5Jยท

$TOST (+4,53ย %) | Toast Q3 Earnings Highlights:


๐Ÿ”น Revenue: $1.31B (Est. $1.29B) ๐ŸŸข; UP +26% YoY

๐Ÿ”น EPS: $0.07 (Est. $0.01) ๐ŸŸข

๐Ÿ”น Gross Payment Volume (GPV): $41.7B; UP +24% YoY


Raised FY24 Guidance:

๐Ÿ”น Non-GAAP Subscription & FinTech Gross Profit: $1.395B-$1.405B (32-33% YoY growth) ๐ŸŸข

๐Ÿ”น Adjusted EBITDA: $352M-$362M (up from prior $285M-$305M) ๐ŸŸข


ย fQ4 Outlook:

๐Ÿ”น Non-GAAP Subscription & FinTech Gross Profit: $370M-$380M (32-35% YoY growth)

๐Ÿ”น Adjusted EBITDA: $90M-$100M


Key Metrics:

๐Ÿ”นARR: $1.6B; UP +28% YoY

๐Ÿ”น Total Locations: ~127,000; UP +28% YoY

๐Ÿ”น Adj EBITDA: $113M vs $35M in Q3 2023

๐Ÿ”น Free Cash Flow: $97M vs $37M in Q3 2023


Revenue Segments:

๐Ÿ”น Subscription Services: $189M; UP +44% YoY

๐Ÿ”น Financial Technology Solutions: $1.07B; UP +25% YoY

๐Ÿ”น Hardware & Professional Services: $49M; UP +9% YoY


Business Highlights:

๐Ÿ”ธ Added ~7,000 net new locations

๐Ÿ”ธ Launched Branded Mobile App and SMS Marketing

๐Ÿ”ธ Strong customer adoption and retention

๐Ÿ”ธ Released new Voice of Restaurant Industry Survey

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