$TOST (+2,76%)

🔹 Revenue: $1.63B (Est. $1.58B) 🟢

🔹 Adj. EPS: $0.16 (Est. $0.24) 🔴

🔹 Adj. EBITDA: $176M (vs. $113M YoY) 🟢

🔹 ARR: $2.0B, up 30% YoY

🔹 Net New Locations: +7,500 to about 156K

🔹 GPV: $51.5B, up 24% YoY

FY25 Guidance

🔹 FY25 Adj. EBITDA: $610M–$620M (raised from $565M–$585M) 🟢

🔹 Gross Profit: $1.865B–$1.875B, up 32% YoY (raised from 28–29%) 🟢

Highlights

🔹 Launched Toast IQ, an AI assistant for restaurants, with a Coca-Cola partnership for beverage optimization

🔹 Signed large-scale deals with Nordstrom, TGI Fridays, and Everbowl

🔹 Announced multi-year global partnership with Uber to enhance digital ordering and guest experience

🔹 Added Atlassian President Anu Bharadwaj to the Board

CEO Aman Narang

🔸 “We’re driving sustained growth. ARR crossed $2B, and our AI-powered tools like Toast IQ are already helping customers perform better.”

$TOST (+2,76%)

🔹 Revenue: $1.55 B (Est. $1.52B) 🟢

🔹 EPS: $0.13 (Est. $0.22) 🔴

Q3 Guidance

🔹 Adj Subscription & FinTech Gross Profit: $465M–$475M; UP +23–26% YoY

🔹Adj EBITDA: $140 M–$150 M

Other Metrics

🔹 Annualized Recurring Revenue: $1.9 B; UP +31% YoY

🔹 Net New Locations Added: 8,500 (record)

🔹 Total Live Locations: 148,000; UP +24% YoY

🔹 Gross Payment Volume: $49.9 B; UP +23% YoY

🔹 Non-GAAP Subscription & FinTech Gross Profit: $464 M; UP +35% YoY

🔹 Net Income: $80 M; UP +471% YoY

🔹 Adjusted EBITDA: $161 M; UP +75% YoY

🔹 Free Cash Flow: $208 M; UP +93% YoY

CEO Commentary

🔸 “I’m proud of the team for delivering another strong quarter – we added a record 8,500 net new locations, recurring gross profit grew 35% year over year, and Adjusted EBITDA scaled to $161 million.” — Aman Narang

🔸 “We’re building a platform to help local businesses thrive and I’ve never been more confident in our ability to deliver on that ambition and lead this industry.” — Aman Narang

$TOST (+2,76%)

🔹 Adjusted EPS: Not provided

🔹 Revenue: $1.34B (Est. $1.29B) 🟢; UP +29% YoY

🔹 Net Income: $33M vs. -$36M loss in Q4 2023 🟢

Q1 Guidance:

🔹 Non-GAAP Gross Profit: $385M-$395M (27%-30% YoY growth)

🔹 Adjusted EBITDA: $100M-$110M

FY25 Guidance::

🔹 Non-GAAP Gross Profit: $1.745B-$1.765B (23%-25% YoY growth)

🔹 Adjusted EBITDA: $510M-$530M (Est. $505.19M) 🟢

Segment Performance:

🔹 Financial Technology Solutions: $1.09B (Est. $1.01B) 🟢; UP +28% YoY

🔹 Subscription Services: $200M (Est. $180M) 🟢; UP +41% YoY

🔹 Hardware & Professional Services: $48M (Est. $50.1M) 🔴; UP +12% YoY

🔹 Gross Payment Volume (GPV): $42.2B (Est. $40.3B) 🟢; UP +25% YoY

Key Financial Metrics:

🔹 ARR: $1.6B; UP +34% YoY

🔹 Total Locations: 134,000; UP +26% YoY

🔹 Gross Profit: $333M (Est. $310M) 🟢; UP +47% YoY

🔹 Operating Income: $32M vs. -$56M loss in Q4 2023 🟢

🔹 Adjusted EBITDA: $111M (Est. $95M) 🟢; UP from $29M YoY

🔹 Free Cash Flow: $134M vs. $81M in Q4 2023 🟢

🔹 Cash & Equivalents: $903M (Est. $824.6M) 🟢

Business Highlights:

🔸 Expanded partnership with Uber Technologies to enhance delivery options.

🔸 Partnered with over one-third of 2024 James Beard award-winning restaurants.

🔸 Signed deal with Ascent Hospitality Management for 500 Perkins and Huddle House locations.

CEO Aman Narang's Commentary:

🔸 "Toast had a strong close to 2024, capping off a transformational year where we added a record 28,000 net locations, grew our recurring gross profit streams 34%, delivered Adjusted EBITDA of $373 million, and achieved our first year of GAAP profitability."

Strategic Outlook:

🔸 Focused on expanding into enterprise, international, and food & beverage retail markets in 2025.

🔸 Enhancing platform differentiation to serve more than the current 134,000 locations.