Financial PerformanceTOST's ARR, recurring gross profit, and EBITDA all exceeded expectations, reflecting stronger fintech growth and better operating efficiency.
Market ExpansionExpansion into new markets is progressing well, with international offerings and product innovation driving stronger inbound demand.
Strategic WinsToast, Inc. demonstrated its ability to win Enterprise customers, including recent wins with Topgolf and Applebee's, driven by its product investments.