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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 Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary9 Sep, 2025
Business performance and growth
Achieved 31% year-over-year gross profit growth in Q2 and met mid-term margin goals of 30–35%.
Added over $400 million in ARR in the trailing 12 months, with strong scaling in core and new growth vectors.
Penetration in the U.S. SMB restaurant market is in the high teens, with top markets exceeding 30% share and growing faster than average.
Record net adds of 8,500 in Q2, with continued momentum expected in the second half of the year.
Focused investments in marketing and rep capacity to accelerate flywheel market penetration.
Expansion into new verticals and geographies
New verticals, including retail and international enterprise, are performing ahead of plan, with ARR in new verticals approaching $100 million.
International expansion in Canada, UK, Ireland, and Australia is progressing well, with improved rep productivity and scalable platform localization.
Western Europe identified as a near-term opportunity for further international growth.
Food and beverage retail vertical shows strong ARPU over $10,000 and significant unit economics, with a U.S. TAM of 220,000 locations.
Enterprise and product innovation
Enterprise business has grown from zero to several marquee brands, increasing credibility and pipeline visibility.
ARPU in enterprise is measured per customer, with significant ARR opportunities and 18–24 month onboarding timelines.
Product innovation focuses on customer-centric solutions, AI-driven features, and expanding platform modules.
AI initiatives include benchmarking, marketing assistants, and the Sous Chef GPT for restaurants, driving operational efficiency.
Strategy to expand flywheel market density?
Retail GPV per location: How to reach $3M?
Monetization strategy for AI-driven products?
Partial view of Summaries dataset, powered by Quartr API
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Next Toast earnings date
Q3 20254 Nov, 2025
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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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@ankurshah47_ x.com
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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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