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PAR (PAR) investor relations material
PAR Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Q3 2025 revenue grew 23% year-over-year to $119.2 million, driven by strong subscription and hardware sales.
Annual Recurring Revenue (ARR) reached $298.4 million, up 22% year-over-year, with 15% organic growth and a sequential increase of $11.7 million.
Adjusted EBITDA was $5.8 million, up from $2.4 million in Q3 2024, reflecting continued profitability improvement.
Net loss from continuing operations improved to $18.2 million ($0.45/share), compared to $20.7 million ($0.58/share) last year.
Launched PAR AI, an intelligence layer embedded across the platform, supporting multi-product strategy and market share gains.
Financial highlights
Subscription service revenue rose 25% year-over-year to $74.8 million, accounting for about 63% of Q3 revenue.
Hardware revenue increased 32% to $30 million, driven by customer demand and tariff-related pull-forward.
Gross margin was $49 million (41.3%), with subscription service gross margin at $41 million (55.3%).
Non-GAAP net income was $2.5 million ($0.06/share), up from a non-GAAP net loss of $3.1 million last year.
Positive operating cash flow of $8.4 million in Q3; cash used in operating activities for nine months was $15 million, improved from $24 million last year.
Outlook and guidance
On track for nearly $450 million in 2025 revenue, with about two-thirds recurring SaaS.
Targeting mid-teens organic ARR growth, with potential to accelerate in 2026 and 2027.
Large tier-one deals, record bookings, and a strong backlog provide revenue growth visibility into 2026.
Management expects continued pressure on hardware margins from tariffs, with pricing and supply chain adjustments underway.
Available cash and cash equivalents of $92.5 million are expected to meet operating needs for at least the next 12 months.
PAR AI's role in ARPU growth and market share
Key drivers of YTD Adjusted EBITDA turnaround
Synergy between Engagement and Operator Cloud
Future PAR AI capabilities and their impact?
M&A criteria given current market valuations?
Implications of TASK moving from RFP to development?
Clarify 'RFP to development' for tier-one deals.
Organic ARR growth target shift: reasons?
How does PAR AI strengthen the 'better together' thesis?
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Q4 202527 Feb, 2026
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Frequently asked questions
PAR Technology Corporation, provides technology solutions to the restaurant and retail industries worldwide. The company's point-of-sale solutions and services help restaurateurs improve efficiency and profitability through menu flexibility, fast payment processing, digital menu displays, and management reporting. The company also provides warehouse management services that combine inventory management with pricing strategies. The company was founded in 1968 and is headquartered in New Hartford, New York.
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