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Company Research15 Apr 2024
Companies That Had Their IPO in 2021: Bull Market and SPAC Mania
An overview of the defining features of the IPO landscape and general market sentiment in 2021.
Toast (TOST) investor relations material
Toast UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary3 Dec, 2025
2025 performance highlights
Achieved over $2 billion in recurring gross profit, growing at 32% with a 33% margin.
Exceeded medium-term targets set at Investor Day, driven by strong operational execution.
Focused on penetrating core markets, expanding TAM, innovation, and disciplined capital allocation.
Emerging businesses surpassed $100 million in ARR, with notable enterprise wins and international expansion.
Momentum and execution provide confidence heading into 2026.
Expansion into new markets and business segments
Applied proven playbook to enterprise, international, and retail, targeting fragmented markets with legacy players.
International traction strong in English-speaking countries; retail focus on inventory capabilities.
Enterprise segment enhanced with above-store capabilities.
New segments expected to gradually increase ARPU and cash flow over time.
Core business growth and market share
Net location adds in core SMB and mid-market remain strong, with similar growth expected through 2026.
Still significant runway in core markets before net adds begin to taper.
Goal to double market share in core, supported by rising win rates and strong salesforce productivity.
Consistent share gains achieved each quarter.
What fuels confidence in 2026 investment strategy?
How are win rates and productivity driving share gains?
What long-term value from data-driven products?
Partial view of Summaries dataset, powered by Quartr API
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Next Toast earnings date
Q4 202517 Feb, 2026
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Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
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Amina0781App Store
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@theshortbearx.com
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Frequently asked questions
Enabling smooth restaurant operations
Toast Inc., more often than not simply referred to as Toast, is a prominent player in the hospitality technology sector. Since its establishment in 2011, the company has been providing cloud-based software and hardware solutions tailored to restaurants, hotels, bars, and similar establishments. The company provides a platform encompassing point-of-sale (POS) systems, online ordering, inventory management, customer engagement tools, and more. The platform aims to streamline operations and support data-driven decision-making for managers and staff, while also making the restaurant experience smoother for guests.
The platform itself
Toast's platform is a versatile and customizable solution that caters to the unique needs of restaurants and food service businesses. At its core is a cloud-based point-of-sale (POS) system, which serves as the central hub for operations. The platform's modular design allows the restaurant to tailor their use by choosing add-ons and integrations to suit their specific requirements. Restaurateurs can customize the POS system to fit their operational workflows, defining menu items, modifiers, and pricing structures to mirror their menus. One thing that makes Toast stand out from other POS providers like Lightspeed, Shopify, and Oracle is the fact that they’re laser-focused on the hospitality industry.
Covering all the bases
Moreover, Toast's platform seamlessly integrates with other business tools, such as accounting software, inventory management systems, and loyalty programs. This integration streamlines management and reduces manual work while also providing a way for staff to make business decisions backed up by data. The platform is intuitive to use, making onboarding of new staff members relatively simple. Even if the POS solution is the cornerstone of what Toast offers, they also provide solutions within employee management, online ordering, back office, and more.
Catering to the entire hospitality industry
One of the things that have helped Toast become so established in the hospitality industry as a whole is the fact that they offer solutions for restaurants and bars of all sizes. Regardless of whether the establishment takes hundreds of covers each night in a fine dining setting, or if a food truck with one or two workers needs a way to handle orders and payments during a lunch rush, Toast has a solution that enables the business to run smoothly.
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