For the quarter ended March 2025, Toast (TOST) reported revenue of $1.34 billion, up 24.4% over the same period last year. EPS came in at $0.20, compared to -$0.15 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.34 billion, representing a surprise of -0.27%. The company delivered an EPS surprise of +5.26%, with the consensus EPS estimate being $0.19.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they com ...

Toast (TOST) came out with quarterly earnings of $0.20 per share, beating the Zacks Consensus Estimate of $0.19 per share. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 5.26%. A quarter ago, it was expected that this restaurant software provider would post earnings of $0.06 per share when it actually produced earnings of $0.05, delivering a surprise of -16.67%.Over the last four quarters, the c ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 001-40819 Toast, Inc. (Exact name of registrant as specified in its charter) (Registrant's telephone number, including area code) Secu ...

Toast (TOST) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Company Participants Michael Senno - Senior VP of Finance & Strategy, Treasury and Investor RelationsAman Narang - Co-Founder, CEO & DirectorElena Gomez - President & CFOTimothy Chiodo - Managing DirectorDarrin Peller - Managing DirectorDominic Ball - VP - Equity ResearchRayna Kumar - Managing Director - Fintech Equity ResearchAndrew Bauch - Director - Equity ResearchJeremy Sahler - Software Equity Research Conference Call Participants Stephen Shel ...

Toast (TOST) Q1 2025 Earnings Call May 08, 2025 05:00 PM ET Speaker0 Good afternoon. My name is Tamika, and I will be your conference operator today. At this time, I would like to welcome everyone to the Toast First Quarter twenty twenty five Earnings Conference Call. Today's call will be forty five minutes. I will now turn the call over to Michael Sinnell, Senior Vice President of Finance. You may begin your conference. Speaker1 Thank you, Tamika, and welcome everybody to Toast's earnings conference call f ...

Toast Announces First Quarter 2025 Financial Results Booked Applebee's, Toast's largest deal in company history Added over 6,000 net new Locations in first quarter 2025 Annualized recurring run-rate (ARR) as of March 31, 2025 grew 31% to $1.7 billion Net income was $56 million and Adjusted EBITDA was $133 million in first quarter For the full year ending December 31, 2025, Toast expects to report: Toast considers Non-GAAP subscription services and financial technology solutions gross profit to be its recurr ...

Investment Thesis Toast is, in my opinion, straightforward: The company enjoys strong moats that protect it from the existing competition, the Switching Costs moat, and the Network Effect moat. While enjoying the protection of its moat, Toast is still in its growth phase, with few main catalysts, namely the international expansion segments and vertical expansion launching new products. When pricing Toast to its median multiple within its comparable segments (Software and FinTech), Toast appears to be underv ...

Toast Inc. (TOST) recently partnered with Dine Brands Global, Inc. (DIN) , the parent company of iconic American restaurant chains like Applebee’s Neighborhood Grill + Bar, IHOP, and Fuzzy’s Taco Shop, for a nationwide technology rollout of Toast at Applebee’s locations across the United States. The initiative aims to modernize one of America’s most recognizable casual dining restaurants.The comprehensive rollout includes several industry-leading components from the Toast platform, such as Toast point-of-sa ...

Core Insights - Toast, Inc. (TOST) went public in 2021 at a high valuation, but despite significant growth, its stock remains below all-time highs, indicating a disconnect between stock performance and business fundamentals [1]. Company Overview - Toast, Inc. is a payments processing company that has shown impressive growth in recent years, yet its stock price has not reflected this growth trajectory [1]. Investment Strategy - The investment strategy focuses on identifying companies with high potential for revenue and earnings growth that are not fully recognized in current market prices. The preference is for companies that are less cyclical and exhibit higher growth [1]. Market Position - The company is positioned in the U.S. market, which is favored for investment due to its growth potential [1].

Group 1 - Toast (NYSE: TOST) appears overvalued both absolutely and relatively [1] - Companies with strong free cash flow generation, shareholder-friendly policies, independence from third-party product innovation, and significant growth opportunities are rarely overvalued [1] - The analysis emphasizes a long-term buy-and-hold strategy, particularly focused on technology stocks [1]