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Toast Q3โ€™25 Earnings Highlights

$TOST (+2,76%)


๐Ÿ”น Revenue: $1.63B (Est. $1.58B) ๐ŸŸข

๐Ÿ”น Adj. EPS: $0.16 (Est. $0.24) ๐Ÿ”ด

๐Ÿ”น Adj. EBITDA: $176M (vs. $113M YoY) ๐ŸŸข

๐Ÿ”น ARR: $2.0B, up 30% YoY

๐Ÿ”น Net New Locations: +7,500 to about 156K

๐Ÿ”น GPV: $51.5B, up 24% YoY


FY25 Guidance

๐Ÿ”น FY25 Adj. EBITDA: $610Mโ€“$620M (raised from $565Mโ€“$585M) ๐ŸŸข

๐Ÿ”น Gross Profit: $1.865Bโ€“$1.875B, up 32% YoY (raised from 28โ€“29%) ๐ŸŸข


Highlights

๐Ÿ”น Launched Toast IQ, an AI assistant for restaurants, with a Coca-Cola partnership for beverage optimization

๐Ÿ”น Signed large-scale deals with Nordstrom, TGI Fridays, and Everbowl

๐Ÿ”น Announced multi-year global partnership with Uber to enhance digital ordering and guest experience

๐Ÿ”น Added Atlassian President Anu Bharadwaj to the Board


CEO Aman Narang

๐Ÿ”ธ โ€œWeโ€™re driving sustained growth. ARR crossed $2B, and our AI-powered tools like Toast IQ are already helping customers perform better.โ€

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