategic Partnership
TOST
New Projects/Investments
Product Launch
Revenue Acceleration/Inflection
- Toast and Instacart have announced a strategic partnership to streamline operations for businesses across the United States.
- The collaboration will enable Toast retail customers to easily onboard and sync their brick-and-mortar inventory to the Instacart Marketplace, expanding online marketplace availability and unlocking new revenue opportunities.
- For Toast restaurants, Instacart Business will act as a procurement partner, offering "just-in-time" same-day delivery of essential supplies like fresh produce and pantry staples.
- The companies plan to pilot these initiatives early this year (2026), with a full rollout to all U.S. customers expected later this year (2026).
Feb 10, 2026, 1:00 PM
Toast Unveils New AI-Powered Retail Features and Platform Enhancements
TOST
Product Launch
New Projects/Investments
- Toast (NYSE: TOST) announced new AI-powered features for retailers, including updates to its Toast IQ AI assistant and core platform enhancements, designed to improve efficiency and growth.
- The Toast IQ AI assistant provides instant visibility into stock, margins, and catalog health, enabling data-driven decisions and real-time actions like inventory adjustments and pricing changes through natural language prompts.
- Other significant platform updates include AI invoice scanning, integrations for cloud-enabled scales and labeling, and Toast Advertising, which has shown a return on ad spend of over 8X for typical beta users.
- The Toast Go® 3 handheld will also be enhanced with upcoming barcode scanning capabilities to streamline in-store operations.
Jan 8, 2026, 1:00 PM
Quarterly earnings call transcripts for Toast.
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