{"filings":[{"id":94402,"accession_number":"0001650164-26-000113","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2026-05-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Toast Q1 net income $126M, ARR $2.2B (+26%), adds 7K locations","event_type":"earnings","confidence":"high","bullets":["Net income $126M (diluted EPS $0.20) vs $56M ($0.09) in Q1 2025; Adjusted EBITDA $179M.","ARR reached $2.2B (+26% YoY); total locations ~171,000 (+22%); GPV $51.3B (+22%).","Subscription & fintech gross profit $520M GAAP (+32%); operating income $110M (21% margin).","Repurchased 14M shares for $378M year-to-date through May 6; free cash flow $115M in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1630000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106770,"accession_number":"0001650164-26-000050","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2026-02-12T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Toast Q4 net income $101M; ARR >$2B (+26% YoY); adds $500M buyback","event_type":"earnings","confidence":"high","bullets":["Added record 30,000 net locations in 2025; total locations 164,000 (+22% YoY).","Q4 GAAP net income $101M vs $33M YoY; Adjusted EBITDA $163M vs $111M YoY.","ARR surpassed $2.0B as of Dec 31, 2025, up 26% YoY; full-year GPV $195.1B (+23%).","Board authorized $500M increase to share repurchase program; no expiration date.","Full-year 2025 free cash flow $608M vs $306M in 2024; FCF margin expanded."],"consensus_eps_estimate":null,"consensus_eps_actual":0.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":6153000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":106769,"accession_number":"0001650164-26-000024","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2026-01-15T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Toast names Rossana Niola CAO; compensation includes $400k salary, $3M in equity awards","event_type":"leadership","confidence":"high","bullets":["Rossana Niola appointed CAO (effective Jan 26) and principal accounting officer (effective Mar 2).","Prior role: Assistant Corporate Controller at Mastercard (June 2012 – Jan 2026).","Total compensation: $400k base salary, $175k sign-on bonus, 40% target bonus, $3M in equity (RSUs + options).","Equity vests over 4 years with 12.5% at 6 months, then quarterly for remaining 3.5 years.","Elena Gomez ceases as interim CAO, continues as President and CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123074,"accession_number":"0001650164-25-000334","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Toast Q3 2025: ARR hits $2.0B (+30% YoY), net income $105M, Adj. EBITDA $176M","event_type":"earnings","confidence":"high","bullets":["Annualized Recurring Revenue (ARR) crossed $2.0 billion, up 30% year-over-year.","Net income of $105 million (GAAP) compared to $56 million in Q3 2024; Adjusted EBITDA $176 million vs $113 million.","Total locations grew 23% YoY to ~156,000; added ~7,500 net new locations in Q3.","Gross Payment Volume (GPV) rose 24% YoY to $51.5 billion.","Free Cash Flow of $153 million, up from $97 million a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":4520000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.82,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":123073,"accession_number":"0001193125-25-250778","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2025-10-27T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Toast appoints Atlassian President Anu Bharadwaj to Board of Directors","event_type":"leadership","confidence":"high","bullets":["Appointed Anu Bharadwaj, President of Atlassian, as Class I director effective Oct 24, 2025; term expires at 2028 annual meeting.","Received initial RSU grant valued at $400,000 vesting equally over three years, plus annual board/committee compensation.","Bharadwaj previously served as Atlassian COO (2021-2023) and held leadership roles at Microsoft; holds B.Eng. in Computer Science.","No arrangements or family relationships with other directors/officers; no reportable transactions under Reg S-K Item 404."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":139768,"accession_number":"0001650164-25-000288","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2025-08-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Toast Q2 2025: record 8,500 net new locations, ARR up 31% to $1.9B, net income $80M","event_type":"earnings","confidence":"high","bullets":["ARR grew 31% YoY to $1.9B; total locations up 24% to ~148,000.","Record 8,500 net new locations; GPV up 23% to $49.9B.","GAAP net income $80M (vs $14M); Adjusted EBITDA $161M (vs $92M).","Subscription & fintech gross profit grew 35% YoY to $447M (GAAP).","Partnership with American Express; launched Toast Go 3; first AU customer."],"consensus_eps_estimate":null,"consensus_eps_actual":0.23,"consensus_revenue_estimate":null,"consensus_revenue_actual":2887000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157337,"accession_number":"0001650164-25-000230","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2025-06-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Toast shareholders elect Paul Bell and Hilarie Koplow-McAdams as Class I directors","event_type":"other","confidence":"high","bullets":["Paul Bell elected with 1,000,428,349 votes for and 65,264,165 withheld.","Hilarie Koplow-McAdams elected with 1,007,467,233 votes for and 58,225,281 withheld.","Ratification of Ernst & Young as auditor approved: 1,159,597,111 for, 1,031,913 against.","Advisory executive compensation approved with 1,051,190,254 for votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":157336,"accession_number":"0001193125-25-135957","cik":1650164,"company_name":"Toast, Inc.","ticker":"TOST","form_type":"8-K","filed_at":"2025-06-05T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Toast CAO Gail Miller to depart June 13; CFO Elena Gomez named interim CAO","event_type":"leadership","confidence":"high","bullets":["Gail Miller's employment as Chief Accounting Officer ends June 13, 2025 by mutual agreement.","President and CFO Elena Gomez will serve as Interim Chief Accounting Officer and interim principal accounting officer.","Gomez receives no additional compensation for assuming the interim CAO role.","No changes were made to any plans or arrangements as a result of this appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}