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Toast (TOST) investor relations material
Toast AGM 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Opening remarks and agenda
Meeting called to order at 11:30 A.M. Eastern Time and held virtually to increase inclusivity and reduce burden for stockholders.
New board member Anu Bharadwaj welcomed for her enterprise software experience.
Agenda and rules of conduct posted on the virtual meeting website for orderly proceedings.
Board and executive committee updates
Anu Bharadwaj joined the board in October, bringing expertise in scaling enterprise software companies.
Shareholder proposals
Three proposals presented: election of three Class II directors, ratification of Ernst & Young LLP as auditor, and advisory approval of executive compensation.
Board recommended voting in favor of all proposals.
- AI-driven growth, margin expansion, and new market success define the forward outlook.TOST
J.P. Morgan 54th Annual Global Technology, Media and Communications Conference19 May 2026 - Q1 2026 saw 27% recurring gross profit growth, $126M net income, and raised FY guidance.TOST
Q1 20268 May 2026 - Shareholders will vote on directors, auditor ratification, and executive pay, with strong board support.TOST
Proxy filing23 Apr 2026 - Virtual annual meeting to vote on directors, auditor, and executive pay, all board-backed.TOST
Proxy filing23 Apr 2026 - AI-driven growth and disciplined expansion fuel strong margins and market leadership.TOST
Morgan Stanley Technology, Media & Telecom Conference 202628 Mar 2026 - ARR up 26% to $2B, net income $342M, and 2026 guidance for double-digit profit growth.TOST
Q4 202512 Feb 2026 - 2024 saw strong growth, new market expansion, and ongoing product innovation.TOST
UBS Global Technology and AI Conference3 Feb 2026 - Q2 2024 saw record growth, GAAP profitability, and raised guidance on strong execution.TOST
Q2 20242 Feb 2026 - Growth in retail and international, margin expansion, and disciplined capital allocation drive momentum.TOST
Goldman Sachs Communacopia + Technology Conference 202420 Jan 2026
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