{"schema_version":"secwatch.filing_event.v1","accession":"0001650164-26-000162","form_type":"8-K","ticker":"TOST","cik":"0001650164","company_name":"Toast, Inc.","filed_at":"2026-08-04T20:12:21+00:00","discovered_at":"2026-08-04T20:13:00.313465+00:00","generated_at":"2026-08-04T20:13:05.530642+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Toast Q2 2026: Net income $154M, ARR $2.4B (+25% YoY), record 9,500 net new locations","bullets":["ARR grew 25% YoY to $2.4B; total locations up 22% to ~180,000.","Net income $154M ($0.26 diluted EPS) vs $80M in Q2 2025; Adjusted EBITDA $221M.","GPV rose 22% to $60.7B; subscription & fintech gross profit up 31% to $585M.","Repurchased 19M shares for $486M YTD through June 30, 2026.","CEO cites record net adds and AI offering Toast IQ Grow as fastest-launching product."],"urls":{"canonical":"https://secwatch.observer/filing/0001650164-26-000162","json":"https://secwatch.observer/filing/0001650164-26-000162.json","markdown":"https://secwatch.observer/filing/0001650164-26-000162.md","text":"https://secwatch.observer/filing/0001650164-26-000162.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1650164/000165016426000162/0001650164-26-000162-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1650164/000165016426000162/tost-20260804.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-08-04T20:13:05.530642+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}