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 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 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.
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