{"schema_version":"secwatch.filing_event.v1","accession":"0001650164-26-000113","form_type":"8-K","ticker":"TOST","cik":"0001650164","company_name":"Toast, Inc.","filed_at":"2026-05-07T23:59:59+00:00","discovered_at":"2026-05-14T18:02:32.663501+00:00","generated_at":"2026-05-14T21:49:39.587005+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"confidence":"high","headline":"Toast Q1 net income $126M, ARR $2.2B (+26%), adds 7K locations","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001650164-26-000113","json":"https://secwatch.observer/filing/0001650164-26-000113.json","markdown":"https://secwatch.observer/filing/0001650164-26-000113.md","text":"https://secwatch.observer/filing/0001650164-26-000113.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1650164/000165016426000113/0001650164-26-000113-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1650164/000165016426000113/tost-20260507.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-14T21:49:39.587005+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"15c7b2e038a67fbf6456c91d4fda563974213c0e","claim":"Toast, Inc. reported first quarter ended March 31, 2026 results: net income $126 million, EPS $0.20.","evidence_excerpt":"Financial Results Annualized recurring run-rate (ARR) grew 26% to $2.2 billion as of March 31, 2026 Added approximately 7,000 net new Locations in first quarter Net income was $126 million and Adjusted EBITDA was $179 million in first quarter Repurchased 14 million shares for $378 million year-to-date through May 6, 2026 BOSTON, MA – May 7, 2026 – Toast (NYSE:","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1650164/000165016426000113/0001650164-26-000113-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2026"},{"label":"Net income","value":"$126 million"},{"label":"EPS","value":"$0.20"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}