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Toast Shares Rise After Q3 Results as ARR Tops $2 Billion and Profitability Improves

Investors responded to ARR topping $2 billion, a milestone that underscores scale and strengthening unit economics.

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Overview

  • Revenue came in at $1.63 billion, exceeding Wall Street estimates reported at about $1.58 to $1.59 billion.
  • Adjusted earnings were $0.16 per share, with the company also reporting net income of $105 million for the quarter.
  • Annualized recurring revenue grew 30% year over year and crossed $2.0 billion as of Sept. 30, 2025.
  • Adjusted EBITDA reached $176 million, reflecting continued progress on profitability and cash generation.
  • Toast added roughly 7,500 net new locations in Q3 and now powers about 156,000 sites globally, while the stock rose roughly 7.5% in after-hours trading to about $38.35.