Highest-materiality recent filing
Toast Q1 net income $126M, ARR $2.2B (+26%), adds 7K locations
Net income $126M (diluted EPS $0.20) vs $56M ($0.09) in Q1 2025; Adjusted EBITDA $179M.
Toast Q4 net income $101M; ARR >$2B (+26% YoY); adds $500M buyback
Added record 30,000 net locations in 2025; total locations 164,000 (+22% YoY).
Toast names Rossana Niola CAO; compensation includes $400k salary, $3M in equity awards
Rossana Niola appointed CAO (effective Jan 26) and principal accounting officer (effective Mar 2).
Toast Q3 2025: ARR hits $2.0B (+30% YoY), net income $105M, Adj. EBITDA $176M
Annualized Recurring Revenue (ARR) crossed $2.0 billion, up 30% year-over-year.
Toast appoints Atlassian President Anu Bharadwaj to Board of Directors
Appointed Anu Bharadwaj, President of Atlassian, as Class I director effective Oct 24, 2025; term expires at 2028 annual meeting.
Toast Q2 2025: record 8,500 net new locations, ARR up 31% to $1.9B, net income $80M
ARR grew 31% YoY to $1.9B; total locations up 24% to ~148,000.
Toast shareholders elect Paul Bell and Hilarie Koplow-McAdams as Class I directors
Paul Bell elected with 1,000,428,349 votes for and 65,264,165 withheld.
Toast CAO Gail Miller to depart June 13; CFO Elena Gomez named interim CAO
Gail Miller's employment as Chief Accounting Officer ends June 13, 2025 by mutual agreement.
Following Ms. Miller’s departure, Elena Gomez, the Company’s President and Chief Financial Officer, will serve as the Company’s Interim Chief Accounting Officer and interim principal accounting officer.
On June 3, 2025, Toast, Inc. (the “Company”) and Gail Miller mutually agreed that her employment as the Company’s Chief Accounting Officer will end effective June 13, 2025.
Max materiality 0.85 · Median 0.60 · Most common event earnings